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.

Margaret Swanson is a CFP® professional at Modus Advisors, LLC with five years of industry experience. She has been with Modus Advisors since 2017. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers tailored portfolios that include stocks, bonds, ETFs, mutual funds, options, and other securities, and features a notable focus on risk disclosure and integration with Schwab advisory platforms.

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 financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Punch & Associates, Harris worked at Thrivent Financial and Ameriprise. His background also includes roles outside finance, such as teaching at Clemson University's Department of Management and working in various service and entrepreneurial positions. Punch & Associates Investment Management provides discretionary investment management and wealth advisory services to private and institutional clients. The firm employs a multi-cap, fundamentally driven, and contrarian investment approach, managing portfolios on a discretionary, team-based basis and serving a range of clients including high-net-worth individuals, foundations, pension plans, and government entities.

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.

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.