Sheryl Nelson

Eaton Miller is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at PlanWell Financial Guidance, LLC, where he has worked since 2018. Prior to that, he was with Superior Financial LLC for seven years. Outside of his advisory role, Miller manages a property management business, ELATIONPLACE LLC. PlanWell Financial Guidance, LLC provides financial planning and investment advisory services to individuals, charitable organizations, and businesses. The firm emphasizes passive investment management informed by fundamental analysis and offers a range of financial planning packages and ongoing advisement subscriptions.

Cassandra Brashier is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Harbour Investments since 2016 and is also currently associated with Avila Wealth Management. Outside of her advisory roles, she serves as an instructor for Community Education District 196. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Cynthia Low is a financial advisor at Geneos Wealth Management, Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ever Bank and Center Financial, where she is also the owner. Outside of advising, she operates a gift basket business and is an independent fixed insurance agent and notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing multiple analytic approaches and investment strategies tailored to client needs.

Todd Ehret is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2014, with a brief tenure at USA Financial Securities Corporation. In addition to his advisory role, he oversees operations and conducts college planning workshops at Cornerstone Financial Resources, LLC, where he has been involved since 2002. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement tailored investment strategies and offers both discretionary and non-discretionary services for retirement plan participants.

Toby Hovelsrud is a financial advisor at Ameriprise in Austin, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he volunteers with Spruce up Austin, contributing to local park maintenance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.