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 at Integrity Advisory Solutions with one year of industry experience. She holds Series 63 and Series 65 credentials and has a legal background, practicing as an estate planning and elder law attorney since 2007. Novak serves on the board of a local nonprofit organization and teaches fitness classes in water aerobics and cycling. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.

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.

Anna Downs is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2006. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a mix of discretionary and non-discretionary portfolio management options.

Kevin Collard is a financial advisor with Redhawk Wealth Advisors, Inc. in Hermantown, MN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Advisors LLC, and Independent Advisor Alliance, LLC. Outside of advisory services, he is owner of Duluth Vacuum Company, LLC, a retail vacuum and repair business, and holds a partial ownership interest in McKenzie's Bar and Grill. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and institutions. The firm’s investment approach includes strategic and tactical asset allocation and oversight by a weekly investment committee, serving a diverse client base with discretionary and non-discretionary portfolio management.

Michelle Buria is a CFP® and holds a Series 66 license with 22 years of industry experience. She joined Choreo, LLC in 2022 and previously worked at RSM US Wealth Management LLC, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Kyle Ness is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified since 2011. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice programs focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios and operates with a large client base supported by 301 advisors.

Tiffany Tomassoni is a CFP® with eight years of industry experience, currently affiliated with Commonwealth Financial Network in Duluth, MN. She has worked at Commonwealth Financial Network in multiple periods since 2018 and has prior experience with Northwestern Mutual and Johnson Brother Liquor Company. Tomassoni also engages in fixed insurance sales, dedicating a portion of her time to this activity during securities trading hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Neil Larson is a CFP® and holds a Series 65 license, currently affiliated with Commonwealth Financial Network. He has three years of industry experience, including roles at Wheeler Associates and Kolar Automotive Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio management and a variety of investment solutions.

Lindsey Shinners is a CFP® and holds a Series 66 license, with four years of industry experience. She is currently with Empower Advisory Group, having previously worked at Raymond James & Associates and The Jamar Company. Lindsey and her husband are partners in a real estate investment venture focused on property rehabilitation and rental. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Kasey Gray is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. Their work history includes roles at Arthur J. Gallagher & Co, Johnson Insurance Consultants, and Principal Securities Inc. Outside of advising, Kasey provides babysitting services in Duluth, MN. Principal Securities offers brokerage and registered investment advisory services to a wide client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Toscano is a financial advisor with Principal Financial Services in Duluth, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Principal Financial Services since 1994 and held roles at Principal Life Insurance Company, Johnson Insurance Consultants, and most recently Arthur J. Gallagher & Co. Toscano serves as a board member of the Kitchi Gammi Club in Duluth, participating in monthly and committee meetings. Principal Securities provides brokerage and advisory services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Leonard Christenson is a financial advisor at Farther in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to his current role, he held positions at Dick's Sporting Goods and in local education and municipal recreation. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and individual securities.

Kurt Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved in tax preparation and accounting services under his CPA designation. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of independent advisors combined with access to brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Jacob Barr is a CFP® with six years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked at Great Waters Financial for seven years and has held roles at Mobil 1, the University of Queensland, Oneida, and the University of Minnesota Duluth. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

Eugene Wolfe is a financial advisor at TLG Advisors, Inc. with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Wolfe has been associated with The Leaders Group Inc. and Lakeside Advisors for 15 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Allen Swenson is a financial advisor with Transamerica Retirement Advisors, LLC, based in Duluth, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Transamerica Retirement Solutions since 2017 and previously worked at The Marshall and the University of Minnesota. Outside of advising, Swenson has been a content creator for Jukin Media, which markets videos he produced related to his recreational snowboarding. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advice programs focusing on asset allocation, contribution rates, and retirement age guidance. The firm uses portfolio models and oversight provided by Morningstar Investment Management and manages a large client base primarily with non-discretionary asset management solutions.

Shaun Marline is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years and has been affiliated with both Independent Advisor Alliance and LPL Financial since 2017. Outside of his advisory work, he is president and owner of Marline Tax Services LLC, which provides tax preparation and accounting services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing a network model with independent advisory representatives who utilize discretionary and non-discretionary portfolio management alongside third-party platforms and sub-advisors.