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.

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 in Duluth, MN, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Waddell & Reed and Anne Holy, among other firms. Clark is also involved with Frandsen Bank and Trust and Frandsen General Agency in financial and insurance-related capacities. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Daniel Urshan is a financial advisor at OSAIC with 40 years of industry experience. He has previously worked at Securities America, Inc. and Securities America Advisors, Inc., and has operated Urshan Retirement Group, Inc. since 2007. Outside of advising, he is the author of a children's book titled "Where's Duke?". Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various portfolio management options, leveraging asset-allocation tools and third-party platforms.

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.

Samantha Kersten is a financial advisor with LPL Financial in Superior, Wisconsin. She holds Series 63 and Series 65 registrations and has three years of industry experience. Her prior work includes roles at BMO Bank NA, Associated Bank, and Bank Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of strategic and tactical investment options.

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.

Jason Rolfe is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, Rolfe serves as a Public Affairs Superintendent in the Air National Guard and co-owns a retail clothing business with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Matthew Draeger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2018 to 2021. Outside of his advisory role, he is involved with Viridian Wealth, a business operating under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad scope of non-advisory financial activities.

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.

James Boileau Jr. is a financial advisor with Raymond James Financial in Duluth, MN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Cathedral of Our Lady of The Rosary Endowment Fund and is the owner of Lake Superior Financial Services, Inc. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations and programs to enhance its service offerings.

Ann Nygren is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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, pension plans, corporations, and charitable organizations.

Lynden Medlin is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2010. Medlin is the owner of North Land Private Asset Management, LLC, an investment-related business based in Duluth, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Anna Graves is a financial advisor at OSAIC with 9 years of industry experience. She holds the Series 66 designation and has previously worked at Securities America, Inc. for 8 years. Outside of her advisory role, she is a licensed life insurance agent and a notary public. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios across various investment vehicles.