Lawrence Mcguire

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.

Kevin Roche Jr. is a financial advisor with Lifemark Securities Corp. in Hibbing, MN, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked with Lifemark since 2018 and has also been involved with Roche Financial Education and Strategies Inc., Bridge Financial Services Group, and Tollefson's Retail Group since 2011 or earlier. Outside of finance, he is engaged in part-time furniture sales at Slumberland Furniture. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options, with advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

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.