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.

Steven Hansen is a CFP® and ChFC® with 31 years of experience in financial planning and advisory services. He is currently affiliated with Cetera and its affiliated entities, having worked previously at Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors who provide a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to multiple program structures and third-party money managers within a multi-manager platform.

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.

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.

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.

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.