Jay Berg

Aaron Britz is a financial advisor at Legacy Retirement Advisors in Mankato, MN, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy Wealth Management since 2012. Outside of advising, he provides basic accounting and bookkeeping services for a trucking company. Legacy Retirement Advisors serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing an "advance-and-protect" investment approach that combines strategic asset allocation and tactical adjustments. The firm uses diversified portfolios of ETFs, stocks, and mutual funds, emphasizes tax efficiency, and offers both fixed-fee planning and integrated wealth-management services.

Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.

William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.

Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Jacob Staszak is a financial advisor at Actify Investor Retirements, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Actify since 2017, following a year with Plan Administrators. He also serves as a regional vice president for Vestwell, a 401(k) recordkeeper. Actify Investor Retirements, LLC advises retirement plan sponsors and individual IRA participants primarily through payroll-deduction IRA arrangements and plan menu services. The firm offers investment advisory services, model-based portfolio management, and financial planning support, operating mostly on a non-discretionary basis with an emphasis on risk-based model portfolios and participant education.

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.