Cassandra Hoberg

Ralph Harrison is the sole advisor at Harrison Capital Management LLC, an independent registered investment adviser based in Minnetrista, MN. He holds a Series 63 designation and has 42 years of industry experience, including nine years at Wunderlich Securities. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board. Harrison Capital Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using individual stocks, bonds, ETFs, and no-load funds, managing accounts directly with a focus on retirement advice and maintaining a concentrated client base of approximately $30 million in assets under management.

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 eight years of experience in financial advising, currently serving as the sole advisor at Wealth Den Financial. His prior experience includes roles at Wealth Enhancement Group, LPL Financial, and The Vanguard Group. Outside of his advisory practice, he works as an independent contractor for Varsity Tutors. Wealth Den Financial is an independent, state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by fundamental analysis for select securities, and offers both managed accounts and recommendations for held-away assets.

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 a financial advisor at Bridgehaven Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bridgehaven since 2019, following a period of self-employment and 15 years at Whitebox Advisors. Bridgehaven Capital Management provides discretionary asset management and financial planning services primarily for individual and high-net-worth clients. The firm develops customized investment programs aligned with clients’ goals and risk tolerance, combining fundamental research with technical analysis, and offers ongoing portfolio management alongside tailored planning in areas such as retirement, tax, estate, education, and business exit strategies.

Matthew Stahl is a financial advisor at LIV Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fiat Wealth Management LLC and Foundations Investment Advisors LLC. Outside of his advisory work, Stahl owns a community building organization, Ascent, LLC, and a CrossFit gym, The FITHAUS. LIV Wealth Management serves retirement plan sponsors, institutional clients, individual investors, and small businesses, offering financial planning, portfolio management, retirement plan advice, and pension consulting. The firm employs strategies such as Modern Portfolio Theory, Core+Satellite, and passive investing, and provides ERISA-oriented services including investment policy statement development and fiduciary consulting.