Kalee Marie Olson

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 CFP® and holds a Series 65 license with two years of industry experience. He is currently with Inspire Advisors, LLC and has previously worked at Vermillion Wealth Management, Rosemount, Inc., and Optum Labs among others. Additionally, he is an independent licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of investment strategies, often utilizing sub-advisors and proprietary ETFs.

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Christine Schroeder is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and was previously with Merrill from 2004 to 2012. She holds Series 63 and Series 65 licenses. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party investment managers.

Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.