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.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

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.

Joseph Hankinson is a financial advisor at Tradition Wealth Management LLC in Edina, MN. He holds a Series 65 designation and began his advisory role in 2025. Prior to joining Tradition Wealth Management, he worked at Echo Global Logistics and Octagon and has experience from his academic background at the University of New Hampshire. Tradition Wealth Management serves individuals, employer-sponsored retirement plans, and charitable organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a diverse investment approach, including model portfolios and third-party manager programs, and offers specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Robert Cooper is a CFP®-certified financial advisor with 21 years of experience at Capital Management Associates Inc in Faribault, MN. He holds a Series 66 license and is also a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Cooper has been with Capital Management Associates and its affiliated broker-dealer since 2005. 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 employs a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management as well as a manager-of-managers program.

Thomas Hawley is a financial advisor at Bearing Point Capital with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bearing Point Capital in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. Bearing Point Capital offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific approach using fundamental and technical analysis to construct customized portfolios 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 at Capital Management Associates Inc in Minneapolis, MN, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Management Associates since 1999, also working with Capital Management Securities since 1990. Outside of advisory work, he is involved in researching and implementing insurance coverage. Capital Management Associates provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers a manager-of-managers program along with individual portfolio management.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at Principal Securities and Principal Life Insurance for eight years and has a background that includes service with the Florida Department of Corrections. Boyum Wealth Architects provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension 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, tailoring allocations to client risk tolerance 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 29 years of industry experience. She has worked at Capital Management Associates Inc and its affiliated broker-dealer since 2016 and previously spent 28 years with First Advisors. Capital Management Associates, Inc. serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers investment supervisory services, portfolio management, a manager-of-managers program, and financial planning, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies tailored to client objectives.

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.

Melissa Glennie is a financial advisor with Capital Management Associates Inc in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Glennie has been with Capital Management Associates and its affiliated broker-dealer since 1998. 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 employs a range of investment strategies, including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and utilizes third-party asset managers within its Managed Accounts Program.

Matthew Serrano is a CFP® professional with seven years of industry experience, currently affiliated with Capital Management Associates Inc. His prior experience includes roles at RBC Capital Markets and Merrill. He volunteers as a financial coach for young adults and recent widows. Capital Management Associates, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a blended investment approach combining fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary portfolio management across a broad range of securities.