Alan Lepp

Thomas Roddis is a financial advisor at TIAA-CREF with a Series 66 designation and four years of industry experience. Prior to joining TIAA-CREF, he worked at OSAIC, Raymond James & Associates, Inc., and Cambek. Outside of his advisory role, he is involved in the sale of fixed insurance policies through MTI Financial Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a range of advisory services including customized portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Martin Radi is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Janson is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2020. Prior to her current role, she had experience with Tastefully Simple and Mary Kay. Outside of advising, she is a co-owner of a residential rental property managed by her husband. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Ronald Peterson Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services, First National Bank of Omaha, LPL Financial, and Bremer Bank. Peterson is also an associate and financial advisor at First Investments and Planning. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Matthew Ask is a financial advisor with LPL Financial who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Bremer Investments, Bremer Bank, Raymond James Financial Services, Edward Jones, Ameriprise, Valic Financial Advisors, Wells Fargo Investments, and Merrill. Outside of his advisory work, he is involved with the Detroit Lakes Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Myron Roe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 19 years before joining LPL Financial in 2017. He serves as an endowment committee member for Calvary Lutheran Church and is the treasurer of the Perham Area Scholarship Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.