Brett Maloney

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.

Christine Schroeder is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been associated with both LPL Financial and Private Advisor Group since 2012, providing financial planning and asset management services. Schroeder also operates under the DBA StoneBridge Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with additional financial products and services.

Mark Opp is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with LPL Financial and Private Advisor Group, LLC since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Alan Iverson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his advisory role, he spent 19 years working at Anderson Funeral Home as a funeral director. In addition to his advisory work, he is involved with Memory Share, a video streaming company that supports funeral homes by livestreaming and recording services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various topics without discretionary trading authority.