Debra Wolf

Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Ross Smith is a financial advisor with Commonwealth Financial Network, holding a Series 63 license and 37 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1997 and also has longstanding roles with Farmers Savings Bank and Norwegian Hollow Farm. Outside of his advisory work, he operates a stonecutting business called Mineral Point Stone in Bayfield, WI. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance resources.

William Baxter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cetera and Cetera Investment Services from 2014 to 2020. Outside of his advisory work, he creates videos about durable, high-mileage cars through his YouTube channel, CarsThatLast. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of portfolio management options, combining large-scale advisory operations with various non-advisory financial products.

Christina Mulholland is a financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. She has two years of industry experience, including roles at USAdvisors Wealth Management, Morgan Stanley, and Bremer Bank. Outside of advisory work, she owns a sole proprietorship renting storage space for personal property. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of programs and employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation tools, and portfolio optimization.

Kimberly Breuer is a financial advisor at Edward Jones in Plainview, MN, holding the ChFC® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.