Jamie Schrupp is a financial advisor with Midwest Financial Partners in St. Cloud, MN, holding a Series 66 designation and 15 years of industry experience. He previously worked with Voya Financial Advisors from 2014 to 2017. Outside of advisory work, Schrupp serves as an independent insurance agent and participates on the board of a manufacturing company specializing in custom plastic products. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients, managing approximately $1.5 billion in assets. The firm offers comprehensive portfolio management and retirement plan consulting through a team of nine advisors, employing individualized investment strategies and utilizing institutional custodial platforms and technology solutions.

Tyler Rosin is a financial advisor at Midwest Financial Partners in St. Cloud, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners in 2022, he worked at United Health Group from 2010 to 2022. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm manages approximately $1.26 billion in assets across more than 1,100 client accounts through a team of nine advisors, combining financial planning with discretionary portfolio management using a variety of investment vehicles and offering related family office services.

Tami Mayers is a financial advisor at AIS Planning in St. Cloud, MN, with seven years of industry experience. She holds her Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and NTT DATA Services. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm uses model strategies and sub-advisers for portfolio implementation while maintaining client oversight and offers a range of investment options alongside comprehensive fiduciary retirement-plan services.

Cathy Juilfs is a CFP® professional with 12 years of experience at AIS Planning, where she has worked since 2008. She holds a Series 66 designation and is based in St. Cloud, MN. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships with discretionary assets around $335 million and utilizes model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, implementing diversified portfolios across mutual funds, ETFs, equities, and fixed income.

Kimberly Foster is a financial advisor with Lfa, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Laraway Financial Advisors, Inc. and Cambridge Investment Research Inc. since 2014. Foster is also an independent insurance agent through Laraway Insurance Service Inc. Lfa is an SEC-registered advisory firm managing approximately $309 million for about 473 clients across three offices. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with a model-driven investment approach that includes discretionary and non-discretionary portfolio management and financial planning.

Aaron Hammer is a financial advisor at Lone Peak Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at ValMark Advisers, Inc., ValMark Securities, Inc., and runs Hammer & Associates. Outside of finance, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental and technical analysis to adjust allocations across various asset types and may employ strategies such as short positions, options, and leveraged holdings.

Christopher Hastings is a financial advisor with Lfa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Laraway Financial Advisors, Inc. since 2015 and is also affiliated with Cambridge Investment Research Inc. Hastings operates within a seven-advisor team based in St. Cloud, MN. Laraway Financial Advisors manages approximately $309 million across about 473 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a model-driven investment approach with diversified portfolios and offers services including portfolio management, financial planning, and pension consulting.

Jennifer Lesmeister is a financial advisor with Lfa, holding a Series 66 designation and seven years of industry experience. She has worked at Laraway Financial Advisors, Inc. since 2018 and previously practiced law at Gray Plant Mooty from 2014 to 2018. Lesmeister serves as a committee member for Leave a Legacy Central MN, a public awareness program focused on encouraging charitable giving beyond one’s lifespan. Lfa is an SEC-registered advisory firm managing approximately $309 million for around 473 clients through a seven-advisor team. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach across multiple asset classes and offering both discretionary and non-discretionary portfolio management.

Robin Schaa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, Schaa spent 11 years at Ledge Wealth Management, Inc. She serves as board secretary and a member of the fiscal and governance committees for Anna Marie's Alliance, a women's shelter supporting victims of domestic violence. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Kurt Durrwachter is a CFP® with 26 years of industry experience and is currently with Dakota Wealth, LLC. His prior experience includes roles at Securities Service Network and Ledge Wealth Management, Inc. He holds a Series 63 license. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized, long-term portfolio management with a focus on mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it actively manages private funds and serves as a sub-adviser to a registered ETF.

Marshall Grams is a CFP® with seven years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2024. His prior roles include positions at Ledge Wealth Management, Inc. and TD Ameritrade, Inc. Grams also serves as a helicopter pilot with the Minnesota Army National Guard, a role he has held since 2007, and acts as the treasurer for the St. Cloud Regional Airport Authority. Dakota Wealth, LLC provides wealth management and advisory services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm constructs customized long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and registered ETFs.

Gina Bartell is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Ledge Wealth Management, Inc., and Securities Service Network. Dakota Wealth Management offers comprehensive wealth management and investment advisory services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs a customized, diversified investment approach utilizing various asset classes and combines multiple research methodologies, with additional capabilities such as managing registered mutual funds and acting as sub-adviser to ETFs.

Kim Lillehaug is a CFP® with 30 years of experience in the financial services industry. She is currently with Berger Financial Group, where she has worked since 2020. Prior to that, she spent 15 years at Cambridge Investment Research Advisors and related entities. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, financial and retirement planning, tax planning, succession planning, and retirement plan consulting, employing proprietary long-term investment strategies with a focus on fundamental analysis.

Christopher Chapman is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He has held his current role since 2019 and previously worked for Wells Fargo Advisors Financial Network LLC for 10 years. He holds the Series 66 designation. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Paul Schmidt is a financial advisor with Focus Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at OSAIC, LPL Financial, and SII Investments, Inc. He also serves as president of Palisade Investments, Inc., an S-Corp established for tax purposes related to his securities business. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Samuel Ronlund is a financial advisor at Dakota Wealth, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ledge Wealth Management, Inc. and Securities Service Network, Inc. Outside of his advisory work, he is a 10% owner of Tandem Bagels, a small business in Northfield, MN, though he holds no active role there. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using a diversified mix of investment vehicles and employs a combination of fundamental, technical, and cyclical research methods, serving both high-net-worth clients and institutional investors.

Talbot Millar is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Wheeler DeGraaf Financial, DeGraaf Financial, and GB & Company, as well as several years in full-time education. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and operational support services. The firm offers discretionary portfolio management through its Investment Management and Research team and maintains a significant clearing and custody relationship with National Financial Services LLC.

Timothy Parenteau is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career with affiliated entities extends back to 2004, primarily with Bankers Life and Casualty, where he also serves as a unit supervisor and insurance sales agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Cory Ritter is a Series 65 licensed financial advisor with Cetera Planning Partners, bringing three years of industry experience. He previously worked at Avantax Planning Partners and serves as a partner at Schlenner Wenner & Co, a full-service CPA firm, where he manages tax and accounting services. Ritter is also the treasurer of the Monticello Chamber of Commerce & Industry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolios and provides additional services such as tax preparation, bookkeeping, and estate planning through third-party providers.