Ammon Crook is a financial advisor with EFS Advisors located in Cambridge, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Advanced Advisor Group, Adams Wealth Advisors, and Northwestern Mutual Insurance Company. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring process to recommend model portfolios and incorporates technology such as proprietary household-aggregation software and AI tools in its investment approach.

David Wolfe is a financial advisor with Advanced Advisor Group, LLC in Cambridge, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group since 2008. Outside of his advisory role, he is a member of an investment club. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios, with investment decisions overseen by an internal Advisory Committee conducting regular fund reviews.

Aaron Tice is a financial advisor with Regal Investment Advisors LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Proequities, Inc. and as the founder and sole owner of Cirrus Retirement Solutions, Ltd., a firm focused on comprehensive financial planning. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of independent advisors, managing approximately $2.88 billion across proprietary and third-party strategies.

Brent Picker is a financial advisor at EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Advanced Advisors LLC, Compeer Financial, and Think Mutual Bank. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process supported by technology and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Vince Darling is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Focus Financial. His work history includes roles at OSAIC and Focus Financial Network since 2018, alongside involvement with Darling Sales and Service Company since 2012. He is active in the Financial Planning Association of Minnesota’s NexGen Committee as a volunteer and board member. Additionally, he occasionally provides pet sitting services through the Rover app. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a diversified investment approach.

Charles Mylrea is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at EFS Advisors and Advanced Advisor Group LLC since 2018 and previously spent nine years at Northland Securities, Inc. He serves on the board of directors of Engage Technologies, a manufacturing and packaging company founded by his father. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Joseph Batkiewicz is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and 21 years of industry experience. He has worked with Advanced Advisor Group LLC and EFS Advisors since 2016. EFS Advisors offers investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, alongside non-asset management financial consulting and referrals. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and utilizes a client-centric suitability scoring process, proprietary technology, and quarterly fund performance reviews to support its advisory services.

Ellie Killian is a financial advisor at EFS Advisors with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and MWA Financial Services. Outside of her advisory role, she engages in commission-based sales for health and fitness equipment through an affiliate program. EFS Advisors manages approximately $2.4 billion across discretionary and non-discretionary accounts for individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm combines a client-centric suitability scoring process with technology tools, including AI and proprietary software, to support portfolio management and offers both model portfolios and custom strategies.

David Nielsen is a financial advisor at Advanced Advisor Group, LLC with 19 years of industry experience. He holds the Series 63 designation and has worked at EFS Advisors and Advanced Advisor Group since 2008. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios and oversees investment decisions through an internal Advisory Committee that conducts quarterly fund reviews and annual client account evaluations.

Brandon Wendland is a financial advisor with EFS Advisors in Cambridge, MN, holding a Series 66 designation and six years of industry experience. His work history includes roles at EFS Advisors, Advanced Advisor Group LLC, and prior experience outside finance, such as with LMG Drainage and the North Dakota National Guard, where he currently serves as a Recon Sergeant. EFS Advisors provides investment advice and portfolio management to a broad client base including individuals, businesses, charitable organizations, and qualified retirement plans. The firm uses a client-centric suitability scoring process and integrates technology like proprietary household-aggregation software and AI tools to support investment decisions.

Dean Ingvalson is a CFP® with 40 years of industry experience, currently serving as an advisor at EFS Advisors. He has been with Educators Financial Services since 2009 and is also associated with Advanced Advisor Group LLC. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management, with an in-house Advisory Committee conducting quarterly fund reviews.

Aleasha Browen is a financial advisor at EFS Advisors with eight years of industry experience. She holds the Series 66 designation and has previously worked at Thrivent Financial and Wintergreens. Browen is also an owner of Olive Tree Financial LLC, a pass-through entity established for tax purposes to facilitate compensation related to her advisory services. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process to recommend model portfolios and integrates technology tools, including proprietary household-aggregation software and AI, to support investment decisions.

Todd Opdahl is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Advanced Advisor Group since 2006 and has been affiliated with EFS Advisors since 2001. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align clients with model portfolios and conducts regular reviews of investment options through an internal Advisory Committee.

Gregory Gorman is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He has previously worked at Parkland Securities and Sigma Planning Corporation. Outside of his advisory role, he occasionally competes in demolition derbies at local county fairs. J. W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a network of more than 400 independent investment adviser representatives, offering portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Mark Johnson is a financial advisor with Eagle Strategies (NY Life) based in Otsego, MN. He holds a Series 66 designation and has 21 years of industry experience. Since 2015, he has operated Gateway Financial Strategies, LLC, focusing on brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions across multiple program types with an emphasis on non-discretionary asset management.

Allene Johnson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has prior experience working with Newton Financial Solutions, LLC. Outside of financial advising, Johnson works as a bartender and waitress at Splitrocks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and custody services while supporting customized portfolio implementation through both internal and external managers.

John Newton is a financial advisor with Commonwealth Financial Network in Cambridge, Minnesota. He holds a Series 63 designation and has 23 years of industry experience. Newton is co-owner and Vice President of Newton Financial Solutions, LLC, and serves as a soccer coach at Cambridge Christian School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers an adviser-support platform with managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Steven Carlson is a CFP® with 27 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2016. He has previously worked with firms including Securities America Inc., Spire, and Nationwide Investment Advisors. Outside of his advisory role, Carlson is a co-owner and CFO of Lockleed International, LLC, a placement agency supporting veterans and military spouses. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, operating a hybrid adviser/broker-dealer model that includes access to alternative investments and lending solutions.

Brandon Hanson is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He operates Gateway Financial Strategies, LLC, through which he brokers insurance products independent of his primary role. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services, often emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Randell Chumley is a financial advisor at J. W. Cole Advisors, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities and SPC prior to joining J. W. Cole Advisors. Outside of his advisory role, he is president of Highland Money Management, Inc. and participates in local community service by delivering food to a local food shelf. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions made on discretionary or non-discretionary bases.