Anthony Gray is a financial advisor with Empirical Asset Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Empirical Asset Management provides discretionary investment management to a diverse range of clients, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

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.

Jared Konen is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Cherry Tree Wealth Management, LLC since 2022 and previously held roles at LPL Financial, Bernicke Wealth Management, and the City of Cambridge. Cherry Tree Wealth Management, LLC is a team-based SEC-registered advisory firm managing approximately $593 million for a diverse client base including individuals, pension plans, estates, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy focused on asset allocation and utilizes predominantly passively managed institutional-class mutual funds and ETFs.

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.

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.

Matthew Hiller is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans by providing investment advisory and portfolio management. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

William Riviere III is a financial advisor at Fiat Wealth Management in Wayzata, MN, holding a Series 65 designation. He began his advisory career in 2025. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets, serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of planning services, including financial, pension consulting, and estate-planning access.

Thomas Sullivan is a financial advisor at Cordis Financial, LLC in Minneapolis, MN, holding a Series 63 designation with 12 years of industry experience. He previously operated his own practice, Thomas L. Sullivan Financial, from 1997 to 2024 before joining Cordis Financial in 2025. 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 five-advisor team manages approximately $318 million across about 284 client relationships, focusing on customized portfolios primarily using mutual funds, ETFs, and third-party 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 31 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 21 years and has been with Tradition Wealth Management since 2003. Outside of advising, he serves on nonprofit boards, including the Big T Foundation and the 1776 Owens Foundation, which support charitable causes and grants for veterans, police officers, and firefighters. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach including model portfolios, ETFs, mutual funds, and alternative investments, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Jill Smith is a CFP® with 12 years of industry experience and is currently affiliated with Vantage Point Wealth Management. Her prior work includes roles at LPL Financial LLC, Sagepoint Financial, and Foresters Financial Services. Jill is also a Notary Public. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a range of investment approaches, leveraging both in-house advice and third-party managers, and offers fiduciary services including ERISA 3(21) plan management and participant education.

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.

Bradly Gotto is a financial advisor at Fiat Wealth Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked with several firms, including American Financial and Capital Asset Advisory Services. In addition to his advisory role, he is involved in insurance sales through Fiat Insurance Services, LLC. Fiat Wealth Management is an SEC-registered firm managing approximately $517 million in assets and serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, employing model portfolios and tax-sensitive tools alongside a range of investment products.

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. He holds Series 65 and Series 63 licenses and has been with Palisade since 2009. Palisade Asset Management provides investment management and financial planning services primarily for high-net-worth individuals, as well as nonprofit organizations, corporations, and ERISA retirement plans. The firm’s approach focuses on long-term holdings in high-quality growth equities and conservative fixed-income management tailored to client needs.

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 with E Wealth Partners in Minnetonka, MN, holding a Series 65 designation and one year of industry experience. Before joining E Wealth Partners, he worked at Protiviti for five years and held positions at the University of St. Thomas, Ernst and Young, Stonebridge Communities, and Brooks Brothers. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for around 224 clients. The firm serves individuals, including high-net-worth clients, as well as corporations and public entities, employing a Modern Portfolio Theory approach focused on diversified, low-cost portfolios with attention to asset allocation, tax efficiency, and regular portfolio reviews.