Katherine Frazier is a CFP® professional with 10 years of industry experience, currently serving as an advisor at BGM Wealth Management in Bloomington, MN. Her prior experience includes roles at Securities America Inc and Everest Financial Group. She is part of a six-advisor team at BGM Wealth Management. BGM Wealth Partners manages approximately $517 million in client assets for about 213 households, serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes integrated planning across investment, tax, and estate matters, supported by a multidisciplinary team including CFP and CPA/PFS professionals.

Kevin Worms Lynch is a financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. He has been with Punch & Associates since 2012. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, and government entities. The firm employs a multi-cap investment approach focused on bottoms-up fundamental research and offers discretionary portfolio management along with Wealth Advisory services.

Joseph Michelizzi is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding the Series 66 designation. He has less than one year of industry experience and previously worked in various roles outside the financial industry, including at Grand Canyon University, Minnesota Valley Country Club, and Southwest Christian High School. Tradition Wealth Management serves individual and high-net-worth clients, employer-sponsored retirement plans, and charitable organizations, managing approximately $2.55 billion in discretionary assets. The firm employs model portfolios and continuous portfolio management, utilizing exchange-traded funds, mutual funds, stocks, bonds, and third-party managed account platforms.

Christopher Miller is a financial advisor at Boyum Wealth Architects LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Strategic Wealth Group Registered Investment Advisor, and Thrivent Investment Management. Outside of finance, he was involved with Legends Global Merchandise for five years. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with clients’ goals and risk tolerance.

Bryan Halicki is a financial advisor at Aspire Capital Advisors LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Aspire Capital Advisors, he worked at multiple firms, including Securities America Advisors and Highland Capital Brokerage. Outside of his advisory role, he participates in Toastmasters to develop public speaking skills. Aspire Capital Advisors LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charities, and employer-sponsored plans. The firm employs a primarily long-term investment approach focused on fundamental analysis and low-cost mutual funds and ETFs, while also using independent managers and conducting regular portfolio reviews.

Khalil Harris is a CFP® with six years of industry experience, currently serving at Punch & Associates Investment Management, Inc. He has previously worked at Thrivent Financial and Ameriprise, and has held roles outside finance including positions at DoorDash, Clemson University, and Pelican’s Snoballs. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, employing a multi-cap, fundamentally driven, and contrarian investment approach that emphasizes bottoms-up research and behavioral analysis. The firm manages portfolios on a team basis and offers specialized micro- and nano-cap strategies through private funds and sub-advisory relationships.

Mark Pearson is a financial advisor with Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Nepsis Advisor Services since 2014 and has been associated with Nepsis, Inc. since 2006. Outside of his advisory role, he serves as CEO of Nepsis Insurance Services, LLC, an insurance agency. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, utilizing a wrap-fee program with continuous supervision and a mix of investment vehicles in client portfolios.

Thomas Luing is a CFP® professional with 36 years of industry experience, currently serving at Capital Management Associates Inc since 2009. He holds Series 63 and Series 66 licenses and has additional roles including business consulting through Luing Holdings, LLC, tax preparation during tax season, and serving as a board member of the Worthington Duck Club. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management, as well as a manager-of-managers program.

Robert Branton is a Series 66-credentialed financial advisor with 27 years of industry experience. He is currently with Contego Capital Group, Inc., where he has worked since 2008. Outside of his advisory role, he serves on the board of Aloe Care International, a company that manufactures and sells sun care products, and is a partner in Leidang Capital LLC. Contego Capital Group is a SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm provides discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing a strategy focused on asset allocation and security selection using fundamental, technical, and cyclical analysis.

Kody Sherlund is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Brooklyn FI, LLC since 2023 and was previously with Heritage Wealth Architects, LLC for six years. Brooklyn FI, LLC serves individual and high-net-worth clients by providing household-level investment management, financial planning, and retirement-account advisory services. The firm emphasizes passive investment management while incorporating specialized external strategies and aggregates held-away accounts for comprehensive portfolio oversight.

Mallory Kretman is a CFP® and Series 65 licensed advisor with 11 years of industry experience. She works at Laurel Wealth Planning, a team-based firm in Edina, MN, where she has been since 2015. Laurel Wealth Planning is a fee-only advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The six-advisor team manages approximately $453.6 million and provides wealth management, portfolio management, and financial planning services using a combination of fundamental and technical analysis.

Anthony Johnson is a financial advisor at Kusske Financial, Inc. in Burnsville, MN, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC and Triad Advisors. Kusske Financial provides personalized financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm emphasizes non-discretionary financial planning through fixed-fee and hourly engagements, delivering detailed written evaluations while leaving implementation decisions to clients.

Anthony Perala is a CFA® charterholder with five years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent five years at Securian Asset Management. He is based in Edina, MN. Punch & Associates provides discretionary investment management and wealth advisory services to private and institutional clients, including high-net-worth individuals, families, foundations, pension plans, corporations, and government entities. The firm employs a multi-cap, fundamentally driven, contrarian investment approach, managing portfolios on a discretionary, team-based basis across a range of market capitalizations and strategies.

Coresa Cass is a CFP® professional with five years of experience, currently with Cornerstone Wealth Advisors, Inc. in Edina, MN. She has worked at Cornerstone since 2015. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning, wealth management, and retirement planning. The firm employs a strategic asset-allocation process and quantitative analysis to construct long-term portfolios, conducts frequent portfolio reviews, and offers customized billing arrangements for select clients.

Lewis Coffey is a financial advisor at Windsor Capital Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Windsor Capital Management since 2011. Windsor Capital Management manages approximately $703 million in discretionary client assets for a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a range of investment strategies, utilizing customized portfolios and proprietary model portfolios, and offers services such as discretionary portfolio management and sub-advisory arrangements.

Cynthia Slater is a financial advisor at DSG Capital Advisors, LLC with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Hightower Advisors and Hightower Securities. DSG Capital Advisors, LLC is an SEC-registered adviser managing approximately $780 million for about 115 clients. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services to high-net-worth individuals, families, trusts, estates, and businesses, typically serving clients with a $5 million relationship threshold. DSG constructs customized, primarily long-term portfolios using a blend of individual securities and other investment vehicles, supported by a research approach that integrates quantitative and qualitative analysis, technical indicators, and macroeconomic factors.

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.

Gene Suh is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and CapitalRunner LLC. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations to clients’ risk tolerance and goals.

Jacob Thibault is a CFP® with one year of industry experience and is currently an advisor at BGM Wealth Management. His prior work includes roles at Lake Street Capital Markets and Geraty Investments. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated planning approach and formal affiliations with trust and accounting entities that provide access to specialized tax and trust administration services.

Stephanie Stoup is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is currently with Boyum Wealth Architects LLC and has previously worked at Creative Planning, LLC, and Wipfli Financial Advisors, LLC. Ms. Stoup serves as an Advisory Board Member for the Twin Cities Film Festival, participating in events and providing guidance on a volunteer basis. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a blend of technical, tactical, and fundamental analysis, tailoring allocations based on each client's risk tolerance, time horizon, and goals.