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 Certified Financial Planner™ and holds the Series 66 designation, with 14 years of industry experience. He has worked at &Partners since 2025 and previously spent 13 years with Edward Jones. Outside of his advisory role, Tait serves as a board member of the Lake Detroiters Association, which focuses on the protection and enhancement of Detroit Lake. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, employing both proprietary and third-party investment strategies through the Envestnet platform.

Phillip Gilbert is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining &PARTNERS in 2026. &PARTNERS serves a diverse client base, including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, using a combination of proprietary models and third-party managers and employs fundamental, technical, and quantitative analysis in portfolio management.

Troy Zeller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 CFP® and ChFC® with 28 years of industry experience, currently affiliated with Ameriprise since 2005. He serves on the Board of Directors for the Laker Athletics Booster Club in Detroit Lakes, MN. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports.

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 bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Zeller is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is involved in authoring through her business, With Love From Lauren, LLC. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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 Series 66 licensed financial advisor with 15 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. from 2010 to 2017. Nelson is also employed part-time as a sales agent with One Digital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Detroit Lakes, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Investment Centers of America, Inc. for 14 years before joining LPL Financial in 2017. Outside of his advisory role, he also works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced research to support diversified investment 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 in Detroit Lakes, MN, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at GWFS Equities, Inc. and has held various positions in different industries including technology and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by research and model portfolios.