Aaron Britz is a financial advisor at Legacy Retirement Advisors in Mankato, MN, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy Wealth Management since 2012. Outside of advising, he provides basic accounting and bookkeeping services for a trucking company. Legacy Retirement Advisors serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing an "advance-and-protect" investment approach that combines strategic asset allocation and tactical adjustments. The firm uses diversified portfolios of ETFs, stocks, and mutual funds, emphasizes tax efficiency, and offers both fixed-fee planning and integrated wealth-management services.

Larry Kuyper is a ChFC® with 12 years of industry experience, currently serving at LifePlan Financial, LLC since 2005. He holds the Series 63 designation and participates as president of the South Central College Foundation, where he reviews financial statements as part of the finance committee. Kuyper is also involved in contract-related services for LifePlan Financial through an affiliated business. LifePlan Financial, LLC provides discretionary portfolio management, financial planning, estate planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients’ financial and legacy needs.

William Jamison is a CFP® professional with 12 years of experience, currently serving at LifePlan Financial, LLC in Mankato, MN. He has been with LifePlan Financial since 2011, working continuously through the firm's development. LifePlan Financial, LLC provides discretionary portfolio management, financial and estate planning, and consulting services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multiple-strategy, value-oriented investment approach within a core-and-satellite framework and integrates a proprietary estate planning process to support clients' financial and legacy needs.

Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Jacob Staszak is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Actify Investor Retirements, LLC since 2017, following prior roles at Plan Administrators and Gradient Advisors. Outside of his advisory role, he serves as a regional vice president for Vestwell, a 401(k) recordkeeper. Actify Investor Retirements, LLC serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm offers retirement-plan consulting and portfolio management using pre-screened funds and risk-based model portfolios, primarily operating on a non-discretionary basis while providing educational programs and payroll-based IRA contribution services.

David Ulm is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His previous roles include positions at Frontier Asset Management, Cedar Capital, LLC, and Foreside Fund Services, LLC. He is currently based in Wayzata, MN. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a variety of account structures and uses third-party managers and platform providers, conducting ongoing due diligence and portfolio rebalancing as part of its investment process.

Katelyn Michaletz is a financial advisor at DAI Wealth, LLC with two years of industry experience. She holds a Series 66 designation and previously operated her own advisory firm, J K Michaletz Financial Advisory, LLC, from 2019 to 2023. Outside of her advisory work, she is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of investment strategies implemented through third-party managers and various account types.

Robert Tanhoff is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Tanhoff serves on the board of directors for House of Hope, an organization focused on addiction recovery and mental health counseling. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc. and Mutual of Omaha Advisors. Outside of his advisory role, he is also licensed as an insurance salesman. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with a focus on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Derrick Girard is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Ascent Advisors and has previous experience at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, with discretionary portfolio management governed by written Investment Policy Statements.

Blake Hahn is a ChFC® with 26 years of industry experience and is currently affiliated with Fortis Group Advisors LLC. He has previously worked at INVEST Financial Corporation and LPL Financial. Hahn also manages a real estate rental business outside of his advisory work. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology to tailor client strategies.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and OSAIC before joining Ascent Advisors in 2025. Bernard is also licensed as an insurance producer, providing life and fixed insurance products alongside his advisory work. Ascent Advisors offers portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, with discretionary portfolio management governed by written Investment Policy Statements.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Lewis Financial Group, L.C. and Concorde Investment Services, LLC. Michaletz is also involved with Waypoint Wealth Strategies, providing asset management services, and DAI Agency LLC, offering fixed life insurance, annuities, and long-term care insurance as part of client financial planning. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes multiple custodial platforms and third-party managers, combining fundamental and technical analysis to tailor portfolios to client objectives.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and over 20 years of experience in the insurance industry. He has been affiliated with Midwest Insurance Group since 2006 and owns Schilling Insurance, LLC, where he provides retirement planning services including Medicare, life, health, and long-term care insurance. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisers, utilizing third-party platforms and a range of investment strategies.

Paige Asplin is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked in healthcare and education roles, including at the Mayo Clinic and Rasmussen University. Outside of finance, she works as a registered nurse providing skilled nursing care through a home health care agency. ValMark Advisers serves individuals, plan sponsors, and institutional clients with investment management, financial planning, and retirement plan advisory services. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Anthony Workman is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2001 and operating Workman Retirement Planning, LLC since 2006. His other business activities include acting as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across multiple asset classes and investment vehicles.

Thomas Anderson II is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and Valmark Securities, Inc., where he has worked since 2022. His prior experience includes roles at Avantax Insurance Agency, Kansas City Life, Mutual of Omaha, and Avantax Advisory Services. Outside of his advisory work, Anderson is a partner and operator of The Signpost, LLC, a sign manufacturing and sales business, and serves as an elder and treasurer at Harvest Community Church, as well as chapter president and instructor for the American Financial Education Alliance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a variety of proprietary platforms and support services designed to meet a broad range of client needs.

Phillip Dedinsky is a financial advisor at BFC Planning, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SII Investments, Inc. Dedinsky has been involved in fixed insurance sales and operates a securities and insurance business in North Mankato, MN. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm offers comprehensive financial planning and portfolio management services through a network of approximately 200 investment adviser representatives.

Matthew Brozik is a financial advisor with Arkadios Wealth Advisors in Mankato, MN, holding a Series 63 license and 14 years of industry experience. He previously worked at Triad Advisors, Inc. for eight years before joining Arkadios Wealth Advisors and Arkadios Capital in 2021. Outside of his advisory work, Brozik serves as a hunting guide at Traxler's Hunting Preserve, is involved in local organizations including the Kiwanis Club and Sertoma, and participates as a board member for the Educare Foundation and MN Adult & Teen Challenge. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs, including advisor‑managed Crest accounts, a bundled wrap program, third‑party money managers, and financial planning. The firm supports discretionary account management with in-house portfolio models and strategies, employing fundamental, technical, and cyclical analysis while serving as an ERISA Section 3(21) fiduciary for retirement plan consulting.