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.

Stephen Stark is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Waddell & Reed. Outside of his advisory work, he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Eric Herried is a financial advisor with Eagle Strategies (New York Life) based in Duluth, MN, holding a Series 66 credential and 23 years of industry experience. He has been affiliated with Eagle Strategies since 2008 and previously operated Herried Financial Group for 16 years before founding Herried Financial Strategies, LLC in 2025. Herried’s other business activities include brokering non-registered insurance products through his DBA entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored advice, with the majority of its assets managed on a non-discretionary basis.

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.

Kory Deadrick is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he coaches boys basketball at the high school level in multiple communities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

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.

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.

Martin Tabor is a financial advisor at Edward Jones in Cloquet, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brett Loeb is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds a Series 63 designation. Outside of his advisory role, he is a one-quarter owner and treasurer of an LLC involved in developing office property for an Edward Jones branch in Cloquet, MN. Edward Jones is a full-service wealth management firm serving over four million clients, with a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, alongside affiliated services including trust and securities-based lending options.

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.

David Kohlhaas is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2011. Kohlhaas is also associated with Ascential Wealth in a financial advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jennifer Williams is a financial advisor with Morgan Stanley in Duluth, MN, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Amanda Unger is a financial advisor with OSAIC based in Duluth, MN, holding a Series 66 credential and eight years of industry experience. She has worked at multiple firms including Sagepoint Financial, Inc., Endersbe, Herron, and Associates, and Principal Securities Inc. Unger also holds a position as a notary public. OSAIC serves a diverse group of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs advanced portfolio construction tools and offers access to various managed account solutions, supporting both discretionary and non-discretionary management.

Anthony Miller is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including 10 years at Ameriprise. Outside of his advisory role, he works part-time as a Zamboni driver on outdoor rinks. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Barbara Nelson is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Duluth, MN, with four years of industry experience. She has held positions at Ascential Wealth Advisors and Raymond James Financial Services and has also been involved with the Spirit of the Lake Community School and the University of Minnesota Medical School - Duluth Campus. Nelson serves as Board Chair and a finance committee member for the nonprofit Healing Hearts Collective. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.