Richard Mark Jennissen

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 24 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Anfinson Thompson & Co. since 2007. Outside of his advisory role, Anfinson serves on the boards of two nonprofit health organizations, Carris Health LLC and Centra Care Health. Cetera Investment Advisers LLC is a large SEC-registered firm that provides a range of investment advisory and retirement services to individuals, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple portfolio management options, including access to affiliated and third-party managers, and manages assets exceeding $256 billion.

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this position, she served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Her career in financial services began as a Bank Teller at U.S. Bank between 2019 and 2020, followed by several roles at Ameriprise Financial including Financial Planning Assistant, Financial Planning Analyst, and Associate Financial Advisor from 2020 to 2024. She holds a California Insurance License which supports her work in financial planning and consulting. Emma emphasizes the importance of trust and open communication in building financial plans, focusing on understanding clients' goals and concerns to co-create personalized strategies that adapt through different stages of life. Outside of her professional life, Emma enjoys spending time at the beach, engaging in fitness activities, attending social events with friends, photography, and traveling.

Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes a decade at Cuna Brokerage Services, Inc., and over 20 years with Central Minnesota Credit Union. Outside of her advisory work, she is a co-owner of a farm business, Cedarwood Ridge LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.

Tricia Klaphake is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.