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.

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 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.

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.

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.

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.

Matthew Ebaugh is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allianz Life Financial Services, Progressive Insurance, and the National Bank of Commerce. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

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.

Alicia Kim is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides various portfolio management and financial planning services.

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.

Meghan Green is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Cetera, she worked for nine years at New York Life Insurance Company and NYLIFE Securities LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.