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.

John Zevnick is a financial advisor at Tealwood Asset Management in Minneapolis, MN, with 12 years of industry experience. He has been with Tealwood since 2010. Tealwood Asset Management provides discretionary investment management and advisory consulting to individuals, trusts, estates, corporations, charitable organizations, qualified retirement plans, and other registered investment advisers. The firm employs a valuation-oriented investment approach across equity and fixed-income strategies and uses a proprietary strategic risk management framework to adjust asset allocation at long-cycle inflection points.

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.

Rachel Nault is a financial advisor at Stonebridge Capital Advisors LLC with a Series 65 credential and seven years of industry experience. She previously worked at Nystrom & Associates for four years. Stonebridge Capital Advisors manages over $2.5 billion in client assets, serving high-net-worth individuals, families, trusts, endowments, foundations, pension plans, insurance companies, corporations, and other institutional clients. The firm focuses on customized investment strategies across diversified equity and fixed-income portfolios and coordinates broader advisory services including estate, tax, and retirement planning.

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 CFP® with five years of industry experience, currently serving at Punch & Associates Investment Management, Inc. since 2024. His prior experience includes roles at Thrivent Financial and Ameriprise, as well as various positions outside finance, including work in management and service industries. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients. The firm employs a multi-cap, fundamentally driven, and contrarian investment philosophy, managing portfolios on a discretionary, team-based basis with an emphasis on bottom-up research and behavioral analysis.

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.

Tedd Bradley is a financial advisor with Vantage Point Wealth Management in Plymouth, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at LPL Financial since 2007 and operating his own sole proprietorship since 1999. Outside of financial services, he is an instructor with White Glove Workshops and a consultant for Mr B's Bar-B-Q. Vantage Point Wealth Management provides investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm utilizes a combination of in-house advice, third-party managers, and multiple LPL Financial platforms, offering a range of discretionary and non-discretionary solutions with a focus on ongoing account monitoring and client engagement.

Alyssa Craggs is a financial advisor at Compass Capital Management Inc in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She has been with Compass Capital Management since 2018 and previously worked at Cottrell Law Firm, Simple Energy Testing, and Residential Science Resources. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients and individual investors. The firm manages approximately $2.54 billion in assets, employing fundamental research and valuation disciplines with a focus on mid-to-large-cap growth equities and laddered fixed income strategies.

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.

Bradley Klitzke is a financial advisor with Colliers Securities LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Colliers Securities since 2005. Outside of his advisory role, he is involved in farming in McLeod County, MN. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services. The firm operates both non-discretionary fee-based advisory programs and discretionary wrap programs managed by unaffiliated sub-advisers, utilizing third-party platforms and client profiling tools to support investment decisions.

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.

Jack Waletich is a CFP® and PFS™ credentialed advisor at Kure Advisory, LLC with two years of industry experience. Prior to joining Kure Advisory, he worked at Berger Financial Group and Captrust. He is also a licensed life insurance producer in Minnesota, spending limited time on insurance-related activities outside of business hours. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using a range of investment vehicles and coordinates with tax and estate specialists as part of its client service.

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.

Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. 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 manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.