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® and holds a Series 66 license with nine years of industry experience. He has worked at Punch & Associates Investment Management, Inc. since 2021 and previously spent three years at Ameriprise Financial. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a fundamentally driven, multi-cap, contrarian investment approach and manages portfolios on a discretionary, team-based basis while also serving as an adviser to private funds focused on micro-cap and nano-cap opportunities.

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

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.

Jordan Thorpe is a financial advisor at Compass Capital Management Inc with one year of industry experience. He holds a Series 65 designation and has previously worked at Gradients Investments and the University of Minnesota Duluth. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm manages approximately $2.54 billion in assets and employs a research-driven investment approach focused on mid-to-large-cap growth equities and intermediate-term fixed income.

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.

Tanner Steele is a financial advisor with Affiance Financial LLC in St. Louis Park, MN, holding a Series 66 designation and with six years of industry experience. He has been with Affiance Financial since 2019 and is also affiliated with Private Client Services. Affiance Financial advises individual clients, retirement plans, charitable organizations, and businesses, providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm uses a top-down macroeconomic and fundamental analysis approach to develop client-specific asset allocations and offers a range of model investment strategies and alternatives portfolios.

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.

Paul Kronlokken is a financial advisor with Palisade Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 17 years of experience at the firm since 2009. He is part of a six-advisor team at Palisade. Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA company retirement plans. The firm emphasizes long-term holdings in high-quality growth equities combined with conservative fixed-income strategies tailored to client needs and risk tolerance.

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 at E Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Protiviti, the University of St. Thomas, Ernst and Young, and Stonebridge Communities. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for about 224 clients. The firm provides discretionary portfolio management and financial planning to individuals, corporations, municipal entities, other advisers, and insurance companies, following a Modern Portfolio Theory approach with an emphasis on asset-class allocation, low turnover, and tax efficiency.

Kyle Moore is a CFP® professional with nine years of industry experience. He has worked at Quarry Hill Advisors since 2017 and was previously with Pitzl Financial from 2014 to 2017. He is based in Saint Paul, MN. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily uses a passive investment approach with index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Deanna Rens is a financial advisor at Petros Family Wealth, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $342 million in assets across more than 500 client relationships. The firm employs a tax-aware, risk-adjusted approach using both active and passive strategies and coordinates with other professionals to implement client recommendations.

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.

Jesse Karich is a financial advisor with Salus Financial Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes significant tenure with North Star Consultants Inc., CRI Securities, and Securian Financial Services Inc. prior to joining Salus Financial Advisors. Salus Financial Advisors is a five-advisor team serving approximately 365 clients with a focus on wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary approach, offering customized, primarily long-term investment strategies across a range of asset classes, and leverages institutional platform relationships to support client portfolios.