James C Meyer

David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cetera Investment Services since 1996 and First National Bank of Sauk Centre since 1995. He serves as a board member of the Sauk Centre Area Community Foundation, assisting with the establishment of a new foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement planning services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering diverse portfolio management solutions including discretionary and non-discretionary options and access to third-party money managers.

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this position, she served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Her career in financial services began as a Bank Teller at U.S. Bank between 2019 and 2020, followed by several roles at Ameriprise Financial including Financial Planning Assistant, Financial Planning Analyst, and Associate Financial Advisor from 2020 to 2024. She holds a California Insurance License which supports her work in financial planning and consulting. Emma emphasizes the importance of trust and open communication in building financial plans, focusing on understanding clients' goals and concerns to co-create personalized strategies that adapt through different stages of life. Outside of her professional life, Emma enjoys spending time at the beach, engaging in fitness activities, attending social events with friends, photography, and traveling.

Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 10 years and has been associated with Central Minnesota Credit Union for over two decades. Outside of her advisory role, she is a co-owner of a farm under Cedarwood Ridge LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment approaches, including model portfolios and third-party asset management, supported by advanced operational tools.