Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment process.

Brian Koski is a Series 65-licensed financial advisor with JMR Financial Group in Superior, WI. He has eight years of industry experience and has been with JMR Financial Group since 2017. JMR Financial Group provides portfolio management and financial planning services to individuals, families, businesses, qualified retirement plans, estates, and trusts. The firm combines discretionary portfolio management using ETFs and mutual funds with in-house tax, accounting, and insurance services, managing a large client base through standardized, process-driven methods.

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he worked in construction and hardware sectors and played professional hockey with the Idaho Steelheads and Albany Devils. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and tax-loss harvesting.

Benjamin Setterlund is a CFP® professional with 24 years of industry experience. He has worked at Cahill Financial Advisors, Inc. since 2020 and previously held roles at North Star Consultants, Inc., Minnesota Life, CRI Securities, LLC, and Securian Financial Services, Inc. He is based in Duluth, MN. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its advisory platform.

Ryan Jones Casey is a Series 66-registered advisor with 15 years of industry experience. He has been with Natural Investments since 2016 and previously worked at Kms Financial Services Inc from 2010 to 2016. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and offers both discretionary asset management and project-based financial planning.

Lyndon Lorenz is a CFP® professional with 10 years of industry experience, currently serving at Boldin Advisors. His prior roles include positions at NewRetirement Advisors, LLC and Midwest Professional Planners, Ltd., as well as a brief tenure at DoorDash. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term, buy-and-hold investment approach. The firm operates multiple offices with a six-advisor team and offers fixed, hourly, or annual planning engagements without portfolio management or custody of client assets.

Kara Proctor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Midwest Professional Planners, Ltd. She previously worked at U.S. Bank and RSM US Wealth Management, LLC. Proctor is involved in her community as the treasurer of the Superior Douglas County Family YMCA and has served as past president and board member of the Duluth Superior Eco Rotary. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a variety of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Benjamin Tuomala is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 65 license and two years of industry experience. His prior work includes roles at the University of Minnesota Duluth and State Farm. Outside of his advisory work, he participates in freelance research studies through Prolific Academic and CloudResearch. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm’s investment approach is long-term and asset-allocation driven, emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Alex Meehan is a CFP® with seven years of experience in financial advising. He is currently with Great Waters Financial and previously worked at MPPL Financial, Ascential Wealth Advisors, and Berger Financial Group. Meehan holds insurance licenses in life, accident, and health. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and tax preparation services. The firm manages approximately $1.18 billion in assets across a range of investment strategies and maintains several strategic relationships that expand its service offerings.

Scott Wallschlaeger is a CFP® professional with 21 years of industry experience, currently serving as an investment advisor representative and CEO at Midwest Professional Planners, Ltd. He has held roles at MPPL Financial and Crump Life Insurance Services, among others. Outside of his advisory work, Wallschlaeger is a member of the Forbes Finance Council and contributes articles to Forbes. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management for individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching and divorce planning.

Sebastian Sullivan is a financial advisor at Midwest Professional Planners, Ltd. with two years of industry experience. He holds a Series 65 credential and has a background that includes roles at the Duluth Entertainment Convention Center and the University of Minnesota Duluth. Outside of advising, he serves as the ice maintenance lead at the Duluth Entertainment Convention Center. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a variety of investment strategies, including model portfolios, individual equities, fixed income, and ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Jesse Dunsmoor is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Professional Planners, Ltd. in Duluth, MN, where he has worked since 2022. Prior to joining the firm, he was employed at Cleveland-Cliffs Inc. from 2015 to 2022. Outside of his advisory role, Jesse coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, and low-cost ETFs, and offers specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis and serves as a board director for the Labovitz School of Business & Economics’ Financial Markets Investment Oversight Committee, providing mentorship and oversight of student investment activities. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm utilizes model strategies incorporating equities, fixed income, ETFs, and may employ advanced techniques such as options and tax-loss harvesting, along with continuous portfolio monitoring and rebalancing.

Cory Wokasch is a financial advisor at Midwest Professional Planners, Ltd. with four years of industry experience. He holds the Series 65 designation and has worked at Midwest Professional Planners, Ltd. since 2019, with prior experience at Agate Financial Services and Goodin Company. Outside of his advisory role, he is also an independent insurance agent affiliated with MPPL Insurance, LLC. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs model strategies and a mix of equities, fixed income, and low-cost ETFs, while offering specialized services such as retirement coaching, divorce planning, and retirement plan consulting.

Yvonne Novak is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds Series 63 and Series 65 credentials and has a legal background, practicing as an estate planning and elder law attorney since 2007. Novak serves on the board of a local nonprofit organization and teaches fitness classes in water aerobics and cycling. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.

Leonard Christenson is a financial advisor with Farther based in Duluth, MN. He holds a Series 65 credential and has experience advising clients through a multi-team firm structure. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm employs an investment approach grounded in Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Kurt Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He also provides tax preparation and accounting services as a CPA. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios and third-party managers to implement client strategies.