Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

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.

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 22 years of industry experience. He holds a Series 66 designation and has been with Midwest Financial Partners since 2012, also having roles at affiliated entities including an independent insurance agency and family office services where he oversees trustee and bill pay functions. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities, managing approximately $1.26 billion in assets across over 1,100 client accounts. The firm offers a Comprehensive Portfolio Management service that integrates financial planning with discretionary portfolio management using ETFs, mutual funds, stocks, and bonds, supported by institutional custody relationships and related family office services.

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 with Midwest Financial Partners in St. Cloud, MN, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has been with Midwest Financial Partners since 2015 and previously worked at VOYA Financial Advisors. Outside of advising, Boyle serves on the Pershing Advisor Solutions Board and mentors startups through the Gener8or program. 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, employer retirement plans, and business clients, offering customized portfolio management and retirement plan consulting.

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 with Midwest Financial Partners in St. Cloud, MN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Midwest Financial Partners Investments, Inc. since 2015, VOYA Financial Advisors since 2014, and Midwest Financial Partners, Inc. since 2013. 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 through a team of nine advisors, offering Comprehensive Portfolio Management that integrates financial planning with discretionary portfolio management and incorporates family office services alongside institutional custody and third-party cash solutions.

Jamie Schrupp is a financial advisor at Midwest Financial Partners with 14 years of industry experience. He holds the Series 66 designation and has worked at Midwest Financial Partners since 2015 and Voya Financial Advisors since 2014. Outside of advising, Schrupp serves as an independent insurance agent and participates in strategic planning as a personal financial advisor to the owners of a manufacturing company. 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 combines financial planning with discretionary portfolio management using a range of investment vehicles and operates alongside related family office entities that offer trustee, bill-pay, and tax-preparation services.

Tyler Rosin is a financial advisor at Midwest Financial Partners in St. Cloud, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners in 2022, he worked at United Health Group from 2010 to 2022. 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 through a team of nine advisors, combining financial planning with discretionary portfolio management using a variety of investment vehicles and offering related family office services.

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.

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.