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.

Jenny Larson is a financial advisor with LPL Financial in Duluth, MN, holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services Inc. for 10 years and has been associated with Affinity Plus Federal Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Vinod Gupta is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he teaches community education classes unrelated to finance and engages in public speaking about life experiences. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations delivered in partnership with clients’ financial advisors.

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.

Ian Sundland is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Before joining RBC in 2023, he worked at Superior Choice Credit Union and has a background that includes roles at the University of Minnesota Duluth and involvement with Grandma's Corporation, which operates Little Angie's Cantina and G-12. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a blend of internal and external investment managers.

Craig Chilcote is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Symphonic Financial Advisors. Outside of his advisory role, Chilcote is the owner of an assisted living facility and manages tax services as a managing partner at Anderson, Kuiti & Asuma PLLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing proprietary models as well as third-party strategies under multiple custody and platform arrangements.

Justin Wosepka is a Senior Financial Advisor and Assistant Vice President with Merrill Lynch Wealth Management, serving in the Duluth office as part of the Anderson Winberg Group. He joined Merrill in 2022, bringing 13 years of combined experience as a Financial Advisor and Bank Manager. Justin focuses on family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Justin holds a Bachelor's degree in Construction Management and Engineering from Minnesota State University Moorhead. He also completed accredited certificate programs at Wisconsin Indianhead Technical College and earned a Personal Investment Advisor (PIA) professional designation. His approach integrates his diverse financial expertise to help clients develop personalized plans aligned with their goals and priorities. Outside of his professional role, Justin enjoys outdoor activities including downhill and cross-country skiing, running, fishing, baseball, biking, football, and water sports. He and his wife actively participate in the community of Rice Lake, supporting local organizations such as the Boys and Girls Club of Rice Lake.

Nora Benzen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked with several firms including Waddell & Reed Inc and Susan Stelman LLC prior to joining LPL Financial. In addition to her advisory work, she is involved with Carrie Kelley, LLC in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and portfolio management solutions.

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 with 14 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a broad array of financial topics. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kristin Rognerud is a Series 66 registered advisor with Raymond James Financial Services Advisors, where she has worked since 2011, accumulating 19 years of industry experience. She serves on the Finance and Investment Committee of the College of St. Scholastica Board of Trustees, advising on the management of the college’s endowment. Rognerud is also president of Ascential Wealth Advisors, a firm providing financial planning and investment advice. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through unique affiliations.

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.

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 with Morgan Stanley who holds the Series 66 designation and has 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Cheryl Meese is a CFP® with 47 years of industry experience, currently with RBC Capital Markets in Duluth, MN. She has worked at the firm since 2008 and at City National Bank since 2020. Outside of her advisory role, she serves on the boards of the Animal Allies Humane Society and the Kitchi Gammi Club Foundation, and she is involved with NATCOM Bancshares as chair of its Enterprise Risk Management Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and custody services through multiple wrap fee advisory programs.