Edward Grondahl is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022, previously serving at CUNA Brokerage Services, Inc. and Cuna Mutual Group since 2012. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Anthony Yung is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 and has been in the financial services industry since 1993. Anthony leads the Yung Geris Group, which employs a Goals-Based Management process focused on client-centered financial planning. His expertise includes coordinating financial affairs for families, retirees, professional practices, business owners, and nonprofit organizations. Anthony holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor’s degree from the University of Minnesota System and a high school diploma from Duluth East High School. Committed to community involvement, Anthony serves on the boards of the Ordean Foundation, Lake Superior Swim Club, and Northland Country Club. Outside of work, he enjoys football, golfing, running, swimming, traveling, 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.

Jenny Helgeton is a financial advisor with Ameriprise in Duluth, MN, holding Series 63 and Series 66 licenses and 15 years of industry experience. She joined Ameriprise in 2018 after previously working at Northwestern Mutual Wealth Management Company and other advisory roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a service model centered on non-discretionary client implementation and a defined investment product ecosystem.

Amy Geissler is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016. Merrill, together 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 supported by internal CIO teams and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Soyring is a financial advisor with Merrill in Duluth, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Merrill since 1995 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he teaches managerial accounting at Fond du Lac Tribal and Community College. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.

Nicholas Clark is a financial advisor with LPL Financial based in Duluth, MN, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at LPL Financial and Frandsen Bank and Trust since 2019 and has prior experience with Waddell & Reed Inc and various insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning services, and brokerage offerings supported by research and model portfolios.

Thomas Berrisford is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Northview Financial Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as an at-large board member for Lake Park Little League in Duluth, MN. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to a range of investment program structures and third-party managers.

Samantha Cowley is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Jason Rolfe is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, Rolfe serves as a Public Affairs Superintendent in the Air National Guard and co-owns a retail clothing business with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Matthew Draeger is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Based in Duluth, MN, Draeger also operates Viridian Wealth as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

James Boileau Jr. is a financial advisor with Raymond James Financial in Duluth, MN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Cathedral of Our Lady of The Rosary Endowment Fund and is the owner of Lake Superior Financial Services, Inc. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations and programs to enhance its service offerings.

Ann Nygren is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lynden Medlin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2010. Medlin is the owner of North Land Private Asset Management, LLC, an investment-related business based in Duluth, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Irina Ensign is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers, alongside managing her own related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Wendy Homstad is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. She holds Series 63 and Series 65 licenses and is based in Duluth, MN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

James Grymala is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, Grymala is the owner and director of Katie Layne Acres LLC, a private farming business specializing in raising cows and horses and the sale of bio-products. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing tailored financial planning and consulting services through a variety of investment approaches and affiliated research resources.

Lynnea Emerson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2010 and holds the titles of Senior Vice President and Wealth Management Advisor. Lynnea works with individuals and families to define their financial goals and assist them in achieving those goals through planning and investment decisions. She focuses on a comprehensive approach to managing wealth, listening to clients to help them make informed decisions and develop effective strategies. Lynnea's team serves a diverse client base, offering expertise in areas including college education planning, corporate executive services, legacy planning, retirement income, and socially responsible investing. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the CERTIFIED PLAN FIDUCIARY ADVISOR® designation, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Lynnea earned her Bachelor's degree in Economics from Saint Olaf College and graduated from Duluth East High School. She is actively involved in her community, serving on the board of the Junior League of Duluth and previously holding leadership and board positions with the Duluth YMCA, Duluth YMCA Camp Miller, and the Twin Ports Women's Foundation. Lynnea resides in Hermantown with her husband, Dan, and has two college-aged children. Outside of work, she enjoys traveling, attending outdoor concerts, playing games such as disc golf and bocce, spending time with family, music, reading, and watching movies.

Dorian Hanson is a financial advisor with Morgan Stanley in Duluth, MN, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets since 1986. Outside of finance, Hanson has worked in a non-investment-related sales role at Victoria's Secret. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.

Madeline Evanson is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Duluth, Minnesota. She joined Merrill full time in June 2018 following her graduation from the University of St. Thomas in St. Paul, where she earned a Bachelor's Degree in Financial Management. Madeline is a member of a multigenerational team serving clients across the United States, focusing on a goals-based approach to help clients navigate financial life events and transitions while reducing stress around their finances. Her expertise encompasses a range of client focus areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management, and socially responsible investing. Madeline holds Series 7 and 66 FINRA registrations and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She plays a key role in planning and business management within her team, leveraging her analytical skills alongside relationship-building to support clients in aligning their financial strategies with their goals. Outside of her professional work, Madeline is active in community organizations such as Dementia Friendly Duluth’s Victory Chorus, Fuse Duluth Leadership Council, Healing Haiti, Junior Achievement USA, and the Walk to End Alzheimer’s Executive Leadership Team. She enjoys outdoor activities including mountain biking, cross-country skiing, hiking, and teaching yoga classes locally.