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 with ValMark Advisers, Inc. and Valmark Securities, Inc. for over a decade. 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 nearly 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach that combines fundamental analysis with technical market signals to guide portfolio allocations across various asset classes.

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 25 years of experience in the financial services industry. He is currently with Dakota Wealth, LLC and has previously worked at Securities Service Network and Ledge Wealth Management, Inc. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research methods.

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.

Christopher Chapman is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Prospera in 2019. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

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.

Amanda Demaine is a Series 63-registered financial advisor with 15 years of industry experience. She is currently with Avantax Planning Partners, Inc. and has prior experience at firms including Cetera Wealth Services, LLC and Summit Brokerage Services, Inc. Demaine is based in St. Cloud, MN. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily delivers services through a network of CPA firms and registered advisor representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

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.

Brittany Walter is a CFP® professional with four years of industry experience, currently with AE Wealth Management, LLC. Her prior roles include positions at Paradigm Wealth Management, LLC and MSK Insurance Agency LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion for over 127,000 clients, employing a model portfolio and platform approach with a focus on discretionary management and various investment strategies.

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 at Bankers Life Advisory Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with various Bankers Life entities since 2004. Outside of his advisory role, he serves as a unit supervisor and insurance sales agent, providing life and health insurance services and training fellow agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored portfolio strategies aligned with clients’ goals and risk profiles.

Nathan Bosek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Edge Financial Advisors, Alpha Cubed Investments, and Raymond James/Bremer Bank. He is also licensed to sell life and health insurance, though he dedicates no hours weekly to this activity. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Joseph Zidon is a financial advisor with Principal Financial Services in Saint Cloud, MN, holding a Series 66 designation and six years of industry experience. His career includes roles at Beacon Financial Group, Principal Securities Inc., Principal Life Insurance Company, and Stearns Financial Services. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care insurance, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.