Brian Koski is a financial advisor at JMR Financial Group with eight years of industry experience. He holds a Series 65 designation and has been with JMR Financial Group since 2017. JMR Financial Group provides discretionary portfolio management and financial planning to individual investors, qualified retirement plans, businesses, estates, and trusts. The firm manages approximately $68 million in assets across about 835 client relationships, using asset-allocation strategies informed by third-party research and Morningstar-style analytics.

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Andrew Liebaert is a CFP® with 17 years of experience in the financial industry. He is currently with Belpointe Asset Management LLC and has prior experience at Tuttle Wealth Management, LLC. Outside of his advisory work, he serves as a hockey referee for the Minnesota State High School League and Wisconsin Interscholastic Athletic Association, and is on the board of directors for the Seaway Hockey Referee Association. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and third-party model partnerships.

Anna Downs is a financial advisor with ON Investment Management Company holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2006. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and a dual-registration model involving broker-dealer activities.

Chelsea Jez is a Series 66-licensed financial advisor at TLG Advisors, Inc. with 14 years of industry experience. She previously worked at Lincoln Financial Advisors for eight years and Lincoln Financial for two years. Jez also serves as a retirement consultant focusing on the education of retirement products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory in its investment process and offers both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Andrew Amys is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of Sugar on Top Bakery and serves as a youth baseball umpire. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes a network model of independent advisors, offers both discretionary and non-discretionary portfolio management, and integrates technology platforms to support client services.

Eric Herried is a financial advisor with Eagle Strategies (New York Life) based in Duluth, MN, holding a Series 66 credential and 23 years of industry experience. He has been affiliated with Eagle Strategies since 2008 and previously operated Herried Financial Group for 16 years before founding Herried Financial Strategies, LLC in 2025. Herried’s other business activities include brokering non-registered insurance products through his DBA entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored advice, with the majority of its assets managed on a non-discretionary basis.

Kory Deadrick is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to Edward Jones, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of finance, he coaches boys basketball at the high school level in Minnesota and Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Todd Rengo is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Duluth, MN, with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Rengo is the principal of Nordic Connection, LLC, a wholesale distributor and importer of Scandinavian giftware, and serves as an elected director on the Esko High School ISD #99 school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Trent Braaten is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2025 and has prior experience working at Wells Fargo Bank, Concordia Moorhead, and several other organizations. 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 services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Matthew Kachel is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. His prior work includes positions outside the financial industry, such as roles at Security Jewelers and Americorps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based analyses and ongoing plan reviews, focusing on planning topics without discretionary portfolio management.

Dawkin Erceg is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His background includes positions at The Prudential Insurance Company of America, PRUCO Securities, and various roles outside the financial sector, including at Uber Inc, Doordash Inc, and Daktronics Inc. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Matthew Christy is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory work, he serves as a board member for the Hermantown Hockey Arena in Hermantown, MN. 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, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Kevin Pilon is a financial advisor with Thrivent Investment Management in Duluth, MN, holding a Series 66 credential and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Pilon provides occasional cantoring at funerals and serves on the stewardship council at St. Benedict Catholic Parish. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Theresa Boyd is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 1999. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

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.

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.

Rickie Derks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has held roles at Thrivent Financial since 2022, following prior positions at Cognate BioServices and several other organizations. Outside of his advisory work, Derks is a board member of the Empowered Women's Network, a group focused on connecting and empowering women in life and business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. The firm’s approach includes broad financial topics and allows clients to integrate planning with managed-account programs through a consolidated billing option.