David Zumbusch

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Aslam Mukhtiar is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. He has worked at AlphaCopia Investments LLC since 2021 and previously spent eight years at U.S. Bank. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach using a variety of instruments and operates as an exempt commodity pool operator, managing an exempt hedge fund/private pooled vehicle for qualified clients.

Bryan Pattee is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. His prior roles include positions at US BANK and SIOL Wealth Advisors, LLC. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis and manages accounts on a discretionary basis, including the use of derivatives and alternative investment vehicles.

Joshua Grass is a CFA® charterholder with three years of industry experience. He currently works at Stapleton Asset Management, LLC and has prior experience with Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Securian Financial. Mr. Grass is also the President of AsteraWealth LLC, where he provides consulting services related to the defined contribution market. Stapleton Asset Management offers integrated wealth management to high-net-worth individuals and a select group of institutional clients. The firm employs a combination of active and passive investment strategies, quantitative and qualitative research, and may utilize alternative investments and sub-advisors to tailor portfolios.

Andrew Bowman is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group, LLC, Annandale School District, and Hoffman Construction. Outside of advising, he has served as an administrative assistant. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside fixed-fee financial consulting services.