Anna Lucas

Lauri Salverda is a CFP® with 11 years of industry experience and is the sole advisor at Castle Rock Financial Planning, Inc. She has been associated with Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management services to individuals, high-net-worth clients, trusts, and estates, offering a range of planning services and portfolio management under a fee-only fiduciary model. The firm uses multiple investment analysis methods and third-party research while maintaining policies such as not selling commissioned products or accepting referral fees.

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Aimee Hatlestad is a CFP® with 12 years of industry experience, currently leading The Hatlestad Group since 2018. Prior to founding her firm, she worked at Bond & Devick Wealth Partners and BGM Wealth Management. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and fiduciary entities. The firm customizes portfolios using a range of analytical methods and offers services on both discretionary and non-discretionary bases.