Jann Mauri is a financial advisor at Stevens Foster Financial Advisors in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. Mauri has been with Stevens Foster Financial Advisors since 2013. Mauri maintains a Minnesota insurance license for service purposes only and does not receive commissions. Stevens Foster Financial Advisors serves high-net-worth individuals, corporate officers, small business owners, family trusts, and foundations with comprehensive financial planning and portfolio management. The firm integrates investment management with tax planning and advises clients on executive compensation and retirement plan integration, utilizing an in-house investment team and tax professionals to offer customized, tax-aware strategies.

Christopher Sipe is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cedar Cove Wealth Partners in Bloomington, MN and has previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and THRIVENT FINANCIAL for Lutherans. Outside of his advisory role, he is also licensed as an insurance agent servicing client insurance needs. Cedar Cove Wealth Partners is an SEC-registered advisory firm managing approximately $455 million across a diverse client base that includes individuals, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing tactical asset allocation, fundamental and technical analysis, and ESG integration, while offering estate-planning coordination and securities-backed lending referrals.

Benjamin Johnson is a CFP® with 14 years of industry experience, currently serving as an advisor at Cedar Cove Wealth Partners. His prior roles include positions at Thrivent Investment Management and Purshe Kaplan Sterling Investments. He is also licensed as an insurance agent, providing clients with insurance services alongside his advisory work. Cedar Cove Wealth Partners manages approximately $455 million across more than 2,000 discretionary accounts, serving individual clients, high-net-worth households, trusts, retirement-plan participants, and institutional clients. The firm employs a blend of active and passive investment strategies, including relative strength, technical and fundamental analysis, and ESG integration, and offers estate-planning coordination and securities-backed lending referrals.

Ruth Langworthy is a financial advisor at Punch & Associates Investment Management, Inc. with six years of industry experience. She has worked at Punch & Associates since 2019 and previously at Hoogendoorn & Talbot, LLP. Langworthy holds a Series 65 designation. Punch & Associates serves private and institutional clients, including high-net-worth individuals, foundations, pension plans, government entities, and trusts. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management, Wealth Advisory services, and private fund management.

Joshua Englund is a financial advisor at Nepsis, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with Nepsis since 2015. Englund is also involved in insurance sales through Englund Enterprises, Inc., which he co-founded. 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 offers investment management primarily through a wrap-fee program and also markets research and educational products to other financial advisors.

Robert Lewis is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses with 30 years of industry experience. He was previously with BMO Harris Financial Advisors, Inc. for six years before joining Nepsis in 2018. Outside of his advisory role, Lewis receives residual insurance renewal commissions. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also provides research and educational products to other financial advisors, utilizing a wrap-fee investment approach with regular account reviews and reporting.

Robert Cooper is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Capital Management Associates and its affiliated broker-dealer Capital Management Securities since 2005. Outside of his advisory work, Cooper is a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Capital Management Associates, Inc. provides advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, a manager-of-managers program, and financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside asset allocation to manage a diverse range of securities.

Thomas Hawley is a financial advisor at Bearing360 Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Wells Fargo Investments. 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 range of securities and investment vehicles.

Maxwel Fagan is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Ameriprise Financial Services and Catalyst Financial Group. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of investment strategies and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.

Jonathan Scharlau is a CFP® and CFA® with 12 years of experience in financial advising. He has been with Silveroak Wealth Management LLC since 2008. 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 support, emphasizing individualized investment policies and ongoing portfolio supervision.

James Hannack is a financial advisor with Punch & Associates Investment Management, Inc., holding a Series 65 credential and two years of industry experience. He has worked at Punch & Associates since 2021 and previously at Great Western Bank from 2018 to 2021. Punch & Associates serves a diverse client base including high-net-worth individuals, foundations, pension plans, and government entities, managing over $2 billion in discretionary assets. The firm employs a multi-cap, fundamental research-driven investment approach across various equity strategies and combines private fund management with customized portfolio and wealth advisory services.

Robert Shepard is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Capital Management Associates, Inc. since 1999 and also with Capital Management Securities, Inc. since 1990. Shepard is also licensed as an insurance agent, dedicating limited time to researching and implementing insurance coverage. Capital Management Associates, Inc. provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, a manager-of-managers program, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis with asset allocation, applying both long- and short-term strategies aligned with client objectives and tax considerations.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with seven years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Boyum Wealth Architects in 2025, he worked for Principal Securities and Principal Life Insurance from 2017 to 2025, and also spent two years with the Florida Department of Corrections. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis tailored to each client’s risk tolerance, time horizon, and goals.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Linnea Akesson is a financial advisor at Punch & Associates Investment Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Carlson Funds Enterprise and the Carlson School of Management. Punch & Associates serves a diverse client base including high-net-worth individuals, institutions, and government entities. The firm employs a multi-cap investment approach focused on fundamental research and offers discretionary portfolio management alongside Wealth Advisory services tailored to client objectives.

Jesse Kuusisto is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Laurel Wealth Planning in Edina, MN. He has been with Laurel Wealth Planning since 2017 and previously worked at Augsburg College from 2013 to 2017. Laurel Wealth Planning is a fee-only advisory firm that serves individuals and various institutional clients, managing approximately $453.6 million across a six-advisor team. The firm employs a combination of fundamental and technical analysis to create individualized investment policies and utilizes a range of investment strategies, including equities, bonds, mutual funds, ETFs, and derivatives.

Jane Truckenbrod is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and spent nearly three decades at First Advisors prior to that. Capital Management Associates, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing investment supervisory services, portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset allocation, offering both discretionary and non-discretionary management across a broad range of securities.

Mark Walsingham is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Tradition Wealth Management since 2017 and previously at Concourse Financial Group Securities Inc. and Gradient Securities, LLC. 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 multi-strategy investment approach, including model portfolios, ETFs, and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tristan Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, holding a Series 65 designation. He has been with Tradition Wealth Management since 2025 and has prior experience at the City of Bryan and US Solar. 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 provides asset management, financial planning, and consulting services, typically using model portfolios with various investment vehicles and offering access to alternative strategies and IPO participation.