Kristin Iverson is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2017. She has eight years of industry experience and previously worked with The Salvation Army from 2013 to 2017. Iverson serves on several community boards including Williams County Community Service and Sanford Health, and she is president of the Tioga Lions Club. She is also part owner of White Earth Bay Campground and co-hosts an annual women's goal-setting summit watch party. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s services focus on a broad range of planning topics and allow clients to combine planning with managed accounts under its WealthPlan consolidated billing option.

Brian Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Investment Centers Of America, Inc. for 24 years before joining LPL Financial in 2017. 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 wide array of non-advisory financial products.