Brett Michael Kasak

Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

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.

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.

James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

Bradley Hesselberg is the principal advisor at Sword and Shield Solutions LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Gradient Investments, LLC and Gradient Wealth Management. Outside of advisory work, he is a licensed insurance agent. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, primarily serving a single client. The firm employs client-approved investment strategies involving fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for client portfolios.

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.