Lauren Ann Brown

Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Christopher Mckern is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 26 years of industry experience, including roles at Northstar Financial Partners, LLC and Pratt Kutzke and Associates, LLC. Outside of advisory work, he is an enrolled agent providing tax advice and preparation services to farming and business clients through MFG, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Easton Knoll is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining the financial industry, he worked in education at Kasson-Mantorville High School and Winona State University, and also has experience in a small business, Pat Bigelow Painting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets, offering a range of managed-account programs and access to third-party asset managers.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for over three decades at the Mayo Clinic. Lohmeyer serves as a board member for Pine Island Area Home Services, a nonprofit providing senior care and community services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separation between planning and investment management.