Jason Mertes Kuss

Tanya Nichols is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Retire Agile, operating under Align Financial, and has previously worked at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. Outside of her advisory role, she owns Limitless Adviser Coaching, where she consults for other financial advisors. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporates AI-assisted tools reviewed by professionals, and offers additional educational resources alongside its advisory services.

Jedd Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding CFP® and ChFC® designations and four years of industry experience. He has worked at Bear Valley Financial LLC since 2022 and Split Rock since 2021. Outside of advising, Anich serves as an assistant hockey coach for the Cloquet School District and is involved with patient education initiatives through Snow Companies. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis using a combination of technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Mark Cool is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has previously worked with North American Shale Energy Fund LP and Split Rock Asset Management LLC. Outside of advising, he serves as vice president of Blacklist Brewing Co., a European-inspired craft brewery, and is a finance committee member at Cloquet Country Club. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment process that incorporates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Kelly Johnson is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Split Rock since 2014. Outside of his advisory role, Johnson serves as a commissioner on the Cloquet Planning & Zoning Commission and is a board member of Cloquet Community Memorial Hospital. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment approach that integrates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio through the Interactive Advisors platform.

Dale Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Bear Valley Financial, LLC since 2022 and has been with Split Rock since 2020. Anich is also a licensed insurance agent in Minnesota and Wisconsin, owning and managing an insurance agency. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, offering discretionary account management based on clients’ goals and risk tolerance. The firm manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform, utilizing a combination of charting, technical, fundamental, and cyclical analysis in its investment approach.

Benjamin Tuomala is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 65 license and two years of industry experience. His prior work includes roles at the University of Minnesota Duluth and State Farm. Outside of his advisory work, he participates in freelance research studies through Prolific Academic and CloudResearch. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm’s investment approach is long-term and asset-allocation driven, emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.