Shawn Lappi

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.

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.

Adam Link is a CFP® with two years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He has previous roles including Engineering Manager at Coinbase and Managing Director at Fireweed Capital, where he is involved in real estate business. Portfolio Medics is an SEC-registered advisory firm managing over $550 million for approximately 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a combination of strategic and tactical investment approaches across a variety of portfolios and 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.