Phillip Evans Gilbert

Kevin Mann is a CFP® with 31 years of experience in the financial industry. He has worked at Mann Financial Group since 2000 and previously held roles at Cantella & Co., Inc., Moorhead Partners LLC, and Raymond James Financial Services. Mann is also a licensed insurance agent involved in the sale and servicing of various insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Brian Mann is a CFP® with 20 years of experience in the financial services industry. He is a principal at Mann Financial Group in Detroit Lakes, MN, where he has worked since 2012. Prior to founding Mann Financial Group, he was with Raymond James Financial Services Advisors Inc. and Cantella & CO., Inc. Additionally, he is a licensed insurance agent and sells various non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, along with retail clients through a wrap-fee program. The firm employs a diversified, risk-based asset allocation approach and serves a high client load relative to similar firms.

Roger Norris is a financial advisor with Colliers Securities LLC in Detroit Lakes, MN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Norris is the author of a novel currently seeking a publisher, serves as a director of the Norris Innovation Center focused on preserving family legacy through digital archival work, and is developing a children’s investment education app. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by third-party sub-advisers.

Jameson Holehouse is a CFP® with three years of industry experience, currently serving at Destiny Capital Corporation. He previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. His background also includes roles with Young Life and West Virginia University. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, and estates, with a specialized focus on entrepreneurs. The firm manages approximately $382 million for about 260 clients through an eight-advisor team across six offices, offering discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines Modern Portfolio Theory with tactical adjustments and integrates ESG analysis into portfolio construction.

Craig Brand is a financial advisor with Calton & Associates, Inc. in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Capital Financial Services and has been self-employed since 1997. Outside of his advisory role, Brand is involved in the service and sale of fixed life insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of program structures and analytic approaches tailored to client goals and risk tolerance.

Aaron Tait is a Certified Financial Planner™ and holds the Series 66 designation, with 14 years of industry experience. He has worked at &Partners since 2025 and previously spent 13 years with Edward Jones. Outside of his advisory role, Tait serves as a board member of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, employing both proprietary and third-party investment strategies through the Envestnet platform.