Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

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.

Brian Koski is a financial advisor at JMR Financial Group with eight years of industry experience. He holds a Series 65 designation and has been with JMR Financial Group since 2017. JMR Financial Group provides discretionary portfolio management and financial planning to individual investors, qualified retirement plans, businesses, estates, and trusts. The firm manages approximately $68 million in assets across about 835 client relationships, using asset-allocation strategies informed by third-party research and Morningstar-style analytics.

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Midwest Professional Planners, he worked in the construction sector and with the Northern Door and Hardware company. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of advisors. The firm employs discretionary, model-driven portfolio management, offers comprehensive financial planning, and provides specialized services such as business consulting and retirement-plan consulting.

Benjamin Setterlund is a CFP® professional with 24 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2020 and previously held roles at North Star Consultants, Inc., Minnesota Life, CRI Securities, LLC, and Securian Financial Services, Inc. He is based in Duluth, MN. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.

Ryan Jones Casey is a Series 66 licensed advisor with 15 years of industry experience. He has worked at Natural Investments since 2016. Natural Investments is a values-focused advisory firm serving individuals, high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion across a team of 24 advisors and employs a long-term, diversified investment approach centered on socially responsible funds, ETFs, and separately managed accounts.

Lyndon Lorenz is a CFP® professional with 10 years of industry experience, currently serving at Boldin Advisors. His prior roles include positions at NewRetirement Advisors, LLC and Midwest Professional Planners, Ltd., as well as a brief tenure at DoorDash. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers fixed, hourly, or annual planning engagements without portfolio management or custody of client assets.

Kara Proctor is a CFP® with 11 years of industry experience, currently serving at Midwest Professional Planners, Ltd. She previously worked at RSM US Wealth Management, LLC and U.S. Bank. Outside of her advisory role, she serves as Treasurer of the Superior Douglas County Family YMCA and is a past president and board member of the Duluth Superior Eco Rotary. Midwest Professional Planners, Ltd. manages approximately $649 million for about 710 clients, offering financial planning, discretionary portfolio management, and consulting services for individuals, businesses, trusts, and charitable entities. The firm employs model-driven portfolio management and partners with third-party sub-advisers, integrating technology platforms like Betterment to deliver investment strategies.

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.

Alex Meehan is a Certified Financial Planner™ with seven years of industry experience. He is currently with Great Waters Financial, where he has worked since 2025. Prior to that, he held roles at MPPL Financial, Ascential Wealth Advisors, and Berger Financial Group. Meehan holds insurance licenses for life, accident, and health products. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 relationships. The firm offers portfolio management and financial planning through tiered service programs, utilizing both fundamental and technical analysis and providing access to unique investment funds alongside ongoing portfolio reviews.

Scott Wallschlaeger is a CFP® professional with 21 years of industry experience, currently serving at Midwest Professional Planners, Ltd. He has held various roles at the firm since 2012 and is also associated with APW Capital, Inc. and Crump Life Insurance Services. Wallschlaeger is a member of the Forbes Finance Council and contributes written articles. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients. The firm offers financial planning, discretionary portfolio management, business and retirement-plan consulting, and insurance placement, employing a model-driven, discretionary investment approach with proprietary strategies and third-party sub-advisers.

Sebastian Sullivan is a financial advisor with Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked at the Duluth Entertainment Convention Center as the ice maintenance lead, a position he has held since 2018. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, and charities, managing approximately $649 million for about 710 clients. The firm offers financial planning, discretionary portfolio management, and business consulting through a team of 17 advisers using model-driven portfolio strategies and proprietary approaches.

Jesse Dunsmoor is a CFA® charterholder and Series 65 licensee with four years of experience in financial advisory. He has been with Midwest Professional Planners, Ltd. since 2022 and previously worked at Cleveland-Cliffs Inc. from 2015 to 2022. Outside of his advisory role, he coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients through a team of 17 advisers. The firm offers financial planning, discretionary portfolio management, business consulting, retirement-plan consulting, and insurance placement, utilizing model-driven portfolio management including proprietary and third-party strategies.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Jnba Financial Advisors Inc. outside of his advisory role, Mr. Resch manages investments pro bono for Duluth Bible Church, serves on the investment oversight committee at the Labovitz School of Business & Economics, and participates in regional economic development and youth scouting organizations in Duluth. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, and charities, managing approximately $649 million for about 710 clients. The firm offers financial planning, discretionary portfolio management, and business consulting using model-driven portfolio strategies and works with various third-party sub-advisers.

Brady Neumann is a financial advisor at Midwest Professional Planners, Ltd. with three years of industry experience. He holds a Series 65 designation and has been with Midwest Professional Planners since 2022. Midwest Professional Planners serves individuals, businesses, trusts, retirement plans, charities, and other entities, managing approximately $649 million for around 710 clients through a team of 17 advisers. The firm employs discretionary, model-driven portfolio management and offers a range of services including financial planning, portfolio management, business consulting, and retirement-plan consulting.

Cory Wokasch is a financial advisor with Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation and four years of industry experience. He has worked at Midwest Professional Planners since 2019 and previously at Agate Financial Services and Goodin Company. In addition to his advisory role, he is an independent insurance agent associated with MPPL Insurance, LLC. Midwest Professional Planners, Ltd. serves individuals, businesses, trusts, retirement plans, charities, and other legal entities, managing approximately $649 million for about 710 clients. The firm offers financial planning, discretionary portfolio management using model-driven approaches, business and retirement-plan consulting, divorce-planning analysis, and insurance placement through an affiliated insurance subsidiary.

Yvonne Novak is a financial advisor with Integrity Advisory Solutions in Duluth, MN, holding Series 63 and Series 65 licenses and having one year of industry experience. She also has an extensive career in law, serving as an estate planning and elder law attorney and president of YMNLAW, PSC since 2007. Novak participates on the board of a nonprofit organization and teaches water aerobics and cycling classes. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and leverages multiple third-party platforms to provide tailored and monitored investment solutions.

Andrew Liebaert is a CFP® with 17 years of experience in the financial industry. He is currently with Belpointe Asset Management LLC and has prior experience at Tuttle Wealth Management, LLC. Outside of his advisory work, he serves as a hockey referee for the Minnesota State High School League and Wisconsin Interscholastic Athletic Association, and is on the board of directors for the Seaway Hockey Referee Association. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and third-party model partnerships.