Kirsten Heim

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.

Tyson Stackhouse is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Mayo Clinic from 2003 to 2024. He is also the owner of TLS Creations, a woodworking crafts business based in Wabasha, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Julie Leichtnam is a financial advisor with Edward Jones in Wabasha, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2016 and also has a concurrent role at Sweet Financial Services since 2012. Outside of her advisory work, she is a co-owner of Hall Lake Cabins and Rentals LLC, involved in managing rental properties. 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 across a large network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Steven Lang is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. In addition to his advisory role, he has been involved with USA Hockey as an official since 2008 and serves as president of The Pet Pantry of Northwest Louisiana, a nonprofit pet food distribution organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as trust and securities-based lending.

John Gruber is a financial advisor with Ameriprise in Lake City, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the Board of Directors for the Country Park Estates Homeowners Association and consults for Summit Management Group, LLC, assisting with non-licensed operational activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.