Kathleen Beasley is a CFP®-designated financial advisor with Ameriprise in Duluth, MN, bringing 46 years of industry experience. She has been with Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rebecca Hudoba is a financial advisor with Edward Jones in Duluth, MN, holding a Series 66 credential and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Premier Biotech, Inc. from 2014 to 2018. Hudoba serves on the boards of Northwood Children's Services and Northwood Children's Foundation in Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Daniel Elnes is a financial advisor with Edward Jones in Duluth, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and manages several real estate properties in the Duluth area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.