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Craig M

Series 65

Edina, MN

DSG Capital Advisors, LLC

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors. Outside of finance, Mc Pherson is a Flight Officer with United Airlines, a role he has held alongside his advisory career. DSG Capital Advisors manages approximately $780 million for high-net-worth clients, providing customized long-term investment portfolios, financial planning, and family office services.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Denver G

Series 66

Edina, MN

DSG Capital Advisors, LLC

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 30 years of industry experience. He holds the Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2024. He is involved as a co-trustee and investment advisor for several family trusts and serves as managing partner and advisor for a client family trust through Stone Arch LLC. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships starting at $5 million. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services, employing a research approach that combines quantitative and qualitative analysis with ongoing client communication.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Klair R

Series 66

Edina, MN

DSG Capital Advisors, LLC

Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with a $5 million relationship threshold. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services using customized, primarily long-term portfolios constructed with a combination of individual securities and alternative investments.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan B

Series 66

Edina, MN

DSG Capital Advisors, LLC

Jonathan Bellm is a financial advisor with DSG Capital Advisors, LLC in Edina, MN. He holds a Series 66 designation and has three years of industry experience. Prior to joining DSG Capital Advisors, he worked at Raymond James Financial Services, Inc., Cambridge Trust, and Fidelity Investments among other roles. DSG Capital Advisors, LLC is an SEC-registered firm managing approximately $780 million for about 115 clients. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships of $5 million or more. DSG constructs customized portfolios using a range of investment vehicles and combines quantitative and qualitative research methods with continuous client communication and periodic reviews.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cynthia S

Series 63, Series 65

Edina, MN

DSG Capital Advisors, LLC

Cynthia Slater is a financial advisor at DSG Capital Advisors, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Hightower Securities and Hightower Advisors before joining DSG Capital in 2024. DSG Capital Advisors, LLC manages approximately $780 million for about 115 high-net-worth clients through discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and combines quantitative, qualitative, technical, and macroeconomic analysis in its research approach.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack B

Series 66

Edina, MN

DSG Capital Advisors, LLC

Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC. Prior to his career in finance, he held positions at United Parcel Service and other companies. DSG Capital Advisors, LLC manages approximately $780 million for about 115 clients and offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses. The firm focuses on customized, primarily long-term portfolios using individual securities and a combination of quantitative and qualitative research methods.

Wealth management Private / alternative investments Options & derivatives strategies Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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