Roberta Munkeby is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations, and has 28 years of industry experience. She has been affiliated with New York Life Insurance and Nylife Securities Inc. since 1997 and joined Eagle Strategies in 2023. Outside of her advisory role, she is appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Jeffrey Juelson is a financial advisor with Wells Fargo Advisors in Lisbon, ND, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Bremer Investments and Bremer Bank from 2012 to 2024. He owns and operates JAJ Investments LLC, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and specialized planning areas. The firm delivers tailored recommendations supported by proprietary research and planning tools, with implementation options through various brokerage and advisory programs.