Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Erik Dodds is a financial advisor with Whitwell Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner of Crown Wealth Management, LLC, an insurance agency, and also manages ERD Consulting, LLC, which holds ownership of Canyon Ridge Group, LLC. Additionally, he is involved in several other business ventures, including Concentric Investment Opportunities, LLC and Seeds in Soil, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities within defined strategies, combining fundamental, technical, and macroeconomic analysis, and supports affiliated advisers through operational and compliance oversight across multiple offices.

Steven Laraway is a financial advisor with Lfa, holding a Series 66 designation and over 25 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2000 and Laraway Insurance Services, Inc. since 2005. Outside of his advisory work, Laraway serves on several nonprofit boards, including the Boy Scout Central Minnesota Council and CentraCare Health System. Laraway Financial Advisors (LFA) is an SEC-registered firm managing approximately $309 million for about 473 clients through a team of seven advisors. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified allocations across mutual funds, ETFs, and fixed income.

James Schmitz is a financial advisor with Lfa in St. Cloud, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Laraway Financial Advisors since 2012 and serves as vice president and COO. Outside of his advisory role, Schmitz is an independent insurance agent and a member of a real estate holding company. Laraway Financial Advisors is an SEC-registered 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 with diversified portfolios and third-party managers.

Jason Hallonquist is a CFP® professional with 24 years of experience in the financial services industry. He has been with Accredited Investor Services, LLC, dba AIS Planning, since 2008 and serves as an advisor and 10% owner. Outside of his advisory role, Hallonquist participates in several community organizations, including serving on the board of Anne Marie's Alliance, a shelter and support system for battered women, and co-chairing an expense committee at Westwood Community Church. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based asset allocation methods and utilizes model strategies and sub-advisers while offering fiduciary and ERISA-related services.

Jessica Gauerke is a financial advisor at Midwest Financial Partners in St. Cloud, MN. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Jefferson Wells, Alps Fund Services, USAdvisors Wealth Management, Securities America, and Cetera Advisor Networks. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors, offering individualized investment plans and utilizing institutional custodial platforms and supporting technology for account administration.

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Charles Shaefer is a financial advisor with AIS Planning in Fort Myers, FL, holding a Series 63 designation and 12 years of industry experience. He has worked at AIS Planning since 2015 and previously at Keystone Wealth Advisors, Inc. from 2013 to 2018. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, utilizing model strategies and sub-advisers while maintaining oversight and client communication.

Nellie Gabrielson is a financial advisor at Midwest Financial Partners with one year of industry experience. She holds a Series 65 designation and has worked at Midwest Financial Partners since 2024. Outside of her advisory role, she coaches recreational gymnastics at Granite City Gymnastics in St. Joseph, MN. 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 offers Comprehensive Portfolio Management that combines financial planning with discretionary portfolio management, utilizing a range of investment vehicles and institutional custody relationships.

Patrick Solyntjes is a financial advisor with Lfa, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Laraway Financial Advisors, Inc. since 2006 and has also been associated with Cambridge Investment Research, Inc. since 2001. Outside of his advisory work, he serves as a volunteer firefighter with the Alexandria Fire Department. Lfa is an SEC-registered advisory firm managing approximately $309 million for around 473 clients through a seven-advisor team across three offices. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, using a model-driven investment approach with diversified portfolios and ongoing monitoring.

Nathan Goebel is a CFP® professional with nine years of industry experience, currently serving at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. He also worked at St. Cloud State University early in his career. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm’s approach emphasizes individualized planning and academically based asset allocation strategies, implementing portfolios through model strategies and various sub-advisers.

Sydney Meyer is a financial advisor with AIS Planning in St. Cloud, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining AIS Planning, Meyer worked at Five Star Financial, Sagepoint Financial, Dan Anderson - State Farm, Edward Jones, and Northwestern Mutual. Meyer also serves as an independent insurance agent specializing in accident & health, property & casualty, and life insurance. AIS Planning offers financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm’s investment approach emphasizes individualized planning, academic-based asset allocation, diversification, and tax awareness, often implementing portfolios through model strategies and third-party sub-advisers.

Thomas St Hilaire is a financial advisor at Midwest Financial Partners with 23 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Partners since 2012, including time at its affiliated investment entity since 2015. His prior experience includes a five-year tenure at Voya Financial Advisors. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and businesses, managing approximately $1.5 billion in assets across nine advisors. The firm provides customized investment plans with regular portfolio reviews, utilizing institutional custodial platforms and technology to support both managed and held-away accounts, along with affiliated family-office and insurance services.

Christopher Wayne is a financial advisor at LFA with 21 years of industry experience. He holds the Series 66 designation and has worked with Laraway Financial Advisors, Inc. and Cambridge Investment Research, Inc. since 2014. Outside of his advisory work, he serves as a Boys Scouts of America clubmaster and den leader, participates on the investment committee for CentraCare, and volunteers as treasurer for the St. Cloud Crush Lacrosse Booster Club. LFA serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $351 million in client assets through discretionary and non-discretionary portfolio management, using a structured approach based on five model portfolios tailored to client objectives and restrictions.

Sarah Noble is a financial advisor at AIS Planning with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at AIS Planning since 2019, with a brief tenure at Great Valley Advisor Group in 2023. Outside of her advisory role, she is the owner and president of Elevate Collective, LLC, a marketing consulting firm specializing in brand awareness, content creation, and video scripting. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing discretionary assets of approximately $335 million through a team of nine advisors. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness principles in its investment approach.

Hailey Hollenhorst is a financial advisor at Midwest Financial Partners with eight years of industry experience. She holds a Series 65 designation and previously worked at Quarles & Brady LLP for three years before joining her current firm in 2017. Hailey serves on the Board of Directors for the Central Minnesota Community Foundation. 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, offering comprehensive portfolio management that combines financial planning with discretionary portfolio management and utilizes institutional custody and execution relationships.

Mark Boyle is a financial advisor at Midwest Financial Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Midwest Financial Partners since 2015, following four years at VOYA Financial Advisors. Outside of his advisory work, he serves on the Pershing Advisor Solutions Board, mentors startups through a local funding program, and consults on leadership development. Midwest Financial Partners is a team of nine advisors managing approximately $1.5 billion in client assets. The firm serves individuals, families, high-net-worth clients, trusts, and business clients, providing comprehensive portfolio management and retirement plan consulting with a focus on tailored investment plans and ongoing portfolio reviews.

Sommer Oslund is a financial advisor at AIS Planning in St. Cloud, MN, holding a Series 65 credential. Oslund has experience at Kittrich Corporation and AIS Planning beginning in 2025, with prior roles outside the financial services industry. AIS Planning offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based investment disciplines and works with third-party managers to implement diversified and tax-aware strategies.

Christopher Duke is a CFP® with six years of industry experience, currently serving as a financial advisor at AIS Planning in St. Cloud, MN. He previously worked at Fitzwilliams Financial and has experience outside finance, including a position at Uber. AIS Planning provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm’s approach emphasizes individualized planning and academic disciplines for asset allocation, utilizing model strategies and third-party programs while addressing conflicts of interest related to its insurance brokerage activities.

John Glomski is a financial advisor at Midwest Financial Partners in St. Cloud, MN, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Midwest Financial Partners and its affiliated entities since 2013, including a prior role at Voya Financial Advisors. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients, managing approximately $1.5 billion in assets across 438 client relationships. The firm provides comprehensive portfolio management and retirement plan consulting using institutional custodial platforms and a range of investment options tailored to each client’s needs.