Jeffrey D Fry

Ross Smith is a financial advisor at CMG Wealth Advisors LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Equity Services, Inc. and Farmers Savings Bank. Outside of his advisory work, he operates a stonecutting business in Bayfield, WI. CMG Wealth Advisors provides discretionary investment management and retirement plan consulting to retail and institutional clients, offering customized portfolio construction and ongoing monitoring. The firm manages a broad range of securities and maintains affiliations with an affiliated broker-dealer and community bank while operating independently.

Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

William Baxter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes roles at Cetera and Cetera Investment Services. Outside of his advisory work, he creates content for a YouTube channel focused on cars with high mileage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and various investment programs, utilizing both proprietary and third-party research to support its advisory services.

Christina Mulholland is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. She has three years of industry experience, previously working at Morgan Stanley, Bremer Bank, and USAdvisors Wealth Management. In addition to her advisory role, she owns a sole proprietorship that rents storage space for boats and recreational vehicles. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers an integrated suite of brokerage and advisory services and employs a range of portfolio construction tools and third-party solutions across its extensive network of financial advisers.

Kimberly Breuer is a financial advisor with Edward Jones in Plainview, MN, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jacob Thompson is a financial advisor with Thrivent Investment Management in Plainview, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.