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.

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.

Ryan Coole is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 19 years of industry experience. He has worked extensively with Wheeler Associates and Wheeler Retirement Plans LLC. Outside of his advisory role, he is involved in youth sports as the owner and general manager of a girls hockey team and serves as a coach developer for USA Hockey. 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 over $212 billion in client assets. The firm provides various managed-account programs, access to third-party asset managers, and back-office support including trading and reporting services.

Ryan Peterson is a financial advisor at Commonwealth Financial Network in Duluth, MN, holding a Series 65 credential with less than one year of industry experience. His prior work includes roles at Superior Water Light & Power Company, Twin Ports Paper & Supply, and Ridgeview Country Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $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.

Mark Peterson is a financial advisor with Principal Financial Services in Duluth, MN, holding a Series 63 designation and 16 years of industry experience. He has worked at Arthur J Gallagher & Co since 2023 and maintains ongoing roles with Johnson Insurance Consultants and Princor Financial Services Corporation. Peterson is involved in managing employer-based retirement plans and providing financial advising for individuals and families. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, and access to third-party money manager solutions with both adviser and promoter arrangements.

Barry Bigelow is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Great Waters Wealth Management, Great Waters Financial, and State Farm Insurance Co. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Andrew Wheeler is a CFP® with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at Commonwealth since 2008, with additional experience at Allspring Funds Management and Strong Capital Management. Outside of his advisory work, Wheeler is involved in several private investment ventures, including co-ownership of entities focused on private investments and real estate. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Angel Saczko is a financial advisor with Edward Jones in Hermantown, MN, holding a Series 66 license and three years of industry experience. He previously worked at EG America and Travel Centers of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors and 15,100 branch offices.

David Letourneau is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes significant tenures at Merrill and Bank of America. Outside of advising, he pursues painting as a hobby and has sold a painting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a range of portfolio management styles, municipal advisory services, and affiliated research and asset management options.

William Bergeland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2004 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tyler Johnson is a financial advisor with Edward Jones, holding Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC for four years. Tyler is based in Duluth, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Todd Rengo is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Duluth, MN, with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Rengo is the principal of Nordic Connection, LLC, a wholesale distributor and importer of Scandinavian giftware, and serves as an elected director on the Esko High School ISD #99 school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based analyses across a broad range of planning topics without discretionary portfolio management.