Tradition Wealth Management LLC

Ryan Haag is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. His career includes 20 years at Lincoln Financial Advisors and roles at Concourse Financial Group Securities Inc and Private Client Services. Haag also assists clients with fixed life insurance and life settlements through his separate financial 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 utilizes a variety of investment strategies and third-party managers, with specialized services including 1031 exchange consulting and ERISA fiduciary roles.

Jon Michelizzi is a CFP® with 31 years of experience in the financial services industry. He is currently with Tradition Wealth Management LLC, a team-based firm located in Edina, MN. His prior roles include positions at Voya Financial and Concourse Financial Group Securities Inc. Tradition Wealth Management is a multi-team SEC-registered investment adviser managing approximately $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, offering financial planning, portfolio management, third-party manager analysis, and specialized services such as 1031 exchange consulting.

Christine Sorensen is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding a Series 63 designation and 27 years of industry experience. She has been with Tradition Wealth Management since 2003 and previously worked at Concourse Financial Group Securities Inc for 21 years. Tradition Wealth Management is a multi-team SEC-registered investment adviser with approximately two dozen professionals managing around $2.3 billion in assets. The firm serves individual clients, employer retirement plans, and charitable organizations, providing financial planning, portfolio management, third-party manager analysis, and 1031 exchange consulting.

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.

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.

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.

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.

John Hause is a financial advisor with Tradition Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Tradition Wealth Management since 2003 and spent over two decades at Concourse Financial Group Securities Inc. Additionally, Hause is an owner and producer at TWM Insurance, an affiliated insurance agency. 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 diverse investment approach that includes model portfolios, ETFs, and alternative investments, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Jack Sowada is a financial advisor at Tradition Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and LPL Financial. Sowada is also a trustee of his own revocable trust. 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 offers a range of investment options and specialized services, including 1031 exchange consulting and ERISA fiduciary roles.

Cory Carlson is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Concourse Financial Group Securities and Proequities, Inc. He has also worked in private client services since 2025. 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 range of investment strategies including model portfolios, ETFs, and third-party managers, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Timothy Gunderson is a CFP® with 25 years of industry experience. He is currently with Tradition Wealth Management LLC and previously worked at Concourse Financial Group Securities Inc for 21 years. Outside of his advisory role, he owns and operates TWM Sports Management, which manages client assets unrelated to investment advisory services. 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 diverse investment approach including model portfolios and third-party managers, and it provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Tucker Schumacher is a financial advisor at Tradition Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Concourse Financial Group Securities Inc. Outside of his financial career, he has been a high school hockey coach in Lakeville, Minnesota, since 2021. Tradition Wealth Management serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and charitable organizations. The firm provides portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services, utilizing a comprehensive investment process that includes model portfolios, ETFs, individual securities, and alternative investments.

Eric Peyton is a financial advisor at Tradition Wealth Management LLC in Edina, MN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. He is also involved with Tradition Wealth Management Insurance Agency LLC as an insurance sales agent. 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 range of investment vehicles and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Jacob Taylor is a financial advisor with Tradition Wealth Management LLC in Edina, MN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Concourse Financial Group Securities. Outside of his advisory work, Taylor serves as the head hockey coach at Lakeville North High School and is involved in a health and wellness business focused on fitness events and apparel. 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 range of investment strategies, including model portfolios and third-party manager programs, and provides specialized services such as 1031 exchange consulting and ERISA fiduciary roles.

Julie Grey is a CFA® charterholder with over two decades of industry experience, currently serving as a financial advisor at Tradition Wealth Management LLC since 2023. Prior to joining Tradition, she worked at Columbia Threadneedle Investments for 24 years. She is also involved in her own advisory entity, Julie Grey Wealth Management LLC. Tradition Wealth Management serves individual clients, employer-sponsored retirement plans, and charitable organizations, offering portfolio management, financial planning, and specialized services such as 1031 exchange consulting and ERISA fiduciary roles. The firm employs a comprehensive investment process utilizing model portfolios, ETFs, mutual funds, and third-party manager programs.