David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cetera Investment Services since 1996 and First National Bank of Sauk Centre since 1995. He serves as a board member of the Sauk Centre Area Community Foundation, assisting with the establishment of a new foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement planning services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering diverse portfolio management solutions including discretionary and non-discretionary options and access to third-party money managers.

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this position, she served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Her career in financial services began as a Bank Teller at U.S. Bank between 2019 and 2020, followed by several roles at Ameriprise Financial including Financial Planning Assistant, Financial Planning Analyst, and Associate Financial Advisor from 2020 to 2024. She holds a California Insurance License which supports her work in financial planning and consulting. Emma emphasizes the importance of trust and open communication in building financial plans, focusing on understanding clients' goals and concerns to co-create personalized strategies that adapt through different stages of life. Outside of her professional life, Emma enjoys spending time at the beach, engaging in fitness activities, attending social events with friends, photography, and traveling.

Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 10 years and has been associated with Central Minnesota Credit Union for over two decades. Outside of her advisory role, she is a co-owner of a farm under Cedarwood Ridge LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment approaches, including model portfolios and third-party asset management, supported by advanced operational tools.

Tricia Klaphake is a financial advisor with LPL Financial in Sauk Centre, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Klaphake is also licensed as an agent for multiple non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and various operational tools.

John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 48 years of industry experience. His career includes roles at Voya Financial Advisors and multiple positions within the Cetera network. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies implemented by a large nationwide network of independent advisors.

Alexis Johanson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Alexis worked in various roles including resident assistant at Galeon Senior Living and positions in education and construction. Outside of finance, Alexis works part-time as a resident assistant at a senior living facility, helping residents with daily activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on a wide range of financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Darron Nelson is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2018. Prior to his advisory career, he worked at Fastenal Company for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Kennedy is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2017, and he has led Kennedy Retirement Solutions, Inc. since 1995. Prior to joining LPL, he was with Investment Centers Of America, Inc. for 22 years. He also serves as Chief Executive Officer of Kennedy Retirement Solutions, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kayla Douvier is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and Central Minnesota Credit Union. She is part owner of Main Street Theatre, Inc., a family-run entertainment business, and serves as treasurer on the board of the Sauk Centre/Melrose Youth Hockey Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rachel Kulzer is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked previously at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of advising, she is the owner of Flint, LLC, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Erik Jensen is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including Heritage Bank NA and Anfinson Thompson Financial Services. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and 37 years of industry experience. He has been with Osaic Wealth, formerly Royal Alliance Associates, since 2011 and also worked at Financial Dimensions Group during that period. In addition to his advisory role, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and offers fixed annuities and life insurance products. He also serves as a joint trustee of a family trust that manages income distributions. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms and a large network of affiliated advisers. The firm utilizes firm-provided asset allocation tools, risk tolerance assessments, and a variety of investment products to construct managed portfolios with discretionary or non-discretionary options.

Mc Kenzie Wall is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, previously working at Cetera and Minnesota National Bank. Outside of finance, she is involved with Heartland Painting, where she manages accounts payable, payroll, and reporting. 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, and institutional platforms.