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.

Eric Nesheim is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Nesheim operates under the DeRosier and Associates name as part of his advisory services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Julie Dillon is a financial advisor with Money Concepts Capital Corp in Brainerd, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has previously worked at several firms, including Midwest Professional Planners, Ltd., Investment Centers of America, and Dillon Financial Partners. Outside of financial advising, she operates a sole proprietorship called The Laser Belle, specializing in laser engraving art and crafts. Money Concepts Capital Corp serves individual clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage roughly $3.33 billion across about 14,700 clients.

Rebecca Janey is a financial advisor with Primerica Advisors in Crosby, MN, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and has held roles at LifeWorks Services and ACR Homes, Inc. outside of her advisory work. In addition to her advisory duties, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Eric Davidge is a financial advisor with Stifel, holding the CFP® designation and over 33 years of industry experience. He has worked at Stifel since 2009 and previously at UBS Financial Services and U.S. Bancorp Piper Jaffray. Outside of his advisory role, he serves on several local boards, including the Brainard Sports Boosters and the Brainerd Amateur Sports Foundation, supporting youth sports and athletic development. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical tools for asset allocation and financial planning to support client decision-making.

Heather Carey is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Voya Financial Advisors, Otis-Magie Insurance/ING FP, and Frandsen Bank & Trust. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.

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.

Leah Hoeft is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 66 license and having one year of industry experience. She previously worked for Morrie's for ten years. Outside of her advisory role, she owns and operates Ripley Farms LLC, a business involved in hay and animal sales. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

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.

Avery Davidge is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Davidge worked at CliftonLarsonAllen and has experience in education and community activities. Outside of his advisory role, he serves as an assistant high school dance coach for Independent School District No. 181. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning analyses.

Andrea Lundberg is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has been associated with Cetera Advisors LLC since 2017 and also operates Lemieux Wealth Strategies, LLC, where she is involved in marketing and operations. Outside of advisory roles, Lundberg participates as a committee member in a local business networking group. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through an extensive network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Todd Tucker is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Good Job Software, eSmart Systems, Smart Energy Water, Verint, Inc, and Itron, Inc. Tucker is associated with Tiedemann Farms, a family farm in Euclid, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Samuel Haug is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Outside of his advisory role, he has worked in supervisory and service positions at Cragun's Legacy Courses, a resort and golf course. 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 solutions supported by a large national network of advisors and branch offices.

Tara Hemsing Woitalla is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Thrivent Financial for Lutherans. Outside of her advisory role, she owns and manages a family farm and operates Retirement Designs LLC, a financial advising business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

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.

William Weiss is a Series 66-registered financial advisor with Thrivent Investment Management, based in Baxter, MN, and has five years of industry experience. Prior to his current role at Thrivent, he worked at Camp Foley and the Theodore Roosevelt Medora Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate billing and oversight.

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.

George Hart Jr. is a financial advisor with RBC Capital Markets who holds the Series 63, Series 65, and Series 66 designations and has 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been associated with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, along with integrated services such as financial planning, custody, and brokerage.