Jeremy Lewis is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Falcon Financial Group and has professional experience including roles at the University of Wisconsin-Madison and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that leverages third-party asset managers and offers both advisory and brokerage channels.

Matthew Ratchenski is a financial advisor with LPL Financial in Staples, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Central Minnesota Credit Union, CUNA Brokerage Services, and Securian Financial Advisors. Outside of his advisory work, he is the owner of Ratchenski Farms, a farming business he has operated since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Steven Larson is a financial advisor with LPL Financial in Motley, MN, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at SagePoint Financial for eight years before joining LPL Financial in 2020. Larson also operates Larson & Larson Financial, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.