Jack A Magrum

Erik Dodds is a financial advisor with Whitwell Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner of Crown Wealth Management, LLC, an insurance agency, and also manages ERD Consulting, LLC, which holds ownership of Canyon Ridge Group, LLC. Additionally, he is involved in several other business ventures, including Concentric Investment Opportunities, LLC and Seeds in Soil, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities within defined strategies, combining fundamental, technical, and macroeconomic analysis, and supports affiliated advisers through operational and compliance oversight across multiple offices.

Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.

Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.

Andrew Bowman is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group, LLC, Annandale School District, and Hoffman Construction. Outside of advising, he has served as an administrative assistant. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside fixed-fee financial consulting services.

Stephen Garvin is a financial advisor with Sandhill Investment Management in Buffalo, MN, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Sandhill since 2013. Outside of his advisory role, Garvin is involved in several business ventures, including ownership of a family apple orchard and participation as a limited partner in a restaurant. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and valuation, generally pursuing long-term equity positions and cyclical entry points.

Daniel Dougherty is a Series 66 licensed financial advisor with over 10 years of industry experience. He has been with Dougherty & Associates Financial Advisors, Inc. since 2015 and is a 50% owner of the firm. The firm is a team-based registered investment adviser serving a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. Dougherty & Associates manages approximately $354 million across more than 1,000 client accounts, offering both discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and fixed income.