Stephanie Gillman is a Series 66-licensed financial advisor with Ameriprise in Duluth, MN, beginning her advisory career in 2025. Prior to joining Ameriprise, she worked in education for over a decade and also spent time as a homemaker. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Barbara Perrault is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliated firms since 2009. Outside of her advisory role, she works as a Registered Client Service Manager for Ascential Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through a network of advisory programs and institutional services.

Beau Erickson is a financial advisor with Ameriprise in Duluth, MN, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice, supported by a centralized consulting team and algorithmic tools.

Casey Nelson is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including U.S. Bancorp Investments, U.S. Bank, Cetera, Charles Schwab, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Fisher is a financial advisor with Cetera who holds a Series 63 designation and has 17 years of industry experience. He has worked at Cetera since 2013 and is also the owner of Fisher Wealth Management. Fisher serves as vice president of the board for the Robert Herman Scholarship Fund and has held leadership roles with the Harbortown Rotary Club of Duluth and its charitable foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, and manages over $256 billion in assets.

Matthew Kachel is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. He has held prior roles at several organizations, including Security Jewelers and Americorps, and has attended UW Superior. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Dawkin Erceg is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, and several other firms across various industries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance sales through affiliated entities.

Alison Paulseth Bautch is a financial advisor at Raymond James Financial with three years of industry experience. She previously worked for Minnesota Power for fourteen years. Outside of her advisory role, she manages raw land enrolled in the Minnesota Department of Natural Resources Forest Stewardship program. 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, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to guide client decisions.

Darin Hanson is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of experience in the industry. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013, and recently joined Northview Financial Partners. Hanson is also involved with AdvisorNet Financial, providing financial planning and investment services since 1993. Cetera Investment Advisers LLC operates as a nationwide platform of independent advisors serving individual, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through various discretionary and non-discretionary programs.

Stephanie Lemenowsky is a financial advisor with Ameriprise in Duluth, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, with an emphasis on assets held in Ameriprise Managed Accounts.

Linda Walli is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. She is based in Duluth, MN. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Christy is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory work, he serves as a board member for the Hermantown Hockey Arena in Hermantown, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Craig Chilcote is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Symphonic Financial Advisors and Anderson, Kuiti & Asuma, where he serves as a managing partner specializing in tax services. Chilcote is also involved in managing an assisted living facility through Expanding Horizons, Inc. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians to provide discretionary and non-discretionary management, offers access to third-party advisors, and develops proprietary model strategies under the Founders Gate Capital brand.

Nora Benzen is a financial advisor with LPL Financial based in Duluth, MN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Waddell & Reed Inc and various insurance carriers. She is also involved in insurance sales as an agent with W & R Insurance Agencies and serves as an advisor associate at Carrie Kelley, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options supported by advanced operational and research tools.

Jordyn La Vigne is a Series 66 licensed financial advisor with six years at Merrill and a total of five years in the industry. Prior to joining Merrill in 2020, she worked at North Shore Bank of Commerce for three years and has experience in the hospitality sector with Black Woods Grill & Bar. She assists with administrative duties for her husband's small businesses in adult foster care and community services in her spare time. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Green is a financial advisor at Thrivent Investment Management in Duluth, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kristin Rognerud is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services before joining Raymond James in 2011. Rognerud serves on the Finance/Investment Committee of the College of St Scholastica’s Board of Trustees, advising on the management of the college’s endowment. She is also president of Ascential Wealth Advisors, where she provides financial planning services and oversees business management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools to illustrate potential outcomes.

Tanner Laderoute is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 66 designation and with less than one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank, the Pittsburgh Penguins Organization, and the University of Minnesota Duluth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research resources.

Derek Dallum is a financial advisor with Ameriprise in Duluth, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare and bookkeeping roles. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports through a centralized consulting team.

Kevin Pilon is a financial advisor with Thrivent Investment Management in Duluth, MN, holding a Series 66 credential and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Pilon provides occasional cantoring at funerals and serves on the stewardship council at St. Benedict Catholic Parish. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.