Aaron John Britz

Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.

William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.

Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Jacob Staszak is a financial advisor with Actify Investor Retirements, LLC in Mankato, MN, holding a Series 65 designation and 10 years of industry experience. He has worked at Vestwell since 2023, Actify Investor Retirements since 2017, and Plan Administrators from 2016 to 2017. Actify Investor Retirements advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support, largely on a non-discretionary basis, with an emphasis on risk-based model portfolios and formal education for plan fiduciaries and participants.

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.

Katelyn Michaletz is a Series 66-licensed financial advisor with DAI Wealth, LLC, where she has worked since 2023. She has three years of experience in the financial industry, including four years running her own advisory firm prior to joining DAI Wealth. Outside of her advisory work, Katelyn is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various types of retirement plans. The firm combines advisor-led portfolio customization with third-party models and platforms, offering a range of investment management and financial planning services.