Michael Jansen is the sole advisor at Intune Management Corp., an independent, state-registered investment advisory firm. He holds a Series 63 designation and has 20 years of industry experience. Outside of his advisory role, he serves as a director of J&B Pallets, a wood shipping pallet recycling company. Intune Management Corp. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, as well as small businesses, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios that include stocks, mutual funds, ETFs, options, and bonds, with periodic reviews and client-imposed investment restrictions.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house Advisory Committee.

Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.

Loni Morrow is a financial advisor at EFS Advisors with six years of experience in the industry. She holds Series 63 and Series 65 licenses and previously worked at Knobbe Martens for eight years. Outside of her advisory role, she is an attorney and involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts quarterly fund performance reviews through an in-house Advisory Committee.

Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.

Alex Rootes is a financial advisor at EFS Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory career, he worked in various educational roles, including positions at Castle Elementary School and Meadow Lake Elementary. EFS Advisors provides investment advisory and financial consulting services to a broad client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts regular performance reviews through an in-house Advisory Committee.

Kent Schutte is a CFP® professional with 39 years of industry experience, currently serving at EFS Advisors in Cambridge, MN. He has been with EFS Advisors since 1994 and also worked with Advanced Advisor Group LLC since 2006. Outside of his advisory role, Schutte is involved in several business ventures including part-ownership in an agricultural business and operational oversight in benefits administration, and he serves on the board of a wellness community retreat center. EFS Advisors provides investment advisory and financial consulting services to a diverse client base that includes individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to guide portfolio recommendations and maintains continuous supervisory management with quarterly fund reviews conducted by an in-house Advisory Committee.

Tyler Frost is a CFP® with 24 years of industry experience, currently serving as a financial advisor at EFS Advisors in Cambridge, MN. He previously worked at VOYA Financial Advisors and Advanced Advisor Group LLC. Outside of his advisory role, he is an investor in an internet television start-up, YIP TV. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system for model portfolio recommendations and offers continuous supervisory portfolio management with an in-house Advisory Committee conducting quarterly performance reviews.

Jesse Babich is a financial advisor at Advanced Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with EFS Advisors and Advanced Advisor Group since 2010. Outside of his advisory role, Babich is active in community service as President of the Kiwanis Club of Hibbing, MN, serves on the board of the Elks Lodge #1022, and is a Hibbing Public Utilities Commissioner. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process and maintains an internal Advisory Committee to oversee investment decisions and portfolio reviews.

Ryan Gatzlaff is a financial advisor at EFS Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advanced Advisor Group LLC since 2014. In addition to his advisory role, Gatzlaff has been a business teacher and public address announcer for Houston Public Schools since 2002. EFS Advisors serves a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring system to recommend model portfolios, offers continuous supervisory management, and provides estate-planning education and consulting services.

Joseph Albrecht is a financial advisor at Advanced Advisor Group, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at EFS Advisors, Thompson Concrete, Dunham's Sports, and Kazemba Farms. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews of investment decisions through an internal Advisory Committee.

George Leistikow is a financial advisor at EFS Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at EFS Advisors since 2016, with prior experience at Waddell & Reed Inc from 2014 to 2016. Outside of his advisory work, Leistikow is a non-investing co-owner of Kessel Run Farm, where he is involved in selling side products from a hobby farm at farmers markets and to individuals. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system and an Advisory Committee that conducts quarterly fund reviews, offering portfolio management and financial education through various programs.

Mathew Kempenich is a financial advisor at EFS Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at CHS, Inc. and Tumalo Creek Transportation. EFS Advisors serves a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and provides continuous supervisory portfolio management with oversight from an in-house Advisory Committee.

Mark Gade is a financial advisor at EFS Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EFS Advisors since 2016, with prior experience at Advanced Advisor Group LLC and PGC. EFS Advisors provides investment advisory and financial consulting services to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management, supported by an in-house Advisory Committee that conducts quarterly fund reviews.

Rebecca Trethewey is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at EFS Advisors since 2015, with a concurrent role at Advanced Advisor Group beginning in 2018. Trethewey serves as a board member of the North 65 Area Chamber of Commerce in Isanti, MN, where she participates in local business promotion and networking activities. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and conducts ongoing portfolio management with discretionary authority when agreed.

Brandt Wendland is a financial advisor with EFS Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Feltl and Company for 13 years before joining EFS Advisors and Advanced Advisor Group in 2017. Outside of finance, Wendland operates Wendland Woods, a woodworking business specializing in custom bartops and tabletops. EFS Advisors serves a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and provides continuous supervisory portfolio management with discretionary authority when agreed.

Mariah Peters is a financial advisor at EFS Advisors with one year of industry experience. She holds a Series 66 designation and has previously worked with Advanced Advisor Group LLC and served in various roles including youth camp instructor and blackjack dealer for nonprofit charitable gaming organizations. Peters also assists with youth softball camps at the University of North Dakota. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, businesses, charitable organizations, and qualified retirement plans. The firm uses a client-centric suitability scoring system to recommend model portfolios and conducts quarterly fund performance reviews through an in-house Advisory Committee.

William Berning is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Advanced Advisor Group LLC and EFS Advisors since 2025. Outside of his advisory work, Berning has been a special education teacher at Willmar Public Schools since 2016. EFS Advisors serves a broad client base including individual, business, charitable, and retirement plan clients. The firm employs a client-centric suitability scoring system to recommend model portfolios and provides continuous supervisory portfolio management with quarterly fund reviews by an in-house Advisory Committee.