Lisa Michelle Skordahl

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Thomas Ottman is the sole advisor at Aquinas Capital Advisors LLC in Andover, MN, holding Series 63, 65, and 66 credentials with 44 years of industry experience. He previously operated as a sole proprietor from 1990 to 2019 before founding his current firm in 2016. Aquinas Capital Advisors provides non-discretionary investment management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services primarily to individuals and charitable organizations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, regular client education through seminars, and uses both fundamental and technical analysis in its recommendations.

I’m Carter Michaelson, CFP®, CSLP®, and the founder of illumiFI Wealth. I started this firm to help people cut through financial complexity and make confident, tax-smart decisions about their money. With a focus on financial planning, investments, and tax strategies, I work alongside clients to create a clear path toward financial freedom. At illumiFI Wealth, I believe financial advice should be independent, transparent, and values-driven. That’s why the firm is fee-only — no commissions, no hidden agendas. Our approach is also rooted in behavioral finance: helping clients overcome the biases and emotions that can get in the way of good decisions. My favorite moments are when a concept clicks — those “lightbulb” moments where clients feel clarity and confidence about their next steps. I launched illumiFI Wealth because I’ve seen firsthand how overwhelming money can feel — from student loans to charitable giving to retirement planning. My mission is to provide clarity, confidence, and purpose so clients can focus on what truly matters: living generously and pursuing the life they’re called to live.

Christine Thomas is a CFP® professional with eight years of industry experience. She is the founder of CMT Financial, LLC, where she has served since 2026, and has previously worked with True Vision MN LLC and Berger Financial Group. Outside of financial advising, she is involved in book publishing as president of My Book, LLC, which focuses on self-help topics, and also works as an independent consultant selling cleaning products. CMT Financial, operating as Ideal Life Advisory, is a fee-only fiduciary wealth management firm providing discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and estates. The firm emphasizes retirement, education, tax, risk-management, and estate planning with a consultative approach that customizes portfolios primarily using mutual funds and ETFs under discretionary authority.

Tiffany Brynteson Johnson is a financial advisor at FFP Wealth Management, LLC with 12 years of industry experience. She has been with FFP Wealth Management in various capacities since 2006. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management using a strategic asset allocation and core-and-satellite approach focused primarily on income and secondarily on growth.

Nathan Bartell is a financial advisor at FFP Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining FFP Wealth Management, he worked for the City of Farmington and was a full-time student for nine years. FFP Wealth Management is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation and core-and-satellite approach focused primarily on income, investing mainly in no-load mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.