Max Peters is the sole advisor at Velouria Capital Management LLC in Cohasset, MN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has worked at Velouria Capital Management since 2011 and concurrently with the City of Cohasset since 2013. Velouria Capital Management serves individual investors, primarily those with under $250,000 in investable assets, offering diversified portfolio development, discretionary management, and ongoing monitoring. The firm’s investment approach combines fundamental and technical analysis, sometimes using short-term trading, and allows clients to place restrictions on certain investments.

Stephen Connolly is the sole advisor at The Retirement Planning Center, an independent advisory firm based in Bovey, MN. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at LPL Financial LLC, Crown Capital Securities, and VSR Advisory Services. Connolly provides investment advisory services through Private Advisor Group, an independent firm separate from LPL Financial. The Retirement Planning Center offers portfolio management, financial planning, and variable sub-account management primarily to individual clients. The firm emphasizes long-term strategic asset allocation and manages most client assets on a non-discretionary basis, using mutual funds and variable annuity sub-accounts.

Bailey Ziemski Harwood is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining OneAscent, Bailey worked at Thrivent Financial and Brad Nelson - Thrivent Financial. Outside of advisory work, Bailey is a part owner of a towing business. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Simon Jackson is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He is an associate board member of the Grand Rapids Youth Baseball Association and serves on the finance council of St. Joseph's Catholic Church. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and integrates a range of investment solutions including unified managed accounts and overlay managers.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.

Brad Nelson is a CFP® with 14 years of experience in the financial services industry. He is currently with OneAscent Financial Services LLC and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs, utilizing a combination of direct management, third-party managers, and automated platforms.

Sara Bolen is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OneAscent in 2023, she worked at Thrivent Financial and its affiliated entities from 2011 to 2023. Outside of her advisory role, she volunteers as a bookkeeper for a local nonprofit organization, The Creativity Tank, which supports art projects for children in Grand Rapids, MN. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers asset management, financial planning, fiduciary services, and integrates various investment platforms and overlay managers to implement individualized portfolio strategies.

Karen Lind is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2024. Her prior experience includes over a decade at Cambridge Investment Research Advisors and two decades at Glorvigen, Berg, Theis, Lind & Co, PLLP. Outside of her advisory role, she is actively involved in tax preparation and accounting through Blake & Lind CPAs PLLC. 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 wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Michelle Rodenberg is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at the University of Minnesota Duluth Study Abroad Office and Origami Owl. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Samara Eastman is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, she held various roles in sectors including food service and government affairs. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kristina Gaalaas is a financial advisor with Edward Jones in Grand Rapids, MN, holding CFP® and ChFC® designations and with 22 years of industry experience, all at Edward Jones since 2004. She occasionally teaches financial planning, written communications, and leadership courses online as an adjunct faculty member at the College of St. Scholastica and instructs an Introduction to Economics course at Minnesota North College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branches, with approximately $1.01 trillion in assets under management.

Benjamin Weerts is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has held roles at Thrivent and its affiliates since 2002, including a position at OneAscent Financial Services LLC from 2023 to 2024. Weerts holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping the two separate.

Aaron Roessler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Avantax Advisory Services for 11 years and has operated Roessler Financial Services and Roessler & Co Ltd since 2013. Outside of advisory work, he is an independent insurance agent offering life, health, and fixed annuity products to clients. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, model portfolios, and third-party managed programs.

Ryan Jensen is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 66 designation. He began his advisory role at Edward Jones in 2025 after working at Northview Bank, Park State Bank, and Home State Bank since 2015. Jensen has no prior industry experience before 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Nelson is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she managed Joe's Garage, a vehicle repair business, and worked at Miskovich Dental Clinic. She is also a licensed dental hygienist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Laurel Clausen is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones in various roles since 2011, with a brief tenure at Ameriprise Financial Services in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

David Kellin is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial, he worked at Cetera and has been self-employed since 2006, with a long tenure at Securian Financial Services, Minnesota Life Insurance Company, North Star Consultants, and C.R.I. Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory services with insurance and annuity products through an affiliated agency.

Cory Jackson is a financial advisor with RBC Capital Markets in Grand Rapids, MN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Alimak Group and Verta Corporation. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs and investment options.

Luke Gramer is a financial advisor with LPL Financial based in Grand Rapids, MN. He holds a Series 66 designation and has been with LPL Financial since 2025. Outside of his advisory role, he has experience in various business and sports-related activities, including involvement with Upper Peninsula Brewing Company, Minnesota Hockey, and Greenway Hockey Schools. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a large nationwide network. The firm offers a wide range of investment programs and solutions supported by research, technology, and model portfolios, managing over $819 billion in advisory assets.

