Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.

Katelyn Michaletz is a Series 66-licensed financial advisor with DAI Wealth, LLC, where she has worked since 2023. She has three years of experience in the financial industry, including four years running her own advisory firm prior to joining DAI Wealth. Outside of her advisory work, Katelyn is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various types of retirement plans. The firm combines advisor-led portfolio customization with third-party models and platforms, offering a range of investment management and financial planning services.

Robert Tanhoff is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Tanhoff serves on the board of directors for House of Hope, an organization focused on addiction recovery and mental health counseling. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Michael O’Toole is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes tenures at AEI Securities, Inc. and AEI Fund Management, Inc. Outside of his advisory role, he is a licensed real estate broker involved in residential and land transactions unrelated to his firm. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets and serving a diverse client base that includes individual, institutional, and high-net-worth clients. The firm combines advisor-led portfolio customization with third-party model and platform solutions, offering a range of investment management and retirement-plan advisory services.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at DAI Securities LLC, Concorde Investment Services, LLC, and DAI Wealth LLC. Michaletz is also an investment advisor representative at Waypoint Wealth Strategies, offering fee-based advisory services. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals and institutions. The firm combines advisor-led portfolio customization with third-party models and platforms, providing a range of investment management and retirement-plan advisory services.

Paige Asplin is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in healthcare and education settings, including four years at Mayo Clinic. In addition to her advisory role, she works as a registered nurse providing skilled in-home care. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based portfolios with a focus on asset allocation and employs both proprietary and third-party platforms to manage client investments.

Anthony Workman is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2001 and operating Workman Retirement Planning, LLC since 2006. His other business activities include acting as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across multiple asset classes and investment vehicles.

Thomas Anderson II is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and Valmark Securities, Inc., where he has worked since 2022. His prior experience includes roles at Avantax Insurance Agency, Kansas City Life, Mutual of Omaha, and Avantax Advisory Services. Outside of his advisory work, Anderson is a partner and operator of The Signpost, LLC, a sign manufacturing and sales business, and serves as an elder and treasurer at Harvest Community Church, as well as chapter president and instructor for the American Financial Education Alliance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a variety of proprietary platforms and support services designed to meet a broad range of client needs.

Gretchen Rehm is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Horace Mann Investors for 18 years before joining Capital Analysts and Lincoln Investment in 2021. Outside of her advisory role, she serves as a school board member and nonprofit board member focused on educational grants. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

Dustin Sauter is a CFP®-certified financial advisor with nine years of industry experience, currently serving clients at Commonwealth Financial Network in North Mankato, MN. He has worked at Commonwealth since 2016 and is also a co-owner of Pratt Financial, Inc., a private entity focused on securities, advisory, and insurance business. Prior to that, he held positions with Horace Mann Investors, Inc., Horace Mann Companies, and the Don Wendel Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized indexing options, while providing operational, compliance, and practice-management support to affiliated advisors.

Adam Kunkel is a financial advisor at Commonwealth Financial Network in North Mankato, MN, holding a Series 66 designation with eight years of industry experience. His career includes roles at Edward Jones and Pratt Wealth Management. He also engages in fixed insurance sales as a minor business activity. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Bradley Pratt is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth since 2012 and also maintains a long-standing role at Pratt, Kutzke & Associates LLP since 2001. Pratt is involved in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction and offering proprietary model portfolios managed by its Investment Management and Research team.

Scott Weilage is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance, and he has managed Weilage Corporation and Weilage Insurance Group for several decades. Outside of advisory work, he is president of Weilage Holdings, LLC, and Wealth Centers of America, both involved in insurance and property management activities. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans, with more than 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, utilizing diverse investment approaches across multiple platforms.

Drew Totland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. Prior to joining Commonwealth, he worked at Thrivent Financial and Pratt Wealth Management. Outside of his advisory role, he is employed as a bouncer at a local tavern in Mankato, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bryan Pratt is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Pratt Wealth Management since 2020 and has been with Commonwealth Financial Network since 2012. Pratt has co-ownership interests in private entities related to securities administration and commercial real estate in North Mankato, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party managers, retirement consulting, and custody services, offering a range of investment options across mutual funds, ETFs, individual securities, and tax-aware strategies.

Casey West is a financial advisor with Principal Financial Services, holding a Series 63 credential and 17 years of industry experience. He has worked at Principal Life Insurance Company since 2009 and is currently with West & Mager Insurance & Financial Services. Outside of advising, West serves as a board member for both the Rivers Edge Hospital Commission and the St. Peter Lions Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Borgstahl is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Borgstahl is involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Adam Neubauer is a CFP® professional with 12 years of experience in financial advising, currently working at Edward Jones since 2014. He holds the Series 66 designation and is based in Mankato, MN. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.