Maxwel Fagan is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Catalyst Financial Group. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Michael Silva Jr. is a CFP® professional with five years of industry experience, currently serving as an advisor at Global Wealth Strategies and Associates, LLC. He previously worked with Northwestern Mutual and has been involved with iFly both as an employee and flight instructor. Outside of his advisory role, Silva is the owner of Lazyman LLC, a company coaching students in indoor skydiving. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, and retirement plans. The firm employs a top-down, macro-environmental approach with tactical asset allocation and serves approximately 921 clients with a range of strategies including direct indexing and tax-loss harvesting.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.

Charles Kelley is a Series 65-licensed financial advisor at Compass Capital Management Inc in Minneapolis, MN, with 21 years of industry experience. He has been with Compass Capital Management since 1988. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients as well as individual and high-net-worth investors. The firm employs a fundamental research and valuation-based investment approach, managing approximately $2.54 billion in client assets.

Jonathan Scharlau is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Silveroak Wealth Management LLC since 2008. Silveroak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related support, emphasizing individualized investment policies and ongoing portfolio supervision.

Elizabeth Kindseth is a CFP® with 11 years of industry experience, currently serving at The Advocate Group, LLC since 2014. She holds a 5% ownership stake in TAG Financial Services Inc., an insurance agency affiliated with The Advocate Group, though she does not have a management role or receive compensation from the firm. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities. The firm manages over $800 million in assets and integrates comprehensive financial planning with risk-aligned asset allocation and liquidity management, emphasizing concentrated-wealth management and equity-transition strategies for clients with concentrated employer securities.

Sean Ohagan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC since 2014. He holds a Series 63 license and has worked within affiliated firms since 2011. Outside of his advisory role, he is also engaged in insurance sales as a licensed insurance agent. The Advocate Group provides financial planning and investment management to individuals, high net worth clients, pension and retirement plans, trusts, and business entities, including senior officers of large companies. The firm manages over $800 million in client assets, focusing on comprehensive financial plans that align risk with client objectives and integrating concentrated-wealth management and equity-concentration strategies.

Rishi Biswas is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds the Series 65 designation and previously worked at Varde Partners for 11 years before serving as an independent contractor. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual high-net-worth investors. The firm’s investment approach is based on fundamental research and valuation disciplines, managing a core equity portfolio alongside fixed income strategies and selective external fund managers.

James Hannack is a financial advisor with Punch & Associates Investment Management, Inc., holding a Series 65 credential and two years of industry experience. He has worked at Punch & Associates since 2021 and previously at Great Western Bank from 2018 to 2021. Punch & Associates serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap, fundamental research-driven investment approach across various equity strategies and combines private fund management with customized portfolio and wealth advisory services.

Yat Sing Wong is a financial advisor at Running Oak Capital LLC with four years of industry experience and holds a Series 65 designation. Prior to his current role, he has worked in various positions including contractor roles as an interpreter for Radio Free Asia and a brand ambassador for ITA Promotions. Running Oak Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients. The firm employs an equity-focused investment approach combining fundamental and quantitative analysis and serves as investment adviser to the Running Oak Efficient Growth ETF.

Brian Adamek is a CFP® with 17 years of industry experience, currently serving as a financial professional at E Wealth Partners in Minnetonka, MN. His background includes roles at Cetera Advisor Networks and Advisornet Financial Inc. Outside of advising, he manages SBI Tax & Financial Services, a tax and accounting business. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing over $200 million for individuals, corporations, municipal entities, and other advisers. The firm applies a Modern Portfolio Theory investment approach, emphasizing diversified, low-cost portfolios with a focus on asset allocation, tax efficiency, and regular portfolio reviews.

Robert Shepard is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Capital Management Associates, Inc. since 1999 and also with Capital Management Securities, Inc. since 1990. Shepard is also licensed as an insurance agent, dedicating limited time to researching and implementing insurance coverage. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, a manager-of-managers program, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis with asset allocation, applying both long- and short-term strategies aligned with client objectives and tax considerations.

Jeffrey Ohe is a CFP®-certified financial advisor at Cahill Financial Advisors, Inc. in Edina, MN, with 30 years of industry experience. He has been with Cahill Financial Advisors since 2011. Outside of his advisory role, he is a member-owner of Cahill Real Estate Holdings, LLC, an entity established to purchase and manage an office building for the firm. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise into its advisory platform.

Jose Cabrera is a financial advisor at Dougherty Wealth Advisers LLC with four years of industry experience. He holds a Series 65 designation and has worked at Dougherty Wealth Advisers since 2018. Prior to that, he was employed by 3M and also spent time at St. John’s University. Outside of his advisory role, he serves as Finance Director for The Cause International, LLC, a clothing company focused on team uniforms and streetwear. Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts, estates, charitable organizations, and high net worth clients. The firm uses asset allocation models informed by market data and client objectives to construct portfolios typically using mutual funds and ETFs, along with other investment vehicles, while offering ongoing monitoring and comprehensive financial planning services.

Aimee Bauman is a CFP® and ChFC® with seven years of experience at Caissa Wealth Strategies in Bloomington, MN, and 20 years prior at Wells Fargo Bank. She is part of a five-advisor team at Caissa Wealth Strategies. Caissa Wealth Strategies serves individual and high-net-worth clients, as well as certain profit and pension plans, managing about $297 million across roughly 153 client relationships. The firm uses a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios and offers financial planning, discretionary and non-discretionary portfolio management, and access to private and alternative investments for qualified clients.

Michelle Damon is a CFP® professional with 40 years of industry experience, currently serving at Cahill Financial Advisors, Inc. since 2018. She previously worked for 11 years at Feltl and Company. Damon is also a director and general board member of Camp Amnicon, a nonprofit wilderness camp for families and youth. Cahill Financial Advisors provides investment advisory, financial planning, and ERISA retirement plan consulting services to individuals, trusts, businesses, foundations, and charitable organizations. The firm develops investment policies based on client objectives and risk tolerance, implementing portfolios across a range of asset classes including mutual funds, ETFs, stocks, bonds, and select sub-advised strategies.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with seven years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Boyum Wealth Architects in 2025, he worked for Principal Securities and Principal Life Insurance from 2017 to 2025, and also spent two years with the Florida Department of Corrections. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis tailored to each client’s risk tolerance, time horizon, and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Hunter Schwimmer is a financial advisor at Affiance Financial LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience working at Deer Run Golf Course. Affiance Financial serves individual clients, including high-net-worth individuals, and sponsors of employer-sponsored retirement plans by offering investment management, financial planning, and ERISA-focused retirement plan services. The firm employs a macroeconomic framework combined with fundamental analysis to develop client-specific asset allocations and utilizes a blend of passive and active investment strategies.

Linnea Akesson is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Carlson Funds Enterprise and the Carlson School of Management. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management alongside Wealth Advisory services tailored to client objectives.