Aaron Britz is a financial advisor at Legacy Retirement Advisors in Mankato, MN, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy Wealth Management since 2012. Outside of advising, he provides basic accounting and bookkeeping services for a trucking company. Legacy Retirement Advisors serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing an "advance-and-protect" investment approach that combines strategic asset allocation and tactical adjustments. The firm uses diversified portfolios of ETFs, stocks, and mutual funds, emphasizes tax efficiency, and offers both fixed-fee planning and integrated wealth-management services.

Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.

William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.

Jacob Staszak is a financial advisor with Actify Investor Retirements, LLC in Mankato, MN, holding a Series 65 designation and 10 years of industry experience. He has worked at Vestwell since 2023, Actify Investor Retirements since 2017, and Plan Administrators from 2016 to 2017. Actify Investor Retirements advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support, largely on a non-discretionary basis, with an emphasis on risk-based model portfolios and formal education for plan fiduciaries and participants.

David Ulm is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes nine years at Frontier Asset Management and current roles at DAI Wealth LLC and DAI Securities LLC. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of advisor-led customization and third-party model solutions to deliver investment management, financial planning, and retirement-plan advisory services.

Katelyn Michaletz is a Series 66-licensed financial advisor with DAI Wealth, LLC, where she has worked since 2023. She has three years of experience in the financial industry, including four years running her own advisory firm prior to joining DAI Wealth. Outside of her advisory work, Katelyn is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets, serving a diverse client base that includes high-net-worth individuals, institutional investors, and various types of retirement plans. The firm combines advisor-led portfolio customization with third-party models and platforms, offering a range of investment management and financial planning services.

Charlotte Rasmussen is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including MML Investors Services, LLC, NYLIFE Securities LLC, and MassMutual Life Insurance Co. Outside of her advisory roles, she has experience in the hospitality and insurance industries. Ascent Advisors is a team-based firm that provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring.

Robert Tanhoff is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Tanhoff serves on the board of directors for House of Hope, an organization focused on addiction recovery and mental health counseling. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Michael O’Toole is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes tenures at AEI Securities, Inc. and AEI Fund Management, Inc. Outside of his advisory role, he is a licensed real estate broker involved in residential and land transactions unrelated to his firm. DAI Wealth, LLC is a multi-advisor firm managing approximately $330 million in assets and serving a diverse client base that includes individual, institutional, and high-net-worth clients. The firm combines advisor-led portfolio customization with third-party model and platform solutions, offering a range of investment management and retirement-plan advisory services.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc, and Mutual of Omaha Advisors. Outside of advisory work, he is also involved in insurance sales, focusing on prospecting and protecting clients from financial exposure. Ascent Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring without imposing account minimums.

Derrick Girard is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Ascent Advisors, where he has worked since 2025. His prior experience includes roles at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a blend of modern portfolio theory and quantitative, fundamental, technical, and charting analysis, focusing on long-term trading and regular portfolio monitoring.

Blake Hahn is a ChFC® with 26 years of industry experience and is currently affiliated with Fortis Group Advisors LLC. He has previously worked at INVEST Financial Corporation and LPL Financial. Hahn also manages a real estate rental business outside of his advisory work. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology to tailor client strategies.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Triad Advisors. Bernard is also a licensed insurance producer, involved in the sales of health, life, and long-term care insurance products. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis to guide long-term investment decisions and regularly monitors client portfolios.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at DAI Securities LLC, Concorde Investment Services, LLC, and DAI Wealth LLC. Michaletz is also an investment advisor representative at Waypoint Wealth Strategies, offering fee-based advisory services. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals and institutions. The firm combines advisor-led portfolio customization with third-party models and platforms, providing a range of investment management and retirement-plan advisory services.

Anthony Workman is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2001 and operating Workman Retirement Planning, LLC since 2006. His other business activities include acting as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across multiple asset classes and investment vehicles.

Gretchen Rehm is a financial advisor with Capital Analysts and Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes 18 years at Horace Mann Investors before joining her current firms in 2021. Outside of advising, she serves on a local school board and participates on the board of a nonprofit that allocates educational grants. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through both discretionary and non-discretionary services supported by an in-house investment management and research team.

Phillip Dedinsky is a financial advisor at BFC Planning, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SII Investments, Inc. Dedinsky has been involved in fixed insurance sales and operates a securities and insurance business in North Mankato, MN. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm offers comprehensive financial planning and portfolio management services through a network of approximately 200 investment adviser representatives.

Matthew Brozik is a financial advisor at Arkadios Wealth Advisors with 15 years of industry experience. He holds a Series 63 designation and previously worked at Triad Advisors, Inc. from 2013 to 2021. Outside of financial advising, he is involved in several community organizations and serves as a board member for the Educare Foundation and MN Adult & Teen Challenge, among other activities, and also hosts a college hockey radio segment. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed accounts and third-party managers, employing a blend of fundamental, technical, and cyclical analysis methods.

James Peters is a financial advisor with BFC Planning, Inc. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining BFC Planning, he worked at Securities America Advisors and Sii Investments. Peters serves as an alumni advisory board member for the Sigma Chi chapters at Minnesota State University Mankato and the University of St. Thomas and is the 1st Vice Commander of American Legion Post 518 in North Mankato. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory programs and third-party managers.