Tony Dahlen is a Series 66 licensed financial advisor with Edward Jones in Hawley, MN, where he has worked since 2019. He has seven years of industry experience and previously worked for Caterpillar Reman Drivetrain LLC from 2011 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and 15,000 branch offices. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brad Bakken is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Bell State Bank & Trust. He serves as President of the board for the Leach Home Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.