Darrel Wick

Max Peters is the sole advisor at Velouria Capital Management LLC in Cohasset, MN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has worked at Velouria Capital Management since 2011 and concurrently with the City of Cohasset since 2013. Velouria Capital Management serves individual investors, primarily those with under $250,000 in investable assets, offering diversified portfolio development, discretionary management, and ongoing monitoring. The firm’s investment approach combines fundamental and technical analysis, sometimes using short-term trading, and allows clients to place restrictions on certain investments.

Bailey Ziemski Harwood is a financial advisor with OneAscent Financial Services LLC in Grand Rapids, MN, holding a Series 66 designation and two years of industry experience. Prior to joining OneAscent, Bailey worked at Thrivent Financial and Brad Nelson - Thrivent Financial. Outside of advisory work, Bailey is a part owner of a towing business. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Simon Jackson is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OneAscent, he worked at Thrivent Financial and Swedish Match North America. He is an associate board member of the Grand Rapids Youth Baseball Association and serves on the finance council of St. Joseph's Catholic Church. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and integrates a range of investment solutions including unified managed accounts and overlay managers.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.

Brad Nelson is a CFP® with 14 years of experience in the financial services industry. He is currently with OneAscent Financial Services LLC and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Nelson serves as president of Itasca Youth for Christ and is a board member of Lighthouse Christian Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs, utilizing a combination of direct management, third-party managers, and automated platforms.

Sara Bolen is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OneAscent in 2023, she worked at Thrivent Financial and its affiliated entities from 2011 to 2023. Outside of her advisory role, she volunteers as a bookkeeper for a local nonprofit organization, The Creativity Tank, which supports art projects for children in Grand Rapids, MN. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers asset management, financial planning, fiduciary services, and integrates various investment platforms and overlay managers to implement individualized portfolio strategies.