Hillary Stubbe

Jesse Eiynck is a CFP® professional with 26 years of experience in the financial services industry. He is the founder and principal of Bluprint Financial, LLC, an independent advisory firm based in Red Wing, MN, and has previously worked with Cambridge Investment Research Advisors. In addition to his advisory role, he is a limited partner in a technology company and conducts an insurance sales practice. Bluprint Financial serves individual investors and qualified retirement plan sponsors by providing comprehensive wealth management, including discretionary investment management, financial planning, insurance advice, and retirement plan consulting. The firm tailors its advice to clients’ goals, risk tolerance, and time horizon while coordinating with other professionals and accommodating client-imposed restrictions when appropriate.

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.

Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.