Brent Michael Fassett

Kyle Duclos is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Duclos serves as a play-by-play announcer for local high school basketball games on Leech Lake Television. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations on various planning topics while keeping planning and managed-account services separate.

Derek Jensen is a financial advisor with Edward Jones in Walker, MN, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

Andrea Johnson is a financial advisor at Stifel with 17 years of industry experience. She has been with Stifel since 2009 and also maintains a longstanding role at The Boulders since 2004. Johnson holds a Series 66 designation and serves on the boards of the Walker Rotary and Paws and Claws Animal Shelter. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Clausen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Walker, MN, and holds the Series 63 and Series 66 licenses. Clausen serves on the boards of the Confidence Learning Center, which supports people with developmental disabilities, and the Sibley Lake Association, which focuses on lake health. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kami Evers is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. Outside of her advisory role, she works as a retail sales associate and cashier at Home Depot and is a certified notary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Michael Zigler is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at INVEST Financial Corporation and Gradient Investments, LLC. Outside of his advisory work, he is involved with Life Brokerage Fin Group, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.