Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.

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.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

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 Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked with firms including Ascension Bay Investments, LLC and River City Assets. Outside of financial advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs a range of investment strategies tailored through documented Investment Policy Statements.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Excel Financial, he worked at Optum from 2016 to 2021. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management as well as financial planning and consulting. The firm employs investment strategies based on documented Investment Policy Statements and conducts quarterly account reviews.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

George Schopper is a financial advisor at Momentum Independent Network Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been with Momentum Independent Network since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates for municipal bond strategies and cash management features.

Christopher Swanson is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He has worked with Summit Investment Advisory Services, Inc. since 2016 and has been involved with SNS MGMT, LLC dba Dunn Bros. Coffee since 2007, where he oversees strategic management. Additionally, Swanson operates as a CPA through Swan Financial, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a wide range of advisory and brokerage services. The firm supports its advisors with in-house research and model portfolios, combining large-scale advisory operations with various non-advisory product offerings.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Rachel McDonough is a CFP® professional with 22 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. Prior to joining EverSource, she spent seven years with Ameriprise Financial Services, Inc. Ms. McDonough is involved in several advisory roles related to impact and values-based investing, including consulting through her firm Wealthfluence, LLC, and serving on advisory boards focused on impact measurement and social causes. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers a range of investment programs and values-based portfolio options informed by a Judeo-Christian framework, and it provides specialized services to other RIAs and nonstandard institutional clients.

James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jessica Barbey is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc., Wells Fargo Clearing, and Woodbury Financial Services, Inc. Outside of finance, she is involved in retail operations as a cashier at Devine Liquors, LLC in River Falls, WI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and third-party management of mutual funds and ETFs.

Morey Wade is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC for 20 years. In addition to his role at Cetera, he operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.