James Vernon Troumbly

Stephen Connolly Sr. is a financial advisor with The Retirement Planning Center, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Crown Capital Securities, and Summit Financial Group before returning to The Retirement Planning Center, where he has had a long tenure. Connolly also provides investment advisory services through Private Advisor Group. The Retirement Planning Center is an independent, sole-proprietorship firm serving individual clients with services including ongoing portfolio management, written financial planning, and variable sub-account management. The firm emphasizes long-term strategic asset allocation and manages client assets primarily on a non-discretionary basis, often using mutual funds and variable annuity sub-accounts.

Darrel Wick is a financial advisor at Sutterfield Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2016. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model allocations overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Bailey Ziemski Harwood is a financial advisor at OneAscent Financial Services LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Brad Nelson - Thrivent Financial. Outside of her advisory role, she is a part owner of Rapid Towing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, consulting, and back-office support through a variety of advisory teams and utilizes both customized and model-based investment approaches.

Simon Jackson is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He serves as an associate board member of the Grand Rapids Youth Baseball Association and volunteers on the finance council at St. Joseph's Catholic Church. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker-dealer customers, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing both model-based platforms and overlay managers.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.

Brad Nelson is a CFP® with 14 years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC since 2023. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc., totaling over a decade at those firms. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions with customized asset management, financial planning, and consulting services. The firm utilizes both advisor-managed and model-based investment programs and offers additional services including outsourced CIO and CCO functions.