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 23 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with Commonwealth Financial Network since 2008, with a brief transition before returning in 2022, and also operates Wheeler Associates and Wheeler Retirement Plans LLC. Outside of advisory work, he holds ownership interests in several private entities, including those focused on private investments and real estate management. 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 $200 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody 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.

Joellen Coffman is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She joined Merrill in 1998 after nearly two years at American Funds and previously served in the US Navy from 1990 to 1997. Her military experience instilled a commitment to dedication, strategic planning, and service, which she applies in her role advising clients. Her expertise includes family wealth management strategies, personal retirement planning, socially responsible and ESG investing, and advising women on wealth management. Joellen utilizes a disciplined goals-based process to help clients address priorities such as income generation, education savings, retirement savings, healthcare, and insurance strategies. She holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and is a member of USSIF. Joellen attended Austin High School and Lake Mills High School and pursued studies at Saint Leo University, Central Texas College, and Austin Community College without degree conferral. She actively participates in community organizations such as 23rd Veteran, First Witness Child Advocacy Center, Tee It Up for The Troops, and The Nature Conservancy. Her personal interests include cooking, gardening, golfing, and traveling.

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 at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Tyler Johnson is a financial advisor with Edward Jones in Duluth, MN, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC for four years and has experience in education and various other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

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.

Michele Lemire is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. She previously worked at RBC Capital Markets Corporation for nine years before joining Raymond James in 2017. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that are generally non-discretionary with client-directed implementation.

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 at Morgan Stanley in Duluth, MN, holding Series 63 and Series 66 credentials with five years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

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.

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Duluth, MN, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Symphonic Securities LLC, Morgan Stanley, and Edward Jones. Outside of his advisory work, Johnson is involved as a youth basketball coach and serves as a committee member for the Ruffed Grouse Society chapter. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, combining proprietary models with access to external strategists and supporting various approaches tailored to client objectives.

Karis Boerner is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

John Docter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1984, he has focused on customizing asset allocation strategies to address the evolving needs of individual, family, and business clients. John incorporates both traditional and alternative market-linked investments in portfolios designed to enhance alpha, reduce beta, and implement downside hedging strategies. John holds a Bachelor’s degree in Finance from the University of Minnesota, Duluth, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is actively involved in community activities such as Habitat for Humanity and has served as a pace car driver for Grandma’s Marathon since 1976. John is married and pursues personal interests in fitness, competitive water skiing, and trail building.

Augusto Vladusic is a financial advisor with Morgan Stanley in Duluth, MN, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2022 and Morgan Stanley Private Bank, N.A. since 2025. Previously, he was associated with Florida Financial Advisors and JMR Financial Group, Inc., and has academic experience at the University of Wisconsin Superior and Universidad Austral. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Joy Dalberg is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at RBC Capital Markets since 2017 and has prior experience with Lutheran Social Services Financial Counseling and the University of Minnesota Duluth Development Office. Outside of finance, she was involved with the Mesabi Symphony Orchestra for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment resources.

Derek Olson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include 24 years at RBC Wealth Management and a year at Redhawk Wealth Advisors. He is also an owner and officer of Panichi Olson Wealth Advisors LLC, where he serves as vice president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.