Kevin Max is a financial advisor at BlueStem Wealth Partners, LLC with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He serves as president of the Delano Senior Center Advisory Council and is also an advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a range of services including comprehensive financial plans, portfolio management, and assistance with external money managers.

Duncan Pederson is a financial advisor at Fiat Wealth Management with a Series 65 credential and seven years of industry experience. He previously worked at SilverOak Wealth Management and has held positions at several other firms since 2015. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, pension consulting, estate-planning access, and tax-related planning and analysis.

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.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Corestone Wealth Management LLC and Ausdal Financial Partners, Inc. He is also a regional sales manager at American Senior Benefits, where he trains and manages agents and participates in indexed annuities. Additionally, Orth serves as treasurer and vice president of the Lakeway Office Plaza Association, advising on reserve investments and auditing financial reports. Ascent Advisors provides ongoing portfolio management, financial planning, and specialized consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process and emphasizes fiduciary duties, regular portfolio monitoring, and integration of Delaware Statutory Trust advisory services.

Samantha Beavens is a financial advisor with Summit Investment Advisory Services in Roseville, MN. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Summit and LPL Financial in 2020, she worked at Northwestern Mutual Investment Management and also has experience outside finance in the hospitality industry. In addition to her advisory role, Ms. Beavens is 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 investment strategies. The firm offers both discretionary and non-discretionary account management and participates in multiple LPL Financial-sponsored advisory 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.

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.

Lisa Johnson is a financial advisor with Financial Perspectives in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2004. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations through a multi-team advisory model, managing roughly $1 billion in assets. The firm offers tailored portfolio management using both discretionary and non-discretionary approaches, third-party managers, and includes an affiliated accounting practice that provides separate tax preparation and accounting services.

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.

Benjamin Holm is a Certified Financial Planner® with 18 years of experience in financial advising. He is currently with Vantage Point Wealth Management and has held roles at VPWM Advisors LLC, Bighorn Wealth Management LLC, and LPL Financial, LLC. Holm also operates as a sole proprietor offering insurance product sales. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities with portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm combines fundamental and technical analysis with model-based and manager-access strategies, utilizing a range of LPL Financial-sponsored advisory programs.

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.

Daniel Molenaar is a financial advisor with Great Waters Financial, holding a Series 65 designation and five years of industry experience. He has worked at Great Waters Financial since 2018 and previously held roles at AdvisorNet Wealth Management, Punch & Associates, and the University of Minnesota Duluth. Outside of his advisory work, he serves as an assistant hockey coach for Eden Prairie Schools. Great Waters Financial serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 client relationships. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, utilizing fundamental and technical analysis and a broad range of investment vehicles.