Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has been with Independent Financial Group since 2014 and has a long tenure with Western Fraternal Life dating back to 1983. Outside of her advisory work, she is involved in farming and beekeeping as a 50% owner and holds ownership interests in rental properties. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers through its national network of Investment Adviser Representatives.

Steven Hansen is a CFP® and ChFC® with 31 years of industry experience. He is currently a financial planner at Cetera and its affiliated entities, having previously worked with Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers supports a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services with a diverse mix of advisor-managed accounts and third-party managed solutions.

Bailey McMahon is a financial advisor at Thrivent Investment Management with three years of industry experience. They hold Series 63 and Series 66 designations and have prior experience with Northwestern Mutual Wealth Management Company. Outside of finance, Bailey has worked in the food service industry, including roles in grill and catering operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s approach combines comprehensive planning with managed-account programs under a consolidated billing structure called WealthPlan.

Marcy Weaver is a financial advisor at Edward Jones with eight years of industry experience. She has held her Series 66 designation and previously worked at MicroNet from 2005 to 2017 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Lillie Pearo is a financial advisor with Ameriprise in Crosslake, MN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team. The firm combines research and modeling with algorithmic tools to generate tailored retirement income recommendations.

Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

Randal Thompson is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held various roles in hospitality and retail sectors. He previously owned a handyman and landscaping business that is currently inactive and being wound down. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics through a network of financial advisors. The firm’s approach separates planning from managed-account services and does not include discretionary portfolio management for institutional clients.

Kermit Iverson is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated firms since 2001, as well as North Star Bank since 2000. Iverson participates in referral networking groups to obtain and refer business with other professionals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed solutions.

Jason Martinson is a financial advisor with Edward Jones in Nisswa, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his financial advisory work, he serves as an 8th grade football coach for Brainerd Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Kysa Corbett is a financial advisor at Edward Jones with over 23 years of industry experience, including a long tenure at Wells Fargo. She holds a Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory work, she volunteers as a speech judge at high school tournaments in Pequot Lakes, Minnesota. Edward Jones serves a broad client base including individual and institutional investors, offering a range of wealth management services through a large network of advisors and offices. The firm provides both discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Scott Roberts is a financial advisor with Edward Jones in Lake Shore, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Jacob Winters is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Frandsen Bank & Trust, Everest Financial Group, Securities America, and Ameriprise Financial Services. Winters’s work history also includes a brief period with Your Boat Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, with an option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”

Dillon Larson is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Bremer Bank. Outside of finance, he is the author of a children’s book available on Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a range of topics such as retirement and estate planning. The firm offers these services through a network of financial advisors without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing system.

Jacob Lewis is a financial advisor with Equitable Advisors in Pequot Lakes, MN. He holds a Series 66 designation and has 15 years of industry experience, including over a decade at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is co-owner of Lewis Family Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Maxfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Fidelity Investments and Wells Fargo Advisors. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its Institutional Fiduciary Solutions division.

Joseph Zandlo is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He was also involved with University of Minnesota Athletics for 18 years. Outside of his advisory role, Mr. Zandlo owns Finding Who Consulting, where he provides personal coaching and leadership development, and he is the author of a book based on his doctoral dissertation about how people recreate purpose after retirement. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative, goal-focused relationships using firm-approved analytical tools.

Blake Kral is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. He has worked with Cetera and Cetera Wealth Services since 2024 and is also associated with North Star Resource Group. Outside of financial advising, he owns Optimum Docks, a business specializing in the installation and removal of docks, and serves as an elected board member of the Brainerd Chamber of Commerce. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions to meet client needs.

Cole Nicholson is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Woodbury Financial Services Inc for one year and was a student for ten years. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house Research team and a large network of investment adviser representatives.

Scott Nicholson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for ten years before joining LPL Financial in 2023. Outside of his advisory work, he is the owner of TOP SPLASH SWIM & TRI, LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with in-house research and offers a range of delivery options, from financial planning to third-party asset management, tailored to client needs.