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.

Justin Stokes is a financial advisor with Van Clemens Wealth Management, LLC, holding a Series 66 designation. He joined the firm and its affiliated entities in 2026 and has a background that includes 26 years at Cirrus Aircraft. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using both discretionary and non-discretionary approaches, employing methods such as modern portfolio theory and fundamental and technical analysis, and accesses a wide range of third-party managers.

Anna Downs is a financial advisor with ON Investment Management Company holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2006. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and a dual-registration model involving broker-dealer activities.

Kevin Collard is a financial advisor with Redhawk Wealth Advisors, Inc. in Hermantown, MN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at firms including Independent Advisor Alliance, LPL Financial, and Wells Fargo. Outside of advising, he is the owner of Duluth Vacuum Company, a retail vacuum and repair business, and a 50% owner of McKenzie's Bar and Grill. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment approach emphasizes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporation of third-party signals for certain strategies.

Michelle Buria is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Her prior roles include positions at RSM US Wealth Management, Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and plan sponsors, offering a range of advisory services from portfolio management to outsourced CIO and retirement plan consulting. The firm employs a quantitative, multi-step investment process that incorporates strategic asset allocation and manager due diligence to create diversified portfolios.

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®-designated financial advisor with eight years of industry experience. She is currently affiliated with Commonwealth Financial Network and has held positions at DeGraaf Financial, Wheeler Associates, and Northwestern Mutual. Tomassoni is also involved in fixed insurance sales, dedicating a small 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 that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad advisory platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options, serving both individual and institutional clients.

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 seven years of industry experience, currently serving as a financial advisor at Farther. Prior to joining Farther, he worked at Great Waters Financial for seven years and has held positions at Mobil 1, the University of Queensland, and Oneida. He is based in Duluth, MN. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

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.