Peter Melsness is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Superior Financial, LLC since 2008. The firm provides fee-only financial planning and investment advisory services to individual and high-net-worth clients, emphasizing strategic asset allocation, broad diversification, and tax-efficient investments. Superior Financial manages approximately $112 million in discretionary assets and offers tailored planning solutions for higher-income clients with limited investable assets.

Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.

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.

Matthew Elliott is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Pulse Financial Planning, an independent firm he has led since 2019. Prior to founding Pulse Financial Planning, Elliott worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning serves individual and higher-net-worth clients, offering discretionary portfolio management and subscription-based financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, focusing on diversified asset-class funds and client-specific asset allocation.

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.

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.

Lauren Brown is a CFP® with 11 years of experience in financial advising. She is currently with Fiat Wealth Management and has previously worked at 360 Financial, LPL Financial, CONCOURSE FINANCIAL, and Transamerica Financial Advisors. Lauren has also operated Innovate Financial Inc. for ten years. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary oversight under ERISA when applicable.

Nathan Lovik is a CFP® professional with 13 years of experience in financial advising. He is currently with Strategic Asset Management LLC and has worked at several firms including First Citizens Bank and PEAK Brokerage Services. Outside of advising, he co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need, and serves on the committee of Exercisabilities, another nonprofit. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through portfolio management and financial planning. The firm operates a ten-advisor team, managing approximately $218 million in discretionary assets, and employs a multi-office approach with a mix of fundamental, quantitative, and technical analyses to guide its investment strategies.

Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.

Luke Kroeplin is a financial advisor at Fortress Financial Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bank, U.S. Bancorp Investments, First Alliance Credit Union, and Wells Fargo. Outside of his advisory role, Kroeplin is a Master Sergeant in the United States Air Force Reserves and a Fire Civil Service Commissioner in Rochester, MN. He is also a 19% owner of True North Athletics, a local batting cage franchise. Fortress Financial Group serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing wealth management, financial planning, and retirement-plan advice. The firm manages approximately $303.7 million on a discretionary basis and constructs customized portfolios primarily using diversified mutual funds and ETFs, employing both fundamental and technical analysis.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Jacob Hagen Erickson is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Fortress, he worked at Thrivent Investment Management Inc. and Premier Bank Minnesota. Erickson is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, offering customized, primarily long-term portfolios constructed using diversified mutual funds, ETFs, and other securities.

Adam Rainey is a CFP® with 11 years of industry experience, currently serving as an advisor at Star Capital Inc. in Rochester, MN. He has worked at Star Capital since 2016 and also holds a role with Strategic Asset Management beginning in 2024. Outside of his advisory duties, Rainey is involved in financial planning through Strategic Retirement Solutions and conducts insurance business under My Life Guys. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a variety of focused model portfolios and allocation strategies, including a performance-based options overlay strategy alongside traditional asset management accounts.

Daniel Langworthy is a financial advisor