Ross Smith

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.

Kirsten Heim is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, she worked at NorthStar Financial Partners and IBM. Outside of her advisory role, she serves as a clerk for the City of Elba, MN. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and practice-management services. The firm offers a variety of advisory programs and solutions, including discretionary model portfolios and personalized investment options.

Debra Wolf is a Series 66-licensed financial advisor at OSAIC with 21 years of industry experience. Her prior roles include positions at Securities America Advisors and USAdvisors Wealth Management, LLC. She is also an account executive at Foresight Bank, where she manages investment services under an agreement with OSAIC. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and nonprofits. The firm offers diversified investment programs and utilizes technology-driven asset allocation and portfolio management tools across a broad network of advisors.

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.

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.