Scott Sarkela is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Securities America Advisors and has been associated with Grand Rapids State Bank since 2002. Outside of his advisory work, he serves as Tournament Director for the Star of the North Lions Club, a local civic organization supporting charitable projects. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing asset-allocation planning and portfolio optimization tools and offers access to various investment products and third-party managers.

Bradley Johnson is a financial advisor at Edward Jones in Grand Rapids, MN, holding a Series 66 designation with 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering diverse investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

James Troumbly is a financial advisor with Cetera, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for over 29 years. Outside of advising, he serves as an administrator for T. LAKE LLC, managing office property-related decisions. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, combining retirement and fiduciary capabilities within its broad institutional structure.

James Olson is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with LPL Financial and previously spent over a decade at Cambridge Investment Research Advisors. In addition to his advisory work, Olson is involved in tax preparation and accounting through Glorvigen, Tierney & Co, PLLP. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jaime Troumbly is a financial advisor with Cetera based in Grand Rapids, MN, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cetera in 2025, Jaime worked with Avantax Investment Services and Avantax Advisory Services. Outside of advising, Jaime serves as an alternate agent and successor power of attorney for a family member. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Guy Clairmont Jr. is a financial advisor with LPL Financial in Grand Rapids, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. for 16 years. He is also a trustee for the Blandin Foundation and the CK Blandin Residuary Trust. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Shane Jaeger is a financial advisor with Edward Jones in Grand Rapids, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as president of BNI - Grand Connections, a local networking group, and is involved in commercial real estate ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Robert Zaun is a financial advisor at Edward Jones in Grand Rapids, MN, with 28 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he is involved in maintaining commercial property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors.

Andrew Shermoen is a Series 66 licensed financial advisor with 23 years of industry experience, currently associated with RBC Capital Markets in Grand Rapids, MN. He has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory work, Shermoen serves on the boards of the Grand Itasca Foundation and Grand Itasca Hospital & Clinic and is actively involved in coaching youth hockey and skating through multiple local organizations and his own business, Edgework Hockey, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, leveraging a combination of in-house and third-party managers alongside comprehensive portfolio management and financial planning services.

Danielle Witherill is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Grand Rapids, MN. She has 11 years of industry experience, all with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary of the Board for United Way Grand Rapids, is a Chamber Ambassador for the Grand Rapids Area Chamber of Commerce, and is a board member of the Siseebakwet Lake Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Thomas McBride is a financial advisor with LPL Financial in Grand Rapids, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at SII Investments, Inc. from 2015 to 2018. Outside of his advisory role, McBride is involved in community activities including serving as a radio announcer for sporting events and as a scorekeeper for Itasca Community College athletics, as well as a for-profit board member of Woodland Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance sales and cash-management services.

Brian Lemieux is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves as vice president on the board of the Lakes Area Senior Activity Center in Brainerd, MN. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

John Weber III is a financial advisor at Edward Jones in Grand Rapids, MN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Community Cafe Inc., a nonprofit organization where he served as Executive Director from 2009 to 2016. He also has experience with Mattress by Appointment and the Grand Rapids Herald Review. Outside of his advisory role, Weber was involved in nonprofit leadership and grant writing for Community Cafe Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs and proprietary solutions supported by a nationwide network of more than 23,000 financial advisors.

Jennifer Bymark is a financial advisor with Ameriprise in Grand Rapids, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Ameriprise and its related entities since 2012. Outside of her advisory role, she owns and organizes Bymark Consulting, LLC, a consulting business unrelated to investment activities. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Raymond Nikkel is a financial advisor at North Compass Financial Advisors, LLC in Grand Rapids, MN, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has been with North Compass Financial Advisors since 2008 and has operated his own advisory business since 1986. Outside of advising, he serves as Chief Operations Officer and partner of Nikkel Farms LLC, an agricultural land management company. North Compass Financial Advisors provides discretionary investment management and advisory services to individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm serves both individual and high-net-worth clients, focusing on long-term portfolios primarily using mutual funds and ETFs, and also offers retirement plan consulting and variable annuity subaccount management.

Shane Skelly is a financial advisor with North Compass Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Cetera Investment Services and First National Bank of Coleraine. He is also an independent insurance agent, a role he has maintained since 2008. North Compass Financial Advisors provides discretionary investment management and advisory services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both individual and high-net-worth clients, focusing on long-term portfolios primarily composed of mutual funds and ETFs, and offers retirement plan consulting alongside individual portfolio management.