Conrad Hjort is a financial advisor with Ameriprise in Duluth, MN, holding CFP®, ChFC®, and Series 63 designations and has 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a trustee and is a general partner involved in managing office expenses for a business entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mark Brown is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 credential and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Lynn Dart Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2021, Nelson spent over three decades with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions through a large network of advisors and incorporates both proprietary research and third-party strategies.

Carol Taran is a financial advisor with Ameriprise in Hermantown, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team in partnership with its financial advisors.

Grace Creager is a financial advisor at Ameriprise in Duluth, MN, holding a Series 66 designation with one year of industry experience. She has prior work experience in various roles including at Perk Place Coffeehouse and the University of Minnesota-Duluth. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Michael Beauto is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent over a decade in the beverage industry at Johnson Brothers Liquor Company and Superior Beverages. Edward Jones is a full-service wealth management firm serving more than 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.

Jade Cavallin is a CFP® professional with 14 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2021, following prior roles at Anne Holy and Waddell & Reed. Outside of her advisory work, she is also a licensed notary. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Daniel Maki is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFA® designation and Series 66 license. Maki has worked with Raymond James Financial Services Advisors Inc. since 2016 and is also affiliated with Ascential Wealth Advisors in Duluth, MN, where he contributes as a financial advisor focusing on investment management and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Ryan Geris is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a member of The Yung Geris Group. In this role, he focuses on building lasting client relationships by listening closely, understanding individual needs, and working collaboratively to achieve financial goals. He offers clients personalized financial services that integrate professional knowledge, local expertise, and market intelligence. Ryan's areas of expertise include college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income strategies. He combines the resources of Merrill and the banking convenience of Bank of America to support the creation, growth, and preservation of clients' wealth. He holds a Bachelor of Arts degree from the University of Minnesota Duluth and has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan is actively involved in his community as a board member of the Beck Foundation and Northwoods Children Services. He previously served as an assistant coach for the Duluth Denfeld High School hockey team and has involvement with the University of Minnesota Duluth Men's Hockey Alumni. His personal interests include biking, boating, camping, football, golfing, ice hockey, photography, running, spending time with his family, and yoga.

Benjamin Kneeland is a financial advisor with Raymond James & Associates in Duluth, MN, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he worked at Morgan Stanley and Morgan Stanley Private Bank. In addition to his financial career, he serves part-time as a licensed peace officer with the Proctor Police Department. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and specialized advisory programs.

Kyle Tomaich is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 15 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his financial advisory role, he serves as an assistant coach for the Duluth East softball team. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and sports and entertainment planning.

Lukan Hanson is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held various client service roles at firms such as Sellwood Partners and AdvisorNet Financial and currently works with Cetera and Cetera Wealth Services. Outside of his advisory work, he is a bartender at Ridgeview Country Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Justin Black is a financial advisor with Edward Jones in Duluth, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as the head coach of a 15U hockey team with the Duluth Area Hockey Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a broad range of advisory services including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds.

Peter Vatalaro is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2019, including a role with Morgan Stanley Private Bank, N.A. prior to that, and also has experience at North Shore Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and research.

Anne Holy is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, she was engaged in insurance and investment-related roles, including a 20-year tenure at Waddell & Reed, Inc. and involvement with the Duluth Lions Club and Community Action Duluth. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Colton Godbout is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Waddell & Reed Inc and Carrie Kelley, LLC, before joining LPL Financial in 2021. Colton also operated Lake Rock Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Samuel Thiesse is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his financial career, he serves as a board member of the Duluth Curling Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from individual planning to corporate financial arrangements.

Edward Grondahl is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Cuna Mutual Group, CUNA Brokerage Services, Merrill, and Wells Fargo Investments. 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 portfolio programs, and institutional platforms, supported by extensive operational and research resources.

Anthony Yung is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2006 and began his career in financial services in 1993. Anthony is recognized for his work with the Yung Geris Group, which provides a Goals-Based Management process focused on client-centered strategies. His expertise includes Family Wealth Management, Divorce Transition Planning, Personal Retirement Planning, and Small Business Strategies. The team serves a diverse clientele including families, retirees, professional practices, business owners, and non-profit organizations in the Twin Ports area and beyond. Anthony holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Minnesota Twin Cities and completed his high school education at Duluth East High School. Community involvement is a significant part of Anthony's life. He serves on the boards of the Ordean Foundation, Lake Superior Swim Club, and Northland Country Club. Outside of work, he enjoys golfing, running, swimming, traveling, football, and spending time with his family.

Brian Johnson is a financial advisor with Ameriprise in Duluth, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he provides accounting consulting services, assisting with bookkeeping and coordinating with other professionals on business matters. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.