Jeremy Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Falcon Financial Group and has held various roles in education and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and portfolio management.

Matthew Ratchenski is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mid Minnesota Federal Credit Union, Central Minnesota Credit Union, and Securian Financial Advisors. In addition to his advisory work, he owns and operates Ratchenski Farms. 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 with an emphasis on customizable investment strategies supported by LPL Research and third-party subadvisors.

Tamara Schabacker is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Securian Financial Services for 22 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Steven Larson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at SagePoint Financial from 2012 to 2020 before joining LPL Financial. 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, and institutional platforms, supported by extensive operational tools and a large network of advisors.