David Leonard Schmitz

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.

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.

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.

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 an investment advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked with Gradient Investments, LLC and Gradient Wealth Management, among other firms. Outside of advisory services, he is a licensed insurance agent. Sword and Shield Solutions is a single-advisor independent firm offering non-discretionary asset management and financial planning services. The firm employs client-approved strategies including fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for portions of client portfolios.