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 a Series 63-licensed advisor with 13 years of industry experience, operating at Haldorson & Pincombe Investment Advisors Inc. since 1992. He is also licensed to sell life insurance and annuities. Haldorson & Pincombe Investment Advisors provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis with a mix of long-term holdings and occasional short-term trades, managing approximately $19.5 million in discretionary assets across more than 260 client accounts.

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 construction-related roles and with the Idaho Steelheads. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities. The firm employs a combination of client-specific financial planning and discretionary portfolio management using quantitative methods and a mix of securities and ETFs, managing approximately $649 million in assets across about 710 client relationships.

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 financial advisor at Natural Investments in Duluth, MN, holding a Series 66 designation and with 16 years of industry experience. He has worked at Natural Investments since 2016 and previously spent six years with Kms Financial Services, Inc. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible funds and other vehicles, and it is organized as a public-benefit LLC governed by a perpetual purpose trust.

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® and Series 66 credentialed advisor with 11 years of industry experience. She currently works at Midwest Professional Planners, Ltd. in Duluth, MN, where she has been employed since 2021. Prior to joining Midwest Professional Planners, she worked at U.S. Bank and RSM US Wealth Management. Proctor serves as treasurer for the Superior Douglas County Family YMCA and is a past president and current board member of Duluth Superior Eco Rotary. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm offers comprehensive financial planning, discretionary portfolio management, specialized services such as divorce planning, and uses quantitative methods and a mix of securities and low-cost ETFs to create customized 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 experience, currently serving as an advisor at Midwest Professional Planners, Ltd. He has a background including roles at MPPL Financial and Equitable Advisors. He is a member of the Forbes Finance Council and contributes articles for publication. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as retirement coaching and divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Sebastian Sullivan is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at the University of Minnesota Duluth and has been involved with the Duluth Entertainment Convention Center as an Ice Maintenance Lead since 2018. Midwest Professional Planners serves individuals, businesses, retirement plans, charities, and other entities with a comprehensive range of financial planning, portfolio management, and specialized services. The firm employs quantitative methods and a mix of individual securities and low-cost ETFs, managing approximately $649 million in assets across about 710 client relationships.

Jesse Dunsmoor is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Midwest Professional Planners, Ltd., where he has worked since 2022. Prior to joining the firm, he spent several years at Cleveland-Cliffs Inc. Outside of his advisory role, Dunsmoor coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners serves individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets across 710 clients. The firm combines client-specific financial planning with discretionary model strategies, using quantitative methods and a mix of individual securities and ETFs, and offers specialized services such as retirement coaching and divorce planning.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 credential with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis, serves as a board director for the Labovitz School of Business & Economics Financial Markets Investment Oversight Committee, and participates as a finance committee member for the Area Program for Economic Expansion (APEX). Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services such as divorce planning. The firm uses quantitative methods and a combination of individual securities and low-cost ETFs to implement tailored investment strategies for its clients.

Brady Neumann is a financial advisor with Midwest Professional Planners, Ltd., holding a Series 65 designation and three years of industry experience. He has been with Midwest Professional Planners since 2021. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, ERISA/qualified plan services, and specialized services such as divorce planning and retirement coaching, utilizing a mix of quantitative methods, individual securities, and low-cost ETFs.

Cory Wokasch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, with four years of industry experience. He holds a Series 65 designation and has worked at Midwest Professional Planners since 2019, with prior experience at Agate Financial Services and Goodin Company. Outside of advisory work, he is involved as an independent insurance agent with Crump Insurance Broker and MPPL Insurance, LLC. Midwest Professional Planners is an SEC-registered firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as retirement coaching and divorce planning, employing quantitative methods and a combination of individual securities and low-cost ETFs.

Yvonne Novak is a financial advisor with Integrity Advisory Solutions in Duluth, MN, holding Series 63 and Series 65 credentials with one year of industry experience. She also has a long-standing background as an attorney specializing in estate planning and elder law, practicing since 2007. Novak serves as a board member for Generations Health Care Initiatives, a nonprofit organization, and teaches water aerobics and cycling classes. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a mix of strategic and tactical asset allocation frameworks and third-party platforms to tailor client portfolios.

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.