Paul Muhich is a financial advisor with Due North Financial, LLC in Eveleth, MN, holding CFP® and ChFC® designations and bringing 30 years of industry experience. He has worked with Due North Financial since 2016 and previously with Gradient Securities, LLC and Gradient Wealth Management. Outside of his advisory work, Muhich serves as a commissioner on the City of Eveleth Planning Commission and performs as a vocal soloist for various area churches. Due North Financial, LLC provides discretionary asset management and financial planning primarily for individual clients, as well as charitable organizations and some business clients. The firm uses documented investment programs incorporating fundamental and technical analysis, employs third-party model portfolios and sub-advisors, and maintains custody through platforms like Altruist and Charles Schwab.

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.

Adam Link is a CFP® with three years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He also holds roles as an Engineering Manager at Coinbase and Managing Director at Fireweed Capital, where he is involved in real estate activities. His prior experience includes positions at several firms, including Fluidity and Securian Financial Services. 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 employs a diversified investment approach that combines fundamental, technical, and cyclical analysis, offering customized portfolios with a range of investment strategies tailored to client objectives and risk tolerance.

Scott Brandt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at John Hancock from 2008 to 2023 and has been affiliated with both Commonwealth Financial Network and Opus 111 Group since 2024. Outside of his advisory work, he has served as an ice rink attendant for the City of Aurora Recreation Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

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 41 years of industry experience. He has held roles at UBS Financial Services since 1985 and joined Stifel in 2009. He holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Amber Heinle is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.