Travis Roberts

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Rebecca Janey is a financial advisor with Primerica Advisors in Crosby, MN, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and has held roles at LifeWorks Services and ACR Homes, Inc. outside of her advisory work. In addition to her advisory duties, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Eric Davidge is a financial advisor with Stifel, holding the CFP® designation and over 33 years of industry experience. He has worked at Stifel since 2009 and previously at UBS Financial Services and U.S. Bancorp Piper Jaffray. Outside of his advisory role, he serves on several local boards, including the Brainard Sports Boosters and the Brainerd Amateur Sports Foundation, supporting youth sports and athletic development. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical tools for asset allocation and financial planning to support client decision-making.

Heather Carey is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Voya Financial Advisors, Otis-Magie Insurance/ING FP, and Frandsen Bank & Trust. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.

Leah Hoeft is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 66 license and having one year of industry experience. She previously worked for Morrie's for ten years. Outside of her advisory role, she owns and operates Ripley Farms LLC, a business involved in hay and animal sales. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.