Nathan Monroe is a financial advisor with LPL Financial based in McGregor, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets, and he has served at Old National Bank since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cheryl Martin is a CFP® professional affiliated with Ameriprise, with 37 years of industry experience. She has been with Ameriprise and its predecessor firms since 1989. Martin serves on the Board of Directors for the School District #4 Foundation and ANGELS of McGregor, MN. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through a centralized team and annual recommendation reports.