Lauren 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.

Robert Bernard III is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Carlson Capital Management, Fisher Investments, Thrivent Investment Management, and Northwestern Mutual. Outside of his advisory role, he is co-owner of a small family seasoning business called Pastor Bob's Grillin' Magic, which operates under a cottage food license. Retirement Planners of America is an SEC-registered investment adviser managing approximately $4 billion for individuals, plan participants, and institutions. The firm uses a tactical “invest and protect” strategy involving BNY Mellon-sponsored ETFs, government money market funds, and cash, providing discretionary portfolio management, financial planning, and consulting services.

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.

Jeffrey Lohmeyer is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 registrations and has three years of industry experience. Prior to joining Thrivent, he worked at Mayo Clinic for 33 years. He serves as a board member for Pine Island Area Home Services, which provides senior care and services to local residents. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a range of financial planning topics without implementing them. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”