Robert A Root

Sara Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked at LPL Financial since 2017, previously spending nine years with Investment Centers of America and over two decades with Frandsen Bank & Trust. At Frandsen Bank & Trust, she serves as Vice President and Retail Manager, overseeing teller and customer service operations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Lartch is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Frandsen Bank & Trust since 2018 and at LPL Financial since 2021. Lartch serves as a board member and director of the Pine County Agricultural Society, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Ashley Hartman is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2007. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served nine years with the Department of Defense and currently maintains involvement with Unity Bank. Outside of advising, he co-owns CREO Financial Services, which provides payroll and bookkeeping services for local small businesses, and serves on the finance committee of the Tusen Tack organization, assisting with financial policy and budgeting processes. Cetera Investment Advisers LLC operates as an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with options ranging from automated allocations to customized strategies.

Michael Ritland is a financial advisor with LPL Financial in Pine City, MN, holding a ChFC® designation and Series 63 and 66 licenses. He has 28 years of industry experience, including ten years at Investment Centers of America prior to joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Sydney Nelson is a CFP® designated financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Nelson held positions at Northwestern Mutual and the University of Minnesota, Duluth. Outside of advising, Nelson owns Minnesota Curio Co., where they sell antiques locally on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches.