Sarah Wildes is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following an 11-year tenure at Trillium Services Inc. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Urshan is a CFP® professional with 16 years of industry experience. He has been with OSAIC since 2024 and previously worked for Securities America Inc and Securities America Advisors from 2010 to 2024. Outside of advising, he acts as an agent for fixed insurance products through Urshan Retirement Group, Inc., and serves as a notary public. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client needs.

Lukan Hanson is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked with several financial services firms, including Sellwood Partners and Advisornet Financial. Outside of advising, he works as a bartender at Ridgeview Country Club. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and access to third-party managers.

Justin Black is a financial advisor at Edward Jones in Duluth, MN, holding a Series 66 designation with 14 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 more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Peter Vatalaro is a financial advisor at Morgan Stanley in Duluth, MN, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. since 2022, and previously spent a year at North Shore Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, serving clients through both direct relationships and corporate financial planning agreements.

Anne Holy is a financial advisor with LPL Financial based in Duluth, MN, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include two decades at Waddell & Reed, INC., as well as involvement with various insurance carriers and community organizations such as the Duluth Lions Club and Community Action Duluth. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage options, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Wilson is a financial advisor with Wells Fargo Clearing in Duluth, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked with Wells Fargo Bank, NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Colton Godbout is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Carrie Kelley, LLC, Waddell & Reed Inc, and Susan Stelman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

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.

Kevin Hendrickx is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. He has been with Wells Fargo Bank, N.A. since 2016 and started his current role in 2025. Prior to his career in finance, he worked at Erbert and Gerbert's for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

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.

Christian Loeb is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2026, he worked at JPMorgan Chase Bank NA for four years. 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, operating under a fiduciary standard.

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.

Jess Panichi is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Merrill Lynch for 23 years and held roles at Redhawk Wealth Advisors prior to joining Raymond James in 2019. Panichi is also the CEO and Branch Manager of Panichi Olson Wealth Advisors LLC. 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, institutions, and charitable organizations. The firm offers customized non-discretionary planning and employs advanced analytical tools to support client decision-making.

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.

Aaron Michaelson is a financial advisor with RBC Capital Markets holding a Series 66 designation and 20 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

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.