Sunrise Wealth Management, LLC

Nicholas Healy is a CFP® and CFA® with 23 years of industry experience. He is the principal of Sunrise Wealth Management, LLC, an independent advisory firm he has led since 2008, and also co-owns Healy & Associates, where he provides tax planning and preparation services for individuals and small businesses. His work includes a seasonal focus on tax matters during the first quarter of the year. Sunrise Wealth Management serves primarily individual clients with financial planning and investment management, employing a combination of fundamental and technical analysis across multiple asset classes. The firm manages portfolios on a discretionary basis with a long-term orientation and coordinates closely with clients' other professional advisors.

Samuel Blum is the sole advisor at Blum Capital Management, LLC, an independent firm based in Brainerd, MN. He holds the Series 66 designation and has 11 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Cetera Advisor Networks, as well as operating his own sole proprietorship. Blum is involved in the community as president of the Brainerd Blue Line Boosters and serves as an at-large board member for the Brainerd Amateur Hockey Foundation. Blum Capital Management serves individuals, including high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan services. The firm tailors portfolios and plans to client goals and risk tolerance using fundamental and technical analysis and offers pension consulting and participant education for retirement plans.