Ross Alan Smith

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.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Kirsten Heim is a Series 66-licensed financial advisor with five years of industry experience. She is currently affiliated with Commonwealth Financial Network and NorthStar Financial Partners. Outside of her advisory work, Heim serves as a clerk for the City of Elba, MN. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Jungwirth is a Series 66-credentialed financial advisor with four years of industry experience, currently associated with LPL Financial. His prior roles include positions at The Capital Advisory Group and United Planners Financial Services, as well as a brief tenure at Edward Jones. Outside of advisory work, he is involved with Hydrostat Inc. and is an author for MGI Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Tyson Stackhouse is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at the Mayo Clinic for 21 years. Outside of his advisory role, he owns and operates TLS Creations, a woodworking crafts business based in Wabasha, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Julie Leichtnam is a financial advisor with Edward Jones in Wabasha, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2016 and also operates Sweet Financial Services beginning in 2012. Outside of her advisory work, she is a co-owner of Hall Lake Cabins and Rentals LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.