Jordan Fahlsing is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Fahlsing serves as a board member at large for the Hermantown Legacy Fund, a philanthropic organization supporting community grants, scholarships, and sponsorships in Hermantown, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Matthew Blake is a financial advisor with Merrill in Duluth, Minnesota. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at UBM and MJH Associates. 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 individuals, high-net-worth clients, and institutional investors.

Ryan Geris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of The Yung Geris Group, where he focuses on developing deep, lasting relationships with clients by listening, understanding, and helping to accomplish their financial goals. His approach includes delivering seamlessly integrated, personalized financial services that leverage Merrill's market intelligence and the banking resources of Bank of America. Ryan's goal is to assist clients in the creation, growth, and preservation of wealth. 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. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as certifications such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He maintains FINRA registrations Series 7 and 66 and earned his Bachelor's Degree from the University of Minnesota Duluth. In addition to his professional work, Ryan is actively involved in community organizations. He serves as a board member for the Beck Foundation and Northwoods Childrens Services, and has previously been involved with the Duluth Denfeld High School Hockey team and the Duluth Amateur Hockey Association. Ryan participates in outdoor activities including golfing, running, hiking, biking, boating, camping, football, ice hockey, photography, and yoga, and spends time with his family.

Benjamin Kneeland is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 credential and previously worked at Morgan Stanley and Morgan Stanley Private Bank. In addition to his advisory role, he serves as a licensed peace officer with the Proctor Police Department, providing security for major city events. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm offers financial planning and consulting services supported by nationwide advisers and a range of portfolio management styles.

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.

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.

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 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.