Robert Braun is a financial advisor at Convergence Financial in Eagan, MN, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior experience includes roles at LPL Financial and Waddell & Reed, Inc. He has been involved with the Apple Valley Rotary since 2015. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a strategic asset allocation and fundamental analysis approach to build tailored portfolios and offers services including retirement plan consulting and access to third-party managers.

David Anderson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked at Concourse Financial Group Securities for 12 years and has been involved with Tradition Wealth Management since 2008. Anderson also serves as an agent for Tradition Wealth Management Insurance Agency, focusing on analyzing and writing term life insurance. 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 offers asset management, financial planning, consulting, and specialized services such as IPO participation guidance and ERISA fiduciary retirement plan services, using a model portfolio approach with ongoing portfolio management.

Christopher Leivermann is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Concourse Financial Group Securities, Park Avenue Securities, and Guardian Life Insurance. Outside of advising, he serves as an independent agent for life, disability, and long-term care insurance products. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach that includes model portfolios, ETFs, mutual funds, and alternative investments, with specialized offerings such as 1031 exchange consulting and ERISA fiduciary services.

Kristine Meyer is a financial advisor at Stiles Financial Services, Inc. with five years of industry experience. She holds the Series 65 designation and has worked at Stiles Financial Services since 2019, following thirteen years at Cornerstone Private Asset & Trust. Stiles Financial Services supports a range of clients including individuals, families, trusts, estates, charitable organizations, foundations, and corporations. The firm offers tailored financial planning and retirement plan consulting combined with portfolio management through a discretionary wrap-fee program, using an analytical investment approach focused on diversification, asset allocation, and risk management.

John Carraux is a CFA® and CIC credentialed financial advisor at Punch & Associates Investment Management, Inc. with 12 years of industry experience. He has been with Punch & Associates since 2004. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and various types of funds, managing approximately $2.09 billion in discretionary assets as of December 2024. The firm employs a multi-cap investment approach focused on fundamental research and behavioral analysis, offering customized discretionary portfolio management and Wealth Advisory services.

Bradford Aylin is a CFP® professional with four years of industry experience, currently serving at Stiles Financial Services, Inc. He has worked previously at Secured Retirement Advisors, LLC, and US Bank. Aylin also maintains an independent insurance agent role focused on accident and health and life insurance. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio management program that emphasizes diversification, asset allocation, and risk management.

Jared Lea is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding CFP® and Series 66 credentials and nine years of industry experience. He has been associated with both Strategic Wealth Group Registered Investment Advisors, LLC and LPL Financial LLC over the past decade. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, offers fiduciary advice, and integrates broker-dealer and insurance activities within its operations.

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.

Bradley Barinsky is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Cahill Financial Advisors, Inc., having joined in 2024, following prior roles at OneDigital Investment Advisors LLC and Cambridge Investment Research Advisors. Barinsky also maintains an active law license in Minnesota and occasionally provides legal services on a limited basis outside of his advisory work. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney services into its advisory platform.

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.

John Stone is a financial advisor with Stiles Financial Services, Inc. in Edina, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at U.S. Bancorp, Bremer Bank, Ameriprise Financial Services, and American Enterprise Investment Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations by providing tailored financial planning and corporate retirement plan consulting. The firm offers portfolio management through its own wrap-fee program, emphasizing an analytical investment approach with diversification, asset allocation, risk management, and long-term strategies.

Brayden Kelly is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Birchwood Financial Partners, Inc., having previously worked at OSAIC, FSC Securities Corporation, and Ameriprise. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.

Susan Stiles is a CFP® and ChFC® with 33 years of industry experience. She is a principal at Stiles Financial Services, Inc., where she has worked since 2009. Prior to that, she held roles at Cambridge Investment Research Advisors and LaSalle St Securities LLC. She serves on the board of the Minnesota Spay and Neuter Assistance Program and is a director of the Edina Rotary Club Foundation. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with tailored financial planning and corporate retirement plan consulting. The firm offers portfolio management through a wrap-fee program and combines analytical investment strategies with comprehensive planning covering net worth, retirement, tax, and estate planning.

Jonathan Rienstra is a financial advisor with Strategic Wealth Group in Eden Prairie, MN. He holds a Series 66 designation and has 16 years of industry experience. He has served at Strategic Wealth Group and LPL Financial since 2016 and has operated as a sole proprietor since 2009. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies, employs third-party managers, and offers both fiduciary and non-discretionary retirement account advice, managing $1.54 billion in discretionary assets as of December 31, 2025.

Khalil Harris is a CFP® with five years of industry experience, currently serving at Punch & Associates Investment Management, Inc. since 2024. His prior experience includes roles at Thrivent Financial and Ameriprise, as well as various positions outside finance, including work in management and service industries. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis with an emphasis on bottom-up research and behavioral analysis.

Matthew Peterson is a financial advisor with Strategic Wealth Group, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at GREAT VALLEY ADVISOR GROUP, Salt Property & Casualty, and LPL Financial. In addition to his advisory work, he operates as a sole proprietor and has involvement in fixed life and disability insurance representation. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs both fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets without imposing account minimums.

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.