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.

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.

Ryan King is a financial advisor at RGA Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pine Bluffs Capital Management and Harris Williams. Outside of his advisory role, he is a principal in a small multifamily rental real estate investment LLC. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a growth-at-a-reasonable-price (GARP) approach through a multi-disciplinary process and manages both separately managed accounts and private pooled funds with flexible, opportunistic mandates.

William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and access to sub-advisors and third-party managers.

Mark Trumble is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Process Design Capital Management since 2017 and previously spent 16 years at Emergent Financial Group Inc. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at the University of Wisconsin Eau Claire and Schaeffer Academy. Lifetime Wealth Management provides financial planning and investment management services primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Michael Black is a financial advisor at Ataraxis Financial, LLC in Rochester, MN, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ataraxis Financial since 2010, including a brief period at Waddell & Reed and various insurance carriers. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management. The firm manages approximately $42 million in client assets using a non-discretionary approach and emphasizes strategic allocation between equities and bonds, typically recommending exchange-traded funds and investment-grade bonds.

Dayton Miller is a Series 65-licensed financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at Metro Net and Infinity Solar and attended the University of Wisconsin Eau Claire. Outside of advising, he manages rental properties as an owner and CEO. Lifetime Wealth Management provides financial planning and investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification across various service levels.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Ryan Backus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Rochester, MN, holding a Series 66 designation with 12 years of industry experience. He has been with LaSalle St. Investment Advisors and affiliated entities since 2013. His other business activities include involvement with fixed insurance through LaSalle St. Investment Advisors. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across multiple asset classes and emphasizes non-discretionary management, offering access to third-party managers and co-advisor arrangements.

Eric Alleckson is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Choreo, LLC since 2022 and previously worked for RSM US Wealth Management LLC for 15 years. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Graham Fisher is a financial advisor at Choreo, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Choreo, he worked at RSM US LLP from 2021 to 2024. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Terry Nelson is a CFP® and ChFC® with 45 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2010 and also maintains a long-term association with Olmsted Financial Group dating back to 1991. In addition to his advisory roles, he is a partner of CTG LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process with continuous account monitoring and discretionary trading authority, providing both customized portfolios and access to third-party money managers.

Christopher Klein is a financial advisor with The Fiduciary Alliance in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at LifePlan Financial, LLC and IBM, as well as operating aviation-related businesses and volunteering on website design for educational materials. Outside of finance, he works as a professional and contractor pilot through FlexJet, LLC and Klein Aviation Services, LLC. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach that includes fundamental and technical analyses and offers access to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Nicholas Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. His prior work includes roles at Regal Investment Advisors, Western States Bank, and Pantheryx. In addition to his advisory work, he is a licensed life insurance agent for Midland National Life Insurance Company. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation and quantitative analysis, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Kari Brown is a financial advisor at Geneos Wealth Management, Inc. in Rochester, MN, with 26 years of industry experience. She holds a Series 66 designation and has worked with Geneos Wealth Management since 2004. In addition to her advisory role, she is a registered assistant for Inspired Retirement Planning and is a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

William Blackburn is a financial advisor at Alphastar Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Principal Securities, Wells Fargo Clearing Services, and Cardinal Advisors. His background also includes roles outside finance, such as positions at Tupelo Honey Cafe and various country clubs. Alphastar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other entities, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs both model and custom investment strategies based on strategic asset allocation and quantitative analysis.

Thomas Kunkel is a financial advisor at Virtue Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2018. Prior to that, he was associated with Horter Investment Management, Cornerstone Financial Advisors, and Capital Financial Services. Kunkel is also the president of Cornerstone Financial Advisors, LLC, where he is involved in insurance and annuity sales. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing model-driven strategies that emphasize economic data and due diligence on recommended solutions.