Thomas Barten is a financial advisor with United Advisors America and holds a Series 66 designation. He has 14 years of industry experience, including eight years at U.S. Bancorp Investments and five years at both United Advisors America and Alliance America. He is also a licensed insurance agent offering life, fixed annuity, health, and long-term care insurance products. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm uses a Modern Portfolio Theory approach, focusing on customized asset allocations with mutual funds, ETFs, and select exchange-traded products, including those investing in digital currencies.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Thomas Jensen is a Series 65 licensed advisor at Kusske Financial, Inc. with two years of industry experience. His work history includes positions at Southview Country Club, Petros Family Wealth, and Bethel University. Outside of his financial career, he has been involved with Wear Out the Net for seven years. Kusske Financial, Inc. is a small, state-registered advisory firm that provides personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on financial planning rather than discretionary portfolio management, offering services such as cash-flow and tax planning, retirement and estate reviews, and education-funding advice.

Maxwell Fox is a financial advisor with Scarecrow Advisors, LLC, holding a Series 65 designation and two years of industry experience. He also serves as a project manager for Scarecrow Trading, LLC, where he oversees marketing and data sourcing projects. Scarecrow Advisors, LLC provides discretionary investment supervisory services to individual and institutional clients, using a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to align portfolios with client goals and risk tolerances. The firm manages approximately $74 million in discretionary assets and employs a variety of trading strategies as appropriate.

Jack Garrison is a CFP® professional with four years of industry experience, currently serving as an advisor at Strategic Wealth Group. His background includes roles at The Advisory Realty Group and ongoing employment with Kwik Trip. He also works as an assistant coach at Chanhassen High School. Strategic Wealth Group serves individuals, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services. The firm integrates fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Samuel Broback is a financial advisor with Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and 65 licenses and four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked at Thrivent Advisor Network and Thrivent Financial from 2018 to 2025. He is also a licensed insurance agent, providing insurance sales and client service as part of his professional activities. Cedar Cove Wealth Partners manages approximately $455 million in assets, serving individual and institutional clients with discretionary investment management and financial planning. The firm uses a mix of active and passive strategies, tactical asset allocation, and alternative investments, and offers services including ongoing portfolio management, estate planning coordination, and client education through newsletters and workshops.

Matthew Arnold is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He has worked at Marks Group Wealth Management, Inc. since 2015 and was previously with LPL Financial, LLC. Matthew is based in Minnetonka, MN. Marks Group Wealth Management serves high-net-worth families, individuals, private foundations, endowments, non-profit boards, and corporate retirement plans. The firm offers financial planning, investment management, and wealth management services using multiple actively managed strategies and a combination of fundamental and technical analysis.

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 with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial and First Command Brokerage Services. He maintains a Minnesota life and health insurance license for service purposes without receiving commissions. Stevens Foster serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with financial planning and portfolio management, combining investment management with tax planning and advice on executive compensation and retirement plan integration. The firm employs an in-house investment team overseeing tax-aware, risk-managed portfolios and offers specialized tax preparation services alongside investment advice.

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 32 years of industry experience. He has previously worked at Concourse Financial Group Securities Inc and has been with Tradition Wealth Management since 2003. Outside of his advisory role, he serves on the boards of the Big T Foundation and the 1776 Owens Foundation, which provide grants to various charitable causes including support for military veterans, police officers, and firefighters. 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 with options for continuous management and customization, utilizing a range of investment vehicles and third-party managers, and maintains a monthly investment committee to review strategies including client participation in IPOs and alternative pooled investments.

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.