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.

Wendy Peichel is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. She currently serves as a senior wealth planner at Strong Tower Advisory Services and Strong Tower Wealth Management in Minneapolis, MN. Her prior experience includes roles at DFPG Investments, Cetera Advisor Networks, and HD Vest Investment Services. Strong Tower Advisory Services serves individual clients, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs, stocks, bonds, mutual funds, and options to implement customized or model-based investment strategies with ongoing monitoring and risk management.

Kristin Baker is a CFP® professional with three years of industry experience. She currently works at Cordis Financial, LLC, having previously held roles at Pine Grove Financial Group, White Oaks Wealth Advisors, and Wells Fargo Bank. Cordis Financial serves individual clients, including high net worth individuals, as well as pension plans and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting with participant education. The firm manages approximately $318 million across roughly 284 client relationships, using customized portfolios based on mutual funds, ETFs, and third-party model portfolios.

Katherine Then is a Series 65 credentialed advisor with six years of industry experience. She has been with Laurel Wealth Planning since 2021 and previously worked at Stevens Foster Financial Advisors from 2004 to 2021. Laurel Wealth Planning serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing wealth management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis, quantitative modeling, and an Investment Committee to guide strategy, including the use of derivatives and option-writing strategies in separately managed accounts.

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.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Jane Mckinley is a CFP® and ChFC® with 18 years of industry experience. She is currently an advisor at Quarry Hill Advisors and also maintains a role at Gray Duck Tax and Consulting Solutions LLC. Her prior experience includes 11 years at Ameriprise Financial Services, Inc., and four years with Wealth Enhancement Group and related entities. 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 diversified portfolios built from index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Emily Dolan is a financial advisor at Parr McKnight Wealth Management Group with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Neuberger Berman BD LLC. Parr McKnight Wealth Management Group provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm manages approximately $1.07 billion for about 441 clients, using a customized financial plan to guide portfolio construction with a primarily long-term investment approach.

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.

Todd Stueve is a financial advisor with Still Water Wealth, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at Gambit Capital Management, Erickson PHAE, and SNS Financial Group. He is also employed as a general manager and controller at Erickson Plumbing, Heating & Electrical, an electrical and HVAC contractor. Still Water Wealth serves individual and high-net-worth clients through discretionary investment management, employee benefit plan consulting, and retirement-plan advice. The firm employs a range of investment strategies including ETFs, individual securities, derivatives, and options, and it integrates financial planning, tax preparation, and outsourced CIO services into its offerings.

William Dove Jr. is a CFA® charterholder and holds a Series 66 license, with one year of experience at 1834 Investment Advisors Co. He has previously worked at Old National Bank, PNC Bank, Waycrosse Inc., and Wells Fargo, accumulating extensive industry experience since 2004. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

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.

Samantha Beavens is an investment advisor representative with Summit Investment Advisory Services and a registered representative with LPL Financial. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Summit and LPL, she worked at Northwestern Mutual Investment Management and in the hospitality industry. She is also a licensed insurance agent. Summit Investment Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, utilizing a range of analytical approaches and offering both discretionary and non-discretionary account management through proprietary and LPL-sponsored programs.

Daniel Aronson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Epiq Partners, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Minneapolis, MN. Epiq Partners, LLC is a state-registered investment adviser that provides investment consulting and portfolio management to individuals, families, and related entities, including trusts and charitable organizations. The firm employs proprietary, concentrated investment models combined with tactical use of derivatives and private investments, managed by a four-advisor team overseeing approximately $287 million in discretionary assets.

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.

Joseph Sessions is a Certified Financial Planner® (CFP®) at The Planning Center, Inc. in St. Louis Park, MN, with 12 years of industry experience. He has been with The Planning Center since 2014. The Planning Center, Inc. is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a multi-meeting planning process and manages accounts primarily on a discretionary basis with mutual funds, ETFs, model portfolios, and third-party separately managed accounts, also incorporating proprietary software and AI tools under human oversight.