Sara Bolen

Max Peters is the sole advisor at Velouria Capital Management LLC in Cohasset, MN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has worked at Velouria Capital Management since 2011 and concurrently with the City of Cohasset since 2013. Velouria Capital Management serves individual investors, primarily those with under $250,000 in investable assets, offering diversified portfolio development, discretionary management, and ongoing monitoring. The firm’s investment approach combines fundamental and technical analysis, sometimes using short-term trading, and allows clients to place restrictions on certain investments.

Stephen Connolly is the sole advisor at The Retirement Planning Center, an independent advisory firm based in Bovey, MN. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at LPL Financial LLC, Crown Capital Securities, and VSR Advisory Services. Connolly provides investment advisory services through Private Advisor Group, an independent firm separate from LPL Financial. The Retirement Planning Center offers portfolio management, financial planning, and variable sub-account management primarily to individual clients. The firm emphasizes long-term strategic asset allocation and manages most client assets on a non-discretionary basis, using mutual funds and variable annuity sub-accounts.

Darrel Wick is a financial advisor at Sutterfield Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2016. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model allocations overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Bailey Ziemski Harwood is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining OneAscent, Bailey worked at Thrivent Financial and Brad Nelson - Thrivent Financial. Outside of advisory work, Bailey is a part owner of a towing business. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Simon Jackson is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He is an associate board member of the Grand Rapids Youth Baseball Association and serves on the finance council of St. Joseph's Catholic Church. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and integrates a range of investment solutions including unified managed accounts and overlay managers.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.