Ryan Carlson is a financial advisor at Contego Capital Group, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Contego since 2016. Contego Capital Group is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, emphasizing asset allocation and security selection with regular account reviews.

Ross Gobel is a CFP® professional affiliated with BGM Wealth Management in Bloomington, MN. He has three years of industry experience, including roles at BGM Wealth Partners and Northwestern Mutual Investment Services LLC. BGM Wealth Partners is a team-based wealth management firm 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 staff with CFP and CPA/PFS credentials and formal affiliations that enhance access to trust administration and tax coordination.

Daniel Hedegard is a Certified Financial Planner™ (CFP®) at SilverOak Wealth Management LLC in Edina, MN, where he has worked since 2014. He is part of a seven-advisor team at the firm. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, pension consulting, and tax-related services, with an emphasis on individualized investment policy development and ongoing portfolio supervision.

Jessica Johnson is a Series 65-licensed advisor with Punch & Associates Investment Management, Inc. in Edina, MN, and has nine years of industry experience. She previously worked at Gray Plant Mooty Mooty & Bennett, P.A. for nine years. Johnson serves as a director of New Life Family Services, a crisis pregnancy center and adoption agency, and holds a volunteer leadership role with the related nonprofit organization. Punch & Associates provides discretionary investment management and wealth advisory services to a range of private and institutional clients, employing a multi-cap, fundamentally driven and contrarian investment approach. The firm manages portfolios on a team basis and offers specialized micro- and nano-cap strategies alongside its wealth advisory process.

Thomas Schmid is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Nepsis Advisor Services, Inc. from 2013 to 2015 and at Nepsis, Inc. from 2010 to 2013. 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 resources to other financial advisors and implements a wrap-fee investment approach with ongoing supervision and periodic portfolio re-optimization.

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Nicholas Thunker is a CFP® professional with 12 years of industry experience. He has been with Silveroak Wealth Management LLC since 2007. SilverOak Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other services, with a focus on individualized investment policies and ongoing portfolio supervision.

Douglas Dirks is a financial advisor at Bearing360 Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Wells Fargo Clearing, and Wells Fargo Bank. Bearing360 Wealth serves individuals, family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management. The firm employs a client-centered process that integrates comprehensive fact-finding and written financial plans, using a broad range of securities and investment strategies tailored to client needs.

Glenn Gullickson is a financial advisor at Contego Capital Group, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Merrill Lynch Investment Managers, Blackrock Investments, Federated Investment Counseling, and Copernicus, LLC, where he also oversees the development of mobile applications as the owner of a software company. Contego Capital Group primarily serves high-net-worth individuals, trusts, estates, small businesses, pooled investment vehicles, and charities. The firm offers discretionary asset management, sub-advisory services, and retirement-plan advisory roles, focusing on strategies that combine fundamental, technical, and cyclical analysis.

William Stevens is a financial advisor with Stevens Foster Financial Advisors in Bloomington, MN, holding the ChFC® and Series 63 designations. He has 26 years of industry experience and has been with Stevens Foster since 1998. Stevens also has a long tenure with Linsco/Private Ledger Corp. Outside of his advisory work, he serves as an unpaid board member of Penumbra Theatre and pursues a hobby of buying and selling old books. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations. The firm combines investment management with tax planning and preparation, advising clients on executive compensation and retirement plan integration, with a focus on customized, tax-aware portfolio management overseen by an internal investment committee.

Gregg Huberty is a CFP® with 13 years of industry experience, currently serving at Bearing360 Wealth in Bloomington, MN. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He acts as a co-trustee for a private trust in Prior Lake, Minnesota. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad array of securities and investment vehicles. The firm’s client-centered process includes comprehensive fact-finding, written financial plans, and the use of fundamental and technical analysis to align strategies with each client’s financial situation and goals.

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors. Outside of finance, Mc Pherson is a Flight Officer with United Airlines, a role he has held alongside his advisory career. DSG Capital Advisors manages approximately $780 million for high-net-worth clients, providing customized long-term investment portfolios, financial planning, and family office services.

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 30 years of industry experience. He holds the Series 66 designation and previously worked at HighTower Advisors, LLC and HighTower Securities, LLC from 2016 to 2024. He is involved as a co-trustee and investment advisor for several family trusts and serves as managing partner and advisor for a client family trust through Stone Arch LLC. DSG Capital Advisors, LLC manages approximately $780 million for high-net-worth individuals, families, trusts, estates, and businesses, typically with relationships starting at $5 million. The firm provides discretionary investment management, financial planning, retirement plan advisory, and family office services, employing a research approach that combines quantitative and qualitative analysis with ongoing client communication.

Gregory Trebil is a CFP® professional with 17 years of industry experience, currently serving as Director of Financial Planning and Investments at Tradition Wealth Management LLC. His prior experience includes roles at Morgan Stanley and Concourse Financial Group Securities Inc. Tradition Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, employer-sponsored plans, and charitable organizations. The firm offers a range of investment solutions including model portfolios, third-party manager programs, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Betty Albitz is a financial advisor at Contego Capital Group, Inc. with 41 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Contego Capital Group in 2026, she worked at LPL Financial and National Planning Corporation, and has operated her own business since 1998. She is also president and owner of BJAlbitz Tax Services, a tax preparation and accounting firm. 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, focusing on asset allocation and security selection using multiple analytical approaches.

David Paradise is a financial advisor at Nepsis, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC and BMO Harris Financial Advisors, Inc. He is also a notary in Richfield, MN. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm offers a wrap-fee investment management program and delivers research and educational products to other financial advisors.

Patrick Smith is a financial advisor at Bearing360 Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Wells Fargo Investments. Outside of his advisory role, Smith is involved in a musical group, Surreal McCoys, which recently produced a CD generating royalties. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities by providing personalized financial planning and discretionary investment management. The firm employs a client-centered process with comprehensive fact-finding and uses a broad range of securities and investment strategies tailored to each client’s financial situation and goals.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding a Series 66 credential and bringing 18 years of industry experience. He previously worked at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory role, he is a partner in family-owned rental properties and a commercial building enterprise. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies and offers both discretionary and non-discretionary portfolio management, as well as financial planning and a manager-of-managers program.

Jennifer Cords is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Cedar Cove Wealth Partners and has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. In addition to her advisory role, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across over 2,000 discretionary accounts. The firm serves individual clients, high-net-worth households, trusts, retirement-plan participants, and institutional clients using a blend of active and passive investment strategies, including tactical asset allocation and ESG integration.

Scott Foreman is a financial advisor at Capital Management Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Capital Management Securities, Ronin Advisory, and First Advisors. Foreman is also the secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a blend of fundamental, technical, and cyclical analysis across various securities and offers both discretionary and non-discretionary portfolio management alongside financial planning and a manager-of-managers program.