Robert Lewis Winters

Scott Weinzierl is a financial advisor with Sutterfield Financial Group, Inc. in Bemidji, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Sutterfield Financial Group since 2010 and has also worked at Purshe Kaplan Sterling Investments since 2013. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm offers financial planning, consulting, investment management, captive insurance formation, and accounting/tax preparation services, managing client portfolios using proprietary model portfolios guided by an internal investment committee.

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Tabitha Lundstrom is a financial advisor with The Fiduciary Alliance, holding a Series 65 designation and two years of industry experience. She has been affiliated with Stewardship Investments since 2015. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific approach guided by various analytical methods and offers a distinctive business model that includes serving other advisers and utilizing performance-based carried interest arrangements for certain alternative investments.

Nancy Mc Coyne is a Series 66 licensed financial advisor at Ascentis Independent Advisors, LLC with four years of industry experience. She has worked at Golden State Equity Partners, LLC since 2023 and previously spent seven years at Ameriprise. She also operates Arise Wealth Management as a registered investment advisor business under Golden State Equity Partners. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm offers tailored investment advice using a range of strategies and manages portfolios through discretionary management, third-party managers, and co-advisory arrangements.

Craig Cameron is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Bemidji, MN. Outside of financial advising, he is the owner of a real estate rental business, Real Estate Problem Solvers, located in Bemidji. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.