Noah Haverdink is a CFP® with four years of industry experience, currently serving as a financial advisor at Epiq Partners, LLC in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual in both Minneapolis and Chicago, as well as positions at Zeutenhorst Financial Inc. and Storm Lake Capital. Epiq Partners is a state-registered investment adviser that provides tailored investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm employs proprietary investment models featuring concentrated holdings combined with selective use of derivatives and private investments, managed by a four-advisor team overseeing discretionary assets.

Benjamin Lazarus is a CFA® charterholder with nine years of industry experience. He is currently a partner at Epiq Partners, LLC in Minneapolis, having joined the firm in 2025. Prior to Epiq, he worked at Capstone Investment Advisors and Parametric Portfolio Associates. Lazarus is also involved in a fintech venture, LOOP PORTAL LLC, which connects investment fund LPs to GPs. Epiq Partners serves individuals, families, and related entities such as pension plans and charitable organizations, providing investment consulting and portfolio management. The firm uses proprietary model strategies that combine concentrated security selection with equity options and private investments to manage approximately $291 million in discretionary assets.

Bruce Langer is a CFA charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Epiq Partners, LLC since 2012, based in Minneapolis, MN. Epiq Partners is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, trusts, estates, and charitable organizations. The firm uses proprietary models featuring concentrated holdings and employs a tactical approach including derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

Benjamin Frey is a financial advisor at Epiq Partners, LLC in Minneapolis, MN, holding a Series 65 designation with nine years of industry experience. He has been with Epiq Partners since 2016. Epiq Partners is a wealth advisory firm serving individuals, families, and related entities by providing investment consulting, portfolio management, and solution-driven advice. The firm is noted for its customized asset-allocation roadmaps and proprietary model strategies, which incorporate individual equities, fixed income, mutual funds, ETFs, and private investments, with a distinctive use of equity options in separately managed accounts.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.