Jedd Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding CFP® and ChFC® designations and four years of industry experience. He has worked at Bear Valley Financial LLC since 2022 and Split Rock since 2021. Outside of advising, Anich serves as an assistant hockey coach for the Cloquet School District and is involved with patient education initiatives through Snow Companies. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis using a combination of technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Mark Cool is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has previously worked with North American Shale Energy Fund LP and Split Rock Asset Management LLC. Outside of advising, he serves as vice president of Blacklist Brewing Co., a European-inspired craft brewery, and is a finance committee member at Cloquet Country Club. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment process that incorporates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Kelly Johnson is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Split Rock since 2014. Outside of his advisory role, Johnson serves as a commissioner on the Cloquet Planning & Zoning Commission and is a board member of Cloquet Community Memorial Hospital. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment approach that integrates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio through the Interactive Advisors platform.

Dale Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Bear Valley Financial, LLC since 2022 and has been with Split Rock since 2020. Anich is also a licensed insurance agent in Minnesota and Wisconsin, owning and managing an insurance agency. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, offering discretionary account management based on clients’ goals and risk tolerance. The firm manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform, utilizing a combination of charting, technical, fundamental, and cyclical analysis in its investment approach.

Tyler Kocon is a financial advisor at Split Rock Private Trading and Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Split Rock since 2010, including prior roles at Split Rock Asset Management LLC and North American Shale Energy Fund LP. Outside of his advisory work, he serves as Vice-President of Blacklist Brewing Co., a European-inspired craft brewery, where he oversees financial operations. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans through separately managed accounts and written Investment Policy Statements. The firm manages the North Shore Equity Rotation ETF (KOOL) and offers a model portfolio on the Interactive Advisors platform, employing a combination of technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Stephen Stark is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Waddell & Reed. Outside of his advisory work, he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

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.

Martin Tabor is a financial advisor at Edward Jones in Cloquet, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brett Loeb is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds a Series 63 designation. Outside of his advisory role, he is a one-quarter owner and treasurer of an LLC involved in developing office property for an Edward Jones branch in Cloquet, MN. Edward Jones is a full-service wealth management firm serving over four million clients, with a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, alongside affiliated services including trust and securities-based lending options.

Hugo Hietapelto is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with MML Investor Services, Inc. and MassMutual Life Insurance Company since 2008. In addition to his advisory role, he serves as an adjunct professor teaching business courses at the University of Minnesota Duluth and the College of St. Scholastica. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. Their approach includes collaborative, goal-based planning with firm-approved analytical tools, offering a range of event-driven and specialized planning programs.

Jason Kuss is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials. Jason has worked at LPL Financial since 2017 through Truss Financial and has prior experience with firms including Waddell & Reed, Inc. Outside of advising, he owns and operates Complete Media LLC, a non-investment-related business. 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 and model portfolio programs, leveraging both proprietary and third-party investment strategies.

Andrew French is a Series 66-registered financial advisor with Edward Jones in Cloquet, MN, where he has worked since 2007, accumulating 18 years of industry experience. In addition to his advisory role, he teaches high school classes in business development, economics, and U.S. government through the Mater Dei Apostolate. He also serves as vice president of a partnership formed with other advisors related to the Edward Jones FA Ownership program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

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.