Casey Nelson is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. from 2010 to 2017. Nelson is also employed part-time as a sales agent with One Digital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Bathke is a financial advisor with LPL Financial in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at GWFS Equities, Inc. and has held various positions in different industries including technology and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by research and model portfolios.