Eric Gardner is a CFA® charterholder based in Minneapolis, MN, with 16 years of experience in the financial services industry. He has worked at firms including Sequoia Financial Group, Kowalski Financial, and Ameriprise Financial Services. Gardner currently operates as the sole advisor at All Star Financial. All Star Financial offers personalized financial planning, in-house tax preparation by certified public accountants, and discretionary and non-discretionary investment management to a broad client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring strategic asset allocation, global diversification, and tactical portfolio adjustments informed by macroeconomic indicators.

Daniel Plagens is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been associated with LPL Financial since 2011. He maintains a Minnesota life and health insurance license for service purposes only and does not receive commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and preparation, offering customized, tax-aware strategies overseen by an internal investment team and committee.

Carter Springer is a CFP® and holds a Series 66 license with five years of industry experience. He is affiliated with Tradition Wealth Management LLC in Edina, MN. His prior experience includes roles at Concourse Financial Group Securities Inc and Strapped LLC. 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 through model portfolios and a range of investment strategies including ETFs, mutual funds, and third-party managed accounts.

Walter Albitz is a financial advisor at Contego Capital Group, Inc. with a Series 66 credential and experience spanning roles at Allianz Life Insurance Company of North America, Purshe Kaplan Sterling Investments, and Integrated Wealth Advisors. He has also worked in entrepreneurial and insurance capacities and served as a youth soccer official. 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 offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, employing asset allocation and security selection based on fundamental, technical, and cyclical analysis.

Felix Kopycinski is a financial advisor at Laurel Wealth Planning with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Northwestern Mutual and Intentional Enterprises, LLC, among other firms. Laurel Wealth Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations, offering wealth management, portfolio management, and financial planning services. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and a committee-based approach to tailor investment programs and employs distinctive practices such as derivatives and option-writing strategies.

Ryan Punch is a CFP® with eight years of industry experience, currently serving as an advisor at Punch & Associates Investment Management, Inc. since 2021. He previously worked at Ameriprise Financial from 2017 to 2020 and has a background that includes a position at the University of Wisconsin. Punch & Associates Investment Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis across various market capitalizations and specialized strategies.

Matthew Berhow is a CFP® and holds a Series 66 license with 24 years of experience in financial advisory. He has worked at firms including CETERA Advisor Networks LLC and Affiance Financial LLC before joining All Star Financial, where he currently serves as the sole advisor. He also holds a role as an insurance agent selling fixed life, health, disability, annuities, long-term care, and life settlements. All Star Financial offers personalized financial planning, tax preparation by in-house CPAs, and both discretionary and non-discretionary investment management to a broad client base. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation and global diversification across risk-based model portfolios.

Wendy Brekken is a financial advisor at Private Wealth Asset Management with one year of industry experience. She holds a Series 65 designation and previously worked at Old National Bank and Wells Fargo Bank NA. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, focusing on strategic asset allocation supported by quantitative, fundamental, technical, cyclical, and economic analysis.

Chadwick Schumacher is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 21 years and has been with Tradition Wealth Management since 2003. Outside of advising, he serves on nonprofit boards, including the Big T Foundation and the 1776 Owens Foundation, which support charitable causes and grants for veterans, police officers, and firefighters. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios, ETFs, mutual funds, and alternative investments, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Grant Germscheid is a financial advisor with All Star Financial in Minneapolis, MN, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at BlueStem Wealth Partners, Ameriprise, LPL Financial, and PFG Advisors. He also operates as an independent insurance agent under his sole proprietorship. All Star Financial provides personalized financial planning, tax preparation by in-house CPAs, and investment management services to a broad client base including individuals, retirement plans, trusts, and business entities. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified risk-based model portfolios with strategic asset allocation and periodic rebalancing.

William Johnson is a financial advisor at Tradition Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Tradition Wealth Management and Concourse Financial Group Securities Inc. In addition to his advisory role, he serves as a notary, providing document-signing services on an occasional basis. 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 using ETFs, mutual funds, stocks, bonds, and third-party managers through Schwab’s platforms, with distinctive offerings including IPO participation guidance and pooled alternative investment programs.

Alexander Pengelly is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Capital Management Associates, Inc. since 2017 and Capital Management Securities, Inc. since 2016. Pengelly is also involved as a minority owner of Bridges Financial and serves as the 2026 Chairman of FPA Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and a manager-of-managers program. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term investment strategies, managing assets on mostly a non-discretionary basis.

Luke Aarestad is a financial advisor with E Wealth Partners in Minnetonka, MN, holding a Series 65 designation and one year of industry experience. Before joining E Wealth Partners, he worked at Protiviti for five years and held positions at the University of St. Thomas, Ernst and Young, Stonebridge Communities, and Brooks Brothers. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for around 224 clients. The firm serves individuals, including high-net-worth clients, as well as corporations and public entities, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with attention to asset allocation, tax efficiency, and regular portfolio reviews.

Michael Dougherty is a financial advisor with United Advisors America, holding the ChFC® designation and Series 63 license, with 14 years of industry experience. He has been with United Advisors America and Alliance America Corporation since 2011. Dougherty is also involved in insurance sales as a financial planning representative. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach with customized asset allocations using mutual funds, ETFs, and select exchange-traded products, serving clients under written Investment Management Agreements.

Deanna Rens is a financial advisor at Petros Family Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in regulatory assets for about 405 clients, employing risk-adjusted, tax-aware asset allocations that combine active and passive strategies and offering both discretionary and non-discretionary portfolio management.

Herbert Richardson III is a financial advisor at Capital Management Associates Inc with 8 years of industry experience. He holds a Series 66 designation and has been associated with Capital Management Securities, Inc. and Capital Management Associates since 1995. Outside of his advisory role, he is involved with AMWAY in a non-investment capacity. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a range of analytical approaches and employs third-party asset managers within its Managed Accounts Program.

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.

William Friederichs is a CFP® professional with 32 years of industry experience, currently serving as an advisor at BGM Wealth Management since 2019. His prior experience includes roles at Foresters Financial Services, Inc., and a period of independent practice. BGM Wealth Partners is a team-based wealth management firm comprising six advisors, serving individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm is noted for its integrated approach to investment, tax, and estate planning, supported by credentialed professionals and formal affiliations with a private asset trust company and an accounting practice.

Jeremy Ballmann is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Focus Financial and MRK Financial Solutions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, and family trusts with comprehensive financial planning and portfolio management. The firm combines investment management with tax planning and preparation, employing an in-house investment team and committee to create diversified, tax-aware portfolios focused on risk management.

Katherine Then is a Series 65 credentialed advisor with six years of industry experience. She has been with Laurel Wealth Planning since 2021 and previously worked at Stevens Foster Financial Advisors from 2004 to 2021. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing wealth management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis, quantitative modeling, and an Investment Committee to guide strategy, including the use of derivatives and option-writing strategies in separately managed accounts.