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.

Brian Liberty is a financial advisor with Raymond James & Associates in Duluth, MN, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He has been with Raymond James since 2006. Outside of advising, he serves on a local steering committee evaluating the potential reopening or redevelopment of a city golf course property for community use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations with tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

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.

Neill Atkins is a financial advisor at Cetera with 45 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2013. Outside of his advisory role, Atkins hosts a weekly talk radio show focused on current events and politics and serves on the board of several veterans organizations, including Veterans United for Freedom and the Zenith City American Legion Post 28. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of program structures and client needs.

Jordan Urshan is a financial advisor at Osaic Wealth with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Osaic in 2024, Jordan spent 14 years with Securities America Inc and Securities America Advisors. He is also a licensed insurance agent offering fixed insurance products and serves as a notary public. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering both discretionary and advisor-managed strategies supported by various tools and third-party managers.

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.

Theodore Bujold is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at RBC Capital Markets LLC since 2010 and at City National Bank since 2017. Outside of his advisory role, he serves on the board of the Duluth Masonic Temple Building and Museum Foundation and volunteers for a local nonprofit golf fundraiser. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers to implement portfolios aligned with clients’ risk profiles.

Benjamin Wilson is a financial advisor with Wells Fargo Clearing in Duluth, MN, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and has been affiliated 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 offers brokerage and advisory solutions supported by research and analytics from its Investment Institute and third-party sources.

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.

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.

Steven Patronas is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of the Boys and Girls Club of Duluth Scholarship Committee, the Duluth East High School Foundation, and Generations Healthcare Initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies supported by in-house and third-party managers.

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.

Travis Klingeisen is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allianz Life Financial Services, and Wells Fargo Home Mortgage. He serves as a board member and finance committee member for the nonprofit Never Surrender Inc., which supports ALS patients. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs combining discretionary and non-discretionary portfolio management with options for tax management and responsible investing.

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.