Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Will Odland is a CFP® and Series 65-licensed financial advisor at Inspire Advisors, LLC with two years of industry experience. Prior to joining Inspire Advisors, he worked at Vermillion Wealth Management Inc. and Rosemount, Inc., among other firms. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm emphasizes Biblically Responsible Investing through its proprietary tools and employs a mix of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors or affiliated managers.

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Christine Schroeder is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously at Merrill from 2004 to 2012. She operates under the DBA StoneBridge Wealth Management in Alexandria, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model with multiple investment strategies and utilizes proprietary technology platforms for portfolio management.

Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.

Sheridan Fearing is a Series 66-licensed financial professional with two years of industry experience. He currently works at Private Advisor Group, LLC and previously was associated with LPL Financial/StoneBridge Wealth Management, LLC. Outside of advisory work, he is a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers, utilizing various investment strategies and technology platforms.

Alan Iverson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nearly two decades at Anderson Funeral Home as a funeral director. In addition to his advisory role, Iverson is involved with Memory Share, a video streaming company serving funeral homes by providing livestream and recording services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, combining these plans with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to his advisory role, he worked in education, including positions at Parkers Prairie Elementary and as a student teacher. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option called WealthPlan.

Kevin Gotto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at multiple firms including VOYA Financial Advisors and runs his own firm, Gotto Wealth Partners, LLC. He is also involved as owner and president of Partners Advantage-Midwest LLC, which markets fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Michael Leary is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 63 designation and 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he is a co-owner and officer of Gameday Athletics Corporation, which operates a niche retail store specializing in used ice hockey equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Alexander Johnston is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds a Series 63 designation. Outside of his advisory role, Johnston serves as president of Big Oak Property LLC, a rental income business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Stich is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Geneva Capital for two years and Glenwood State Bank for seven years. Jennifer holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Theodore Haar is a financial advisor at Thrivent Investment Management with 39 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of advising, he is involved in developing a movie script based on the life of WWII military chaplain Delbert Kuehl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate services.

Jeremy Symanietz is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Alexandria Congregation of Jehovah's Witnesses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julie Anderson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding a Series 66 designation and two years of industry experience. Her background includes roles at Thrivent Financial and Glacial Ridge Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under its WealthPlan option while maintaining separate service structures.

Kalee Olson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Brent Boraas is a financial advisor with LPL Financial in Alexandria, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including nine years at INVEST Financial Corporation before joining LPL Financial in 2018. Outside of his primary advisory role, he is involved in an insurance agency under the name Blue on Blue, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by advisor-facing technology tools and a broad array of non-advisory financial services.

Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. 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 financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Sam Steidl is a CFP®-certified financial advisor with Ameriprise, based in Alexandria, MN, and has 19 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Steidl serves as president of the Cardinal Athletic Foundation and participates on the finance committee of Alomere Hospital. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.