Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 30 years of industry experience. She has been with Independent Financial Group since 2014 and has maintained a long-term association with Western Fraternal Life since 1983. Outside of her advisory role, she is involved in farming and beekeeping as a 50% owner, and she owns and manages several rental properties jointly with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management services using both proprietary and third-party models, incorporating a blend of passive and active investment strategies.

Bailey Mcmahon is a financial advisor at Thrivent Investment Management with three years of industry experience. Mcmahon holds the Series 66 and Series 63 designations and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Mcmahon has experience in the food service industry, including roles at Prairie Bay Grill and Catering. 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 planning that covers a broad range of financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Marcy Weaver is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at MicroNet for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Lillie Pearo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., before joining the current entity in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

Randal Thompson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held various roles in the hospitality and service sectors, including Lake Life Hospitality and multiple restaurants. He was previously the owner of a handyman and landscaping business, Solid Ground Solutions LLC, which is currently in the process of dissolution. 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 analyses and planning across a broad range of topics, without discretionary trading authority or institutional portfolio management.

Robert Lindell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Lindell is a partner in Cabinets by Lindell, a kitchen and bath design and sales business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Kermit Iverson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Cetera and its related entities since 2001 and also maintains a long-term role with North Star Bank. Iverson participates in a referral networking group that meets regularly to obtain and refer business with other professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple third-party managers, managing over $256 billion in assets.

Jason Martinson is a financial advisor with Edward Jones in Nisswa, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his financial advisory work, he serves as an 8th grade football coach for Brainerd Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Kysa Corbett is a financial advisor at Edward Jones with over 23 years of industry experience, including a long tenure at Wells Fargo. She holds a Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory work, she volunteers as a speech judge at high school tournaments in Pequot Lakes, Minnesota. Edward Jones serves a broad client base including individual and institutional investors, offering a range of wealth management services through a large network of advisors and offices. The firm provides both discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Scott Roberts is a financial advisor with Edward Jones in Lake Shore, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Jacob Winters is a Series 66 licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has held roles at several firms, including Everest Financial Group, Securities America, and LPL Financial, before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering comprehensive written recommendations on a variety of financial planning topics. The firm’s approach combines holistic, goal-based analyses with modeling tools and an optional managed-account program under the “WealthPlan” consolidated billing option.

Arleen Macko is a financial advisor at Edward Jones in Nisswa, MN, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at First Western Bank & Trust, Rusty's Up North Realty, Edina Realty, and Northern Lakes Plumbing LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Dillon Larson is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Bremer Bank. Outside of his advisory role, Larson is the author of a children's book available on Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that address a wide range of financial topics without including implementation of recommendations.

Jacob Lewis is a financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2010, previously affiliated with AXA Advisors, LLC for 10 years. Outside of his advisory work, Lewis is a co-owner of Lewis Family Holdings LLC, a family entity in Pequot Lakes, MN. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach includes assessing client risk tolerance and matching them to program models or discretionary managers, utilizing a mix of firm-offered and third-party advisory programs.

David Maxfield is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Wells Fargo Advisors. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cole Nicholson is a Series 66-licensed advisor at LPL Financial with three years of industry experience. He previously worked at Woodbury Financial Services Inc for one year and was a student for ten years prior to entering the financial industry. 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 various advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Nicholson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Prior to joining LPL in 2023, he worked at Woodbury Financial Services for ten years and spent one year at Thrivent Investment Management. Outside of his advisory role, he owns TOP SPLASH SWIM & TRI, LLC, a non-investment-related business. 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 broad range of advisory and brokerage services, including financial planning, managed portfolio programs, third-party asset management, and institutional platforms.