Toby Hatlevig

Peter Melsness is a CFP® professional with 13 years of industry experience, serving as the sole advisor at Superior Financial, LLC since 2008. He holds Series 63 and Series 66 licenses and operates from Rochester, MN. Superior Financial, LLC provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $112 million for about 120 clients, offering a subscription planning product for higher-income clients with limited investable assets, and emphasizes strategic asset allocation, diversification, low-cost tax-aware investments, and periodic rebalancing.

Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

Matthew Elliott is a CFP® professional with 16 years of industry experience. He has worked at Pulse Financial Planning since 2019 and previously held roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning is an independent advisory firm based in Rochester, MN, serving individual and higher-net-worth clients with discretionary portfolio management and subscription-style financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class funds and client-specific investment policy statements.

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.