Roger Allan Norris

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.

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 CFP® professional with 14 years of industry experience. He is currently an advisor at &PARTNERS and previously worked at Edward Jones for 13 years. He serves as a board member of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies, and operates under dual registration as an investment adviser and broker-dealer.

Phillip Gilbert is a CFP® with 12 years of industry experience, currently advising at &PARTNERS since 2026. He previously worked at Edward Jones for 12 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary account management.