Kevin Roche Jr.

Lawrence Mcguire is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at Red Rock Capital Advisors, LLC, an independent registered investment adviser based in Hibbing, MN, since 2002. Red Rock Capital Advisors serves primarily individual clients, offering discretionary portfolio management, modular financial planning, and advisory consulting. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies, and requires clients to custody assets at Charles Schwab.

Shawn Lappi is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Tri-Sure Financial since 2009 and Maintenance Plus, a landscaping business, since 2012. Outside of finance, he is also a performer with the entertainment group The Six9's. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a non-discretionary approach, combining various analytical methods and financial planning on fixed-fee or hourly terms.

Gary Oie is a financial advisor at Creative Financial Designs, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and OSAIC. Outside of his advisory role, he serves on the boards of two nonprofit organizations: Veterans Community Thrift Store and Security State Bank Foundation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a diversified investment approach that includes model portfolios, adviser-directed management, and Biblical Responsible Investing strategies.

Terry Gries is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His work history includes positions at Riverwood Bank, Wachovia Securities, and The Oak Ridge Financial Services Group. He also operates as an insurance broker through In Source. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Ryan Wahlund is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Commonwealth Financial Network, Lincoln Financial Advisors, Marsh & McLennan Agency, and Halleland Habicht PA. In addition to his work at Cetera, he is the owner of Wahlund Financial and serves as an advisor for Ryan Financial Group, focusing on retirement plan advisory for defined contribution plans. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers across various program structures.

Steven Berry is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. from 2012 to 2017. He also serves as Vice President at RiverWood Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and a large network of investment adviser representatives.