Scott Rohne is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he is a managing member and co-owner of Rohne Farms, LLC, where he is involved in the management and operation of a family farm. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Mark Englund is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. from 2011 to 2019. Englund is also an officer and director of Parakaleo, Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both firm- and third-party models to develop client strategies, combining passive and active investment exposures across various risk profiles.

Kim Wurl is a CFP® professional with six years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management, LLC and White Oaks Wealth Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolios overseen by an Investment Policy Committee, utilizing a range of investment vehicles and regular portfolio reviews.

James Yaworski Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked for nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and thorough research methods.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

David Sayers is a CFP® and ChFC® with 12 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, Trunorth Wealth Partners, BGM Wealth Management, and CliftonLarsonAllen Wealth Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, alongside third-party due diligence.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Adam Hoffmann is a CFP® professional at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for seven years before joining Sequoia in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and informed by extensive research and due diligence.

Michael Jasan is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 27 years. He is also the owner of Michael R. Jasan & Associates, a sole proprietorship that maintains insurance products for individuals. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

Charmin Erickson is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Her background includes roles at Thrivent Financial and Modere, as well as over a decade in education and two decades in direct sales with Mary Kay. Outside of advisory work, she is a partner in a payment processing business and a sales consultant for network marketing household products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations across retirement, tax, estate, and other planning areas without discretionary trading authority.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Doan Trinh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. They hold a Series 66 designation and have previously worked at Merrill, Bank of America, and Wells Fargo NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Sheilina Sperry is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was with HighQuest Group and Waletich Transportation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Logan Freeburg is a Series 66-credentialed advisor with Thrivent Investment Management, based in Burnsville, MN. He joined Thrivent in 2026 and has prior experience working with Thrivent Financial and Scot Kretzschmar - Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning on a broad range of financial topics, delivered as one-time or ongoing engagements, without discretionary trading authority.

Steven Korinek is a financial advisor with Edward Jones in Jordan, MN. He holds the ChFC® and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Amazon for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Ternes is a CFP®-certified financial advisor with Ameriprise, based in Prior Lake, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for the Scenic Heights Owners Association and is involved in managing his advisory business through ownership interests in related entities. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for clients with significant investable assets. The firm employs a combination of research, modeling, and algorithmic tools to provide tailored, non-discretionary retirement income recommendations.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mitchel Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 in various capacities. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines automated and tailored approaches in its retirement planning.

Patrick Krall is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Expeditors International of Washington and had roles with the Oakland Athletics and Clemson University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.