Martin Radi

Jennifer Janson is a financial advisor with Thrivent Investment Management in Perham, MN, holding a Series 66 designation and having five years of industry experience. Before joining Thrivent in 2020, she spent nine years with Tastefully Simple and ten years with Mary Kay. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based planning across various financial topics without including implementation services. The firm allows clients to combine planning with managed-account programs under consolidated billing while keeping services separate.

Alan Lepp is a financial advisor at Edward Jones in Perham, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the United States Department of Agriculture for 14 years. Outside of his advisory work, he coaches youth hockey for a local team in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Myron Roe is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He worked at Investment Centers Of America, Inc. for 19 years before joining LPL Financial in 2017. Outside of his advisory role, he serves on the Endowment Committee for Calvary Lutheran Church and is the treasurer of the Perham Area Scholarship Fund. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Graff is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Perham, MN. Outside of his advisory role, he is involved in community activities including serving as a youth hockey coach, a board member of the Perham Rotary Foundation, and holding leadership roles in local investment partnerships and senior housing projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary strategies, supported by a large nationwide advisor and branch network.

April Diederich is a CFP® with 20 years of experience in financial advising. She has been with Ameriprise since 2005, currently serving at their Richville, MN office. Outside of her advisory work, she owns St. Cloud Financial Planning Services, which provides secretarial and office administration support to financial planning practices. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored recommendations through a centralized consulting team.