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.

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.

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.

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.

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.

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.

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.

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 26 years of industry experience and is currently with Dakota Wealth, LLC. His prior experience includes roles at Securities Service Network and Ledge Wealth Management, Inc. He holds a Series 63 license. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized, long-term portfolio management with a focus on mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it actively manages private funds and serves as a sub-adviser to a registered ETF.

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 19 years of industry experience. He has held his current role since 2019 and previously worked for Wells Fargo Advisors Financial Network LLC for 10 years. He holds the Series 66 designation. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.

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.