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Paul M
CFP®, ChFC®, Series 63, Series 65
Eveleth, MN
Due North Financial, LLC
Paul Muhich is a CFP® and ChFC® with 29 years of industry experience. He is the sole advisor at Due North Financial, LLC, where he has worked since 2016. Muhich serves as a commissioner on the City of Eveleth Planning Commission and performs as a vocal soloist for various churches in Minnesota. Due North Financial, LLC provides discretionary asset management and financial planning primarily for individual clients, as well as charitable organizations and some corporate clients. The firm utilizes documented investment programs with fundamental and technical analysis, employs third-party model portfolios and sub-advisors, and maintains an active insurance practice alongside its advisory services.
Andrew R
Series 65
Virginia, MN
Northland Capital Management
Andrew Rogers is a financial advisor at Northland Capital Management with a Series 65 designation and four years of industry experience. Prior to joining Northland Capital Management in 2021, he worked for Cleveland-Cliffs Northshore Mining Company for 14 years. Northland Capital Management is a fee-only investment advisory firm managing model-based portfolios primarily using ETFs and mutual funds, with a focus on value-style equities. The firm serves a diverse client base, including pension plans, and offers both standard and ESG model portfolios with regular portfolio reviews and performance reporting.
Julie J
Series 65
Virginia, MN
Northland Capital Management
Julie Johnson is a financial advisor at Northland Capital Management with nine years of industry experience. She holds a Series 65 designation and has been with Northland Capital Management since 2016. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios using a top-down, model-portfolio approach with allocations from Conservative to All Equity. The firm serves a diverse client base, including pension plans, and emphasizes value-style equities, offering both standard and ESG model portfolios primarily through ETFs and mutual funds.
Christopher E
Series 63, Series 65
Virginia, MN
Northland Capital Management
Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008. Erickson holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios and provides limited financial planning and consulting. The firm employs a top-down, model-portfolio approach with allocations ranging from conservative to all equity, primarily using ETFs and mutual funds with a focus on value-style equities.
Adam L
CFP®, Series 65, Series 66
Britt, MN
Portfolio Medics, LLC
Adam Link is a CFP® with two years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He has previous roles including Engineering Manager at Coinbase and Managing Director at Fireweed Capital, where he is involved in real estate business. Portfolio Medics is an SEC-registered advisory firm managing over $550 million for approximately 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a combination of strategic and tactical investment approaches across a variety of portfolios and strategies.
Scott B
Series 63, Series 65
Biwabik, MN
Commonwealth Financial Network
Scott Brandt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at John Hancock from 2008 to 2023 and has been affiliated with both Commonwealth Financial Network and Opus 111 Group since 2024. Outside of his advisory work, he has served as an ice rink attendant for the City of Aurora Recreation Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.
Benjamin E
Series 66
Virginia, MN
Thrivent Investment Management
Benjamin Eastman is a financial advisor with Thrivent Investment Management in Virginia, MN, holding a Series 66 designation and bringing nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. From 2015 to 2023, he was also affiliated with American Military University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under consolidated billing options.
Andrew J
Series 66
Virginia, MN
Thrivent Investment Management
Andrew Jordan is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and four years of industry experience. He has worked with Thrivent since 2021 and has prior experience in real estate and hospitality. Outside of advising, he serves as an Advertising and Social Media Coordinator for Fortune Bay Resort Casino and is co-owner of a family investment in a local laundromat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning areas without managing client portfolios directly.
Crystal S
Series 66
Virginia, MN
Edward Jones
Crystal Spawn is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. 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 under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.
Travis S
Series 66
Virginia, MN
Thrivent Investment Management
Travis Sorensen is a financial advisor with Thrivent Investment Management based in Virginia, MN. He holds a Series 66 designation and has two years of industry experience. His prior work experience includes roles at W.A. Fisher and Art Unlimited. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach involves holistic, goal-based analyses and written recommendations on a broad range of planning topics, with options to combine planning with managed-account programs under consolidated billing.
Loy G
Series 63, Series 65
Virginia, MN
STIFEL
Loy Gotham is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009 and UBS Financial Services since 1985. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Amber H
Series 66
Virginia, MN
Edward Jones
Amber Heinle is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than 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.
Andrew B
Series 66
Virginia, MN
LPL Financial
Andrew Bird is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2025 and also operates Bialke Financial Partners. Prior to his advisory career, he held various roles including positions in education and the restaurant industry. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional product offerings such as insurance and lending services.
Christopher B
Series 63
Virginia, MN
LPL Financial
Christopher Bialke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He worked at Lincoln Financial Advisors for 20 years before joining LPL Financial and American Bank of the North in 2020. Outside of his advisory role, he is involved in managing real estate rental activities. 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 range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.
Jo K
Series 66
Virginia, MN
Ameriprise
Jo Kovacich is a financial advisor with Ameriprise in Virginia, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Kovacich is involved in business operations and consulting through JKK Inc. and serves as Board President of the Apple Tree Learning Center. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Jeremy B
CFP®, Series 66
Virginia, MN
LPL Financial
Jeremy Bateman is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial in Duluth, MN. He previously worked at Lincoln Financial Advisors Corporation and American Bank of the North. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.
Ruth D
Series 66
Virginia, MN
Edward Jones
Ruth Dixon is a financial advisor with Edward Jones in Virginia, MN. She holds a Series 66 designation and has four years of industry experience. Prior to joining Edward Jones, she worked in various roles including financial coaching and temporary staffing. Outside of her advisory work, she manages a house cleaning service. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.
Brandon S
Series 66
Virginia, MN
Edward Jones
Brandon Spawn is a financial advisor at Edward Jones in Virginia, MN, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience at Textron, Michigan Tech, Itasca Community College, and Grand Rapids High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.
Gregory K
Series 63, Series 66
Virginia, MN
Thrivent Investment Management
Gregory Krog is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as Vice President of the Church Council at Grace Lutheran Church and is involved in agricultural work during the harvest season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account options with periodic reviews, focusing on comprehensive financial planning without discretionary trading authority.
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