Nathan Monroe is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Old National Bank and LPL Financial since 2010. Outside of his advisory role, Monroe is involved with a real estate rental business managing residential properties. 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 various investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Cheryl Martin is a CFP®-certified financial advisor with Ameriprise, bringing 36 years of industry experience. She has been with Ameriprise and its predecessor since 1989. Martin serves on the boards of the School District #4 Foundation and ANGELS of McGregor, MN. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.