Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

Jason Hallonquist is a CFP® professional with 23 years of experience in financial planning and investment advisory services. He has been with AIS Planning since 2008 and previously worked at Winona Bank Holding Company Financial Services. Outside of his advisory role, Hallonquist serves on the board of Anne Marie's Alliance, a battered women’s shelter and support system, and is active in several community organizations including the Rotary Club of St. Cloud and the St. Cloud Chamber of Commerce. AIS Planning is a team of nine advisors serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness across a variety of investment vehicles.

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Charles Shaefer is a financial advisor with AIS Planning in Fort Myers, FL, holding a Series 63 designation and 12 years of industry experience. He has worked at AIS Planning since 2015 and previously at Keystone Wealth Advisors, Inc. from 2013 to 2018. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, utilizing model strategies and sub-advisers while maintaining oversight and client communication.

Nathan Goebel is a CFP® with eight years of industry experience and is an advisor at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs a team of nine advisors and manages several hundred client relationships, implementing portfolios primarily through model strategies and sub-advisers while maintaining oversight and client communication.

Sydney Meyer is a financial advisor at AIS Planning with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Five Star Financial, Sagepoint Financial, and Northwestern Mutual. Meyer is also an independent insurance agent licensed in accident & health, property & casualty, and life insurance. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers while maintaining client oversight and using asset-allocation, diversification, and tax-awareness principles.

Sarah Noble is a financial advisor at AIS Planning with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at AIS Planning since 2019, with a brief tenure at Great Valley Advisor Group in 2023. Outside of her advisory role, she is the owner and president of Elevate Collective, LLC, a marketing consulting firm specializing in brand awareness, content creation, and video scripting. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing discretionary assets of approximately $335 million through a team of nine advisors. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness principles in its investment approach.

Sommer Oslund is a Series 65-licensed advisor at AIS Planning in St. Cloud, MN, with one year of industry experience. Prior to joining AIS Planning, she worked at Baby's on Broadway for six years and held roles at Health Partners and as a homemaker. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through model strategies and sub-advisers, offering financial planning, investment management, and qualified retirement plan consulting.

Christopher Duke is a CFP® with six years of industry experience, currently serving as an advisor at AIS Planning in St. Cloud, MN. His prior roles include positions at Fitzwilliams Financial and Signature Family Wealth, as well as experience outside the financial sector. AIS Planning is a registered investment adviser that serves individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds.

Tami Mayers is a financial advisor at AIS Planning in St. Cloud, MN, with seven years of industry experience. She holds her Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and NTT DATA Services. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm uses model strategies and sub-advisers for portfolio implementation while maintaining client oversight and offers a range of investment options alongside comprehensive fiduciary retirement-plan services.

Cathy Juilfs is a CFP® professional with 12 years of experience at AIS Planning, where she has worked since 2008. She holds a Series 66 designation and is based in St. Cloud, MN. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships with discretionary assets around $335 million and utilizes model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, implementing diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Aaron Hammer is a financial advisor with Lone Peak Advisers in St. Cloud, MN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at ValMark Advisers, Inc. since 2014 and Valmark Securities, Inc. since 2006, and has operated Hammer & Associates since 2001. Outside of advising, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services, managing approximately $119 million in assets. The firm employs a tactical, trend-focused investment approach using a combination of fundamental and technical analysis.

Christopher Chapman is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Nathan Bosek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Edge Financial Advisors, Alpha Cubed Investments, and Raymond James/Bremer Bank. He is also licensed to sell life and health insurance, though he dedicates no hours weekly to this activity. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Paul Schmidt is a financial advisor with Focus Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at OSAIC, LPL Financial, and SII Investments, Inc. He also serves as president of Palisade Investments, Inc., an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Brittany Walter is a CFP® professional with three years of industry experience. She is currently with AE Wealth Management, LLC and has previously worked at Paradigm Wealth Management, RehabAuthority, and Ameriprise Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining models managed internally and by third parties, along with discretionary asset management and financial planning services.

Talbot Millar is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Wheeler DeGraaf Financial, DeGraaf Financial, and GB & Company, as well as several years in full-time education. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and operational support services. The firm offers discretionary portfolio management through its Investment Management and Research team and maintains a significant clearing and custody relationship with National Financial Services LLC.

Joseph Zidon is a financial advisor with Principal Financial Services in Saint Cloud, MN, holding a Series 66 designation and six years of industry experience. His career includes roles at Beacon Financial Group, Principal Securities Inc., Principal Life Insurance Company, and Stearns Financial Services. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jordan Olson is a CFP® professional with 10 years of industry experience, currently affiliated with Principal Financial Services. His background includes roles at Edward Jones, Wells Fargo, J.P. Morgan Securities, and TD Ameritrade. He also directs investment services for a credit union, providing financial and retirement planning guidance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals and institutions, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Robert Brooks is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His work history includes roles at Wheeler DeGraaf Financial and DeGraaf Financial, as well as positions in community and veteran services and banking. Outside of finance, he is involved with Brooks Farm & Greenhouse in Princeton, MN. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.