Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

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® with eight years of industry experience and is an advisor at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. 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 a team of nine advisors and manages several hundred client relationships, implementing portfolios primarily through model strategies and sub-advisers while maintaining oversight and client communication.

Sydney Meyer is a financial advisor at AIS Planning with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Five Star Financial, Sagepoint Financial, and Northwestern Mutual. Meyer is also an independent insurance agent licensed in accident & health, property & casualty, and life insurance. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers while maintaining client oversight and using asset-allocation, diversification, and tax-awareness principles.

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.

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 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.