Andrew Charles Scalia

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides investment management and financial planning services to individuals, families, business owners, corporations, and nonprofit organizations. The firm uses a “Family CFO” approach that integrates investments with tax strategy, estate planning, insurance, and business-transition planning, typically implementing client strategies through model portfolios or custom allocations using ETFs and individual securities.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, holding a Series 63 designation with 43 years of industry experience. He has led his independent firm since 2001. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board District #277. Harrison Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using exchange-traded funds along with select U.S. mid- to large-cap stocks, following ERISA fiduciary standards for retirement accounts.

Judd Axelson is the principal of Paratus Wealth Management, LLC, an independent registered investment adviser based in Long Lake, MN. He holds a Series 65 designation and has 18 years of industry experience. Axelson also owns Axelson & Associates LLC, a consulting and recruiting business unrelated to investment management. Paratus Wealth Management serves individuals and high-net-worth clients, managing approximately $72 million across 44 accounts. The firm emphasizes tailored investment plans based on asset allocation and Modern Portfolio Theory, offering discretionary portfolio management, comprehensive financial planning, and periodic reviews.

Konnor Tranoris is a CFP® professional with nine years of industry experience. He is the principal and sole advisor at Wealth Den Financial, an independent investment advisory firm he established in 2020. Prior to founding Wealth Den Financial, he held positions at firms including Wealth Enhancement Group and LPL Financial. Tranoris also works as an independent contractor for Varsity Tutors alongside his advisory role. Wealth Den Financial serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm typically uses a passive investment approach with selective fundamental analysis, managing client portfolios according to individual risk tolerances and tax considerations.

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

Jed Otteson is the sole advisor at Bridgehaven Capital Management LLC, an independent firm based in Excelsior, MN. He holds a Series 65 designation and has six years of industry experience, including three years as a self-employed advisor before founding Bridgehaven in 2019. Bridgehaven Capital Management LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm operates with a small client roster, using a combination of fundamental, technical, and charting analysis to guide investment decisions, while offering tailored retirement, legacy, tax, and cash-flow planning.