Harry Mark Purcel

My name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified in Blockchain and Digital Assets (CBDA), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc. With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them. I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love. Twin Cities Wealth Strategies, Inc. is a tax-focused comprehensive financial life planning firm that offers investment management, retirement planning, tax planning, prep, and filing, as well as estate plan construction, all under one roof. When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binge-watching Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin. I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

Kory advises high-net-worth retirees and pre-retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: reduce portfolio risks and minimize lifetime taxes paid. Unlike traditional advisors who separate investment management from tax planning, Kory integrates both into a unified retirement strategy. He understands that for affluent retirees, true success is measured by net after tax income and portfolio resilience across market cycles. Investment decisions are aligned with proactive tax planning to help clients keep more of what they earn while managing volatility. Kory specializes in retirement income planning, tax efficient portfolio design, and long term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox. New Generation Wealth Management provides financial planning and advisory services primarily to individual clients. The firm utilizes a single third-party manager for portfolio management, focusing on due diligence and client support rather than direct asset management or discretionary trading.

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.

Jeffrey Schuler is a CFP® professional affiliated with LPL Financial in Maple Grove, MN, with 34 years of industry experience. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. from 2005 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Arch Spencer is the sole advisor at Spencer Financial Advisors in Plymouth, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Spencer Financial Advisors since 1999. Spencer Financial Advisors offers portfolio management and investment advice primarily to individual and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term and short-term trading strategies, focusing on equities, mutual funds, fixed income, ETFs—including precious-metal sector ETFs—and may incorporate options and margin transactions within client portfolios.