Jamison Dean Edlund

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, with 43 years of industry experience. He founded the firm in 2001 and holds a Series 63 designation. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School District #277 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 stocks, bonds, ETFs, and no-load mutual funds based on clients’ objectives, time horizons, and risk tolerances, and manages approximately $32.2 million across about 27 relationships.

Nathan Millerbernd is the sole advisor at MWM Wealth Advisory, LLC in Plymouth, MN, holding Series 63 and 66 designations with 26 years of industry experience. His prior roles include positions at Harbour Investments, Rivercrest Financial Group, and VOYA Financial Advisors. Outside of advisory work, he is involved in managing farmland through Greenfield Harvest, LLC, and oversees vacation property operations with N8 Vacation Properties, LLC. MWM Wealth Advisory provides fee-based investment management and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and qualified retirement plans. The firm operates primarily on a non-discretionary basis, managing approximately $130 million in non-discretionary assets and offering services such as investment policy development, monitoring, and participant education.

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 industry experience, currently operating as the sole advisor at Wealth Den Financial. His prior experience includes roles at Wealth Enhancement Group and LPL Financial, among others. He also works as an independent contractor with Varsity Tutors, dedicating part of his time to this outside activity. Wealth Den Financial is an independent investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, while incorporating fundamental analysis selectively, and offers both managed accounts and advisory reviews 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.