Matthew Johnson is a financial advisor at Future Bright with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and UBS Financial Services. Outside of advising, he serves on the board of the Boys and Girls Club Thrift Store of Detroit Lakes. Future Bright provides fee-based discretionary investment management and retirement-plan services to individuals, high-net-worth clients, small businesses, and employer retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis with portfolios primarily invested in equities, mutual funds, and ETFs, and serves nearly 400 clients with a small team of four advisors.

Kevin Mann is a CFP® with 31 years of experience in the financial industry. He has worked at Mann Financial Group since 2000 and previously held roles at Cantella & Co., Inc., Moorhead Partners LLC, and Raymond James Financial Services. Mann is also a licensed insurance agent involved in the sale and servicing of various insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans and also serves retail clients through a wrap-fee program. The firm uses a diversified, risk-based asset allocation approach and acts as an ERISA fiduciary for retirement accounts.

Brian Mann is a CFP® with 20 years of experience in the financial services industry. He is a principal at Mann Financial Group in Detroit Lakes, MN, where he has worked since 2012. Prior to founding Mann Financial Group, he was with Raymond James Financial Services Advisors Inc. and Cantella & CO., Inc. Additionally, he is a licensed insurance agent and sells various non-securities insurance products and fixed annuities. Mann Financial Group provides advisory services primarily to pension and profit sharing plans, along with retail clients through a wrap-fee program. The firm employs a diversified, risk-based asset allocation approach and serves a high client load relative to similar firms.

Roger Norris is a financial advisor with Colliers Securities LLC in Detroit Lakes, MN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Colliers Securities since 2014. Outside of his advisory role, Norris is the author of a novel currently seeking a publisher, serves as a director of the Norris Innovation Center focused on preserving family legacy through digital archival work, and is developing a children’s investment education app. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities by providing brokerage, custody, execution, and investment advisory services. The firm offers both non-discretionary fee-based advisory through its Colliers Director program and discretionary wrap programs managed by third-party sub-advisers.

Jameson Holehouse is a CFP® with three years of industry experience, currently serving at Destiny Capital Corporation. He previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. His background also includes roles with Young Life and West Virginia University. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, and estates, with a specialized focus on entrepreneurs. The firm manages approximately $382 million for about 260 clients through an eight-advisor team across six offices, offering discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines Modern Portfolio Theory with tactical adjustments and integrates ESG analysis into portfolio construction.

Craig Brand is a financial advisor with Calton & Associates, Inc. in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Capital Financial Services and has been self-employed since 1997. Outside of his advisory role, Brand is involved in the service and sale of fixed life insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm operates both as a registered investment adviser and broker-dealer, providing a range of program structures and analytic approaches tailored to client goals and risk tolerance.

Aaron Tait is a CFP® professional with 14 years of industry experience. He is currently an advisor at &PARTNERS and previously worked at Edward Jones for 13 years. He serves as a board member of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, using both proprietary and third-party strategies, and operates under dual registration as an investment adviser and broker-dealer.

Phillip Gilbert is a CFP® with 12 years of industry experience, currently advising at &PARTNERS since 2026. He previously worked at Edward Jones for 12 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary account management.

Troy Zeller is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Detroit Lakes, MN. He has 29 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christopher Cymbaluk is a financial advisor with Thrivent Investment Management in Detroit Lakes, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a hunting property held in an LLC with friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on retirement, tax, estate, business continuation, and other financial topics. The firm emphasizes holistic planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Matthew Carrier is a financial advisor with Ameriprise, holding the CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise Financial Services since 2005 and currently serves clients from Detroit Lakes, MN. Carrier is a board member of the Laker Athletics Booster Club. 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 recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Craig Strong is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets and its affiliates for over a decade, with additional experience at Thrivent and FBL Financial Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored strategies implemented through both in-house and third-party managers.

Gary Krogsgaard is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Susan Zeller is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Investments from 2005 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics to manage approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Anna Schmitz is a financial advisor with Edward Jones in Detroit Lakes, MN, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2015, with a brief tenure at Country Financial in 2018. She is a member of the Detroit Lakes Noon Rotary, participating in community programs such as Salvation Army bell ringing and blood donation drives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Mathern is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her work history includes roles at Ameriprise since 2022 as well as prior positions with Lutheran Social Services of MN, Archway Marketing Services, and Valley City State University. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kelsey Varty is a financial advisor with Ameriprise in Detroit Lakes, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she owns Blue Jay & Birch, a business focused on the sale and consignment of art and home goods, and she writes non-financial, slice-of-life articles for regional publications. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Rene is a financial advisor with LPL Financial in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2025, she worked at Northwestern Mutual in various capacities from 2022 to 2025 and operated Dustin Herrmann, LLC from 2021 to 2025. Additionally, Lauren is the author of With Love From Lauren, LLC, a non-investment-related business she started in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by its large network of investment adviser representatives.

Priscilla Boman is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Mikel Hess is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Novo Nordisk Inc. for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Casey Nelson is a financial advisor with LPL Financial in Detroit Lakes, MN, holding a Series 66 credential and 16 years of industry experience. Prior to joining LPL Financial in 2017, he spent seven years with Investment Centers of America, Inc. He is also involved in a sales agent role outside the investment industry. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to third-party asset management, supported by a large network of advisors and a variety of investment strategies.

Anthony Stensgard is a CFP®-designated financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent five years with Otter Tail Power Company. Stensgard participates in a group stock-picking activity through Wildcat Investments. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Matthew Hayden is a financial advisor at Ameriprise in Frazee, MN, with four years of industry experience. He holds the Series 66 designation and previously worked at Lake Region Healthcare for five years. Hayden is also the owner of Hayden Group, LLC, where he manages his advisory business. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm offers written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized retirement-income consulting team.

Donald Scramstad is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera, he worked at First Financial Equity Corporation for 11 years. He also serves as Senior Vice President-Investments at FFEC Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Lindsay Strong is a financial advisor with RBC Capital Markets in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining RBC Capital Markets in 2018, Strong worked at RBC Global Asset Management (U.S.) Inc. from 2012 to 2018. Outside of work, Strong serves on the Boards of Directors for the Boys and Girls Club of Detroit Lakes and the Detroit Mountain Alpine Ski Team, contributing to youth-focused community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides integrated investment and lending solutions.

Thomas Tschider is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. Before joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. for 14 years and Invest Financial Corporation for one year. His business activities include operating TSCHIDER FINANCIAL PLANNING as a DBA for his LPL business. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

George Van Dam is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Benjamin Bathke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at GWFS Equities, SAP Concur, and multiple service and retail companies. 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 financial planning, portfolio management, and institutional platforms, combining advisory services with a broad array of financial products and partnerships.