Andrew Rogers is a financial advisor at Northland Capital Management with five years of industry experience. He holds the Series 65 designation and previously worked for fourteen years at Cleveland-Cliffs Northshore Mining Company. Northland Capital Management is a fee-only advisory firm that serves individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm employs a primarily top-down investment approach with model portfolios ranging from Conservative to All Equity, including ESG options targeting lower carbon intensity.

Julie Johnson is a financial advisor with Northland Capital Management in Virginia, MN, holding a Series 65 credential and 10 years of industry experience. She has been with Northland Capital Management LLC since 2016. Northland Capital Management is a fee-only advisory firm serving individuals, trusts, and pension plans with discretionary portfolio management, limited financial planning, and occasional consulting. The firm employs a top-down investment process with a value tilt and offers both standard and ESG model portfolios, including services for some state and municipal government clients.

Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008 and holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm serving individuals, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm manages a range of model portfolios using a top-down, systematic approach with a focus on value stocks, ETFs, and mutual funds, and offers both standard and ESG portfolios targeting lower carbon intensity.

Shawn Lappi is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has served as an owner and investment advisor representative at Tri-Sure Financial since 2009. Outside of his advisory role, he owns a landscaping business and performs with a music entertainment group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that focuses on client approval for transactions and incorporates fundamental, technical, and cyclical analysis in portfolio management.

Adam Link is a CFP® with three years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He has previously worked at firms including Fireweed Capital and Coinbase, where he is also an Engineering Manager. In addition to his advisory role, Mr. Link is involved as Managing Director at Fireweed Capital, conducting real estate business. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a mix of mutual funds, ETFs, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Robert Babich is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Benjamin Eastman is a financial advisor with Thrivent Investment Management in Virginia, MN. He holds a Series 66 designation and has 10 years of industry experience, all within the Thrivent organization. He also served as an educator at American Military University from 2015 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a broad range of topics without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate planning and portfolio management services.

Crystal Spawn is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Travis Sorensen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at W.A. Fisher, Art Unlimited, and Viking Coca-Cola. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers a combined planning and managed-account program called WealthPlan, maintaining separation between planning advice and investment management.

Michael Carne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, where he has a total tenure spanning over four decades. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Loy Gotham is a financial advisor at Stifel with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services for 24 years. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Amber Heinle is a Series 66-registered financial advisor with 11 years of industry experience. She has worked at Edward Jones since 2021 and previously spent six years with Ameriprise Financial Services, Inc. based in Virginia, 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 large network of financial advisors and branch offices nationwide.

Andrew Bird is a Series 66-licensed financial advisor with LPL Financial, based in Virginia, Minnesota, and has one year of industry experience. Prior to joining LPL, he was associated with Bialke Financial Partners and has held various roles outside finance, including positions at Texas Roadhouse and Virginia Public Schools. 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 portfolios, and institutional platforms, supported by extensive resources and technology.

Christopher Bialke is a financial advisor with LPL Financial in Virginia, Minnesota, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Lincoln Financial Advisors for 20 years and has been with LPL Financial and American Bank of the North since 2020. Outside of his advisory role, he is involved in real estate rental activities. 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 comprehensive range of financial planning and investment management services supported by a large network of advisors and a range of advisory platforms.

Jo Kovacich is a financial advisor with Ameriprise in Virginia, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Kovacich is involved in business operations and consulting through JKK Inc. and serves as Board President of the Apple Tree Learning Center. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeremy Bateman is a CFP® professional affiliated with LPL Financial, with 22 years of experience in the financial services industry. His career includes roles at American Bank of the North since 2020, LPL Financial LLC since 2020, Lincoln Financial Advisors Corporation from 2016 to 2020, and Ameriprise from 2013 to 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining model portfolios, third-party asset management, and institutional platforms.

Ruth Dixon is a financial advisor with Edward Jones in Virginia, MN. She holds a Series 66 designation and has four years of industry experience. Prior to joining Edward Jones, she worked in various roles including financial coaching and temporary staffing. Outside of her advisory work, she manages a house cleaning service. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers both discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Brandon Spawn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Textron for four years and held positions at Michigan Tech and Itasca Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Krog is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as Vice President of the Church Council at Grace Lutheran Church and is involved in agricultural work during the harvest season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account options with periodic reviews, focusing on comprehensive financial planning without discretionary trading authority.