Richard Jennissen

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

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, she served as a Planning Consultant at Fidelity Investments starting in 2024. Emma's career in financial services began at Ameriprise Financial, where she progressed through several positions including Associate Financial Advisor from 2023 to 2024, Financial Planning Analyst from 2022 to 2023, and Financial Planning Assistant from 2020 to 2022. She also gained experience as a Bank Teller at U.S. Bank from 2019 to 2020. Emma holds a California Insurance License. Her approach to financial consulting emphasizes trust and open communication, focusing on understanding clients' goals and concerns to collaboratively develop personalized financial plans. Outside of her professional work, Emma enjoys activities such as beach outings, fitness, social events with friends, photography, and traveling.

Stephanie Mayers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services, Inc. for ten years and has been involved with Central Minnesota Credit Union since 2002. Outside of her advisory role, she is a co-owner of a farm business in Melrose, MN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tricia Klaphake is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and offers a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.