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.

Jedd Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding CFP® and ChFC® designations and four years of industry experience. He has worked at Bear Valley Financial LLC since 2022 and Split Rock since 2021. Outside of advising, Anich serves as an assistant hockey coach for the Cloquet School District and is involved with patient education initiatives through Snow Companies. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis using a combination of technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Mark Cool is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has previously worked with North American Shale Energy Fund LP and Split Rock Asset Management LLC. Outside of advising, he serves as vice president of Blacklist Brewing Co., a European-inspired craft brewery, and is a finance committee member at Cloquet Country Club. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment process that incorporates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform.

Kelly Johnson is a financial advisor with Split Rock Private Trading and Wealth Management LLC in Cloquet, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Split Rock since 2014. Outside of his advisory role, Johnson serves as a commissioner on the Cloquet Planning & Zoning Commission and is a board member of Cloquet Community Memorial Hospital. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, managing accounts on a discretionary basis with an investment approach that integrates charting, technical, fundamental, and cyclical analysis. The firm also manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio through the Interactive Advisors platform.

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.

Dale Anich is a financial advisor with Split Rock Private Trading and Wealth Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Bear Valley Financial, LLC since 2022 and has been with Split Rock since 2020. Anich is also a licensed insurance agent in Minnesota and Wisconsin, owning and managing an insurance agency. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans, offering discretionary account management based on clients’ goals and risk tolerance. The firm manages the North Shore Equity Rotation ETF (ticker: KOOL) and offers a model portfolio on the Interactive Advisors platform, utilizing a combination of charting, technical, fundamental, and cyclical analysis in its investment approach.

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.

Tyler Kocon is a financial advisor at Split Rock Private Trading and Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Split Rock since 2010, including prior roles at Split Rock Asset Management LLC and North American Shale Energy Fund LP. Outside of his advisory work, he serves as Vice-President of Blacklist Brewing Co., a European-inspired craft brewery, where he oversees financial operations. Split Rock Private Trading and Wealth Management LLC provides portfolio management services to individuals, high-net-worth clients, and pension plans through separately managed accounts and written Investment Policy Statements. The firm manages the North Shore Equity Rotation ETF (KOOL) and offers a model portfolio on the Interactive Advisors platform, employing a combination of technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

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.