Michael Jansen

Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he participates in insurance sales. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment approach and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with an emphasis on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor at EFS Advisors with six years of experience in the industry. She holds Series 63 and Series 65 licenses and previously worked at Knobbe Martens for eight years. Outside of her advisory role, she is an attorney and involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts quarterly fund performance reviews through an in-house Advisory Committee.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Alex Rootes is a financial advisor at EFS Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory career, he worked in various educational roles, including positions at Castle Elementary School and Meadow Lake Elementary. EFS Advisors provides investment advisory and financial consulting services to a broad client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular performance reviews through an in-house Advisory Committee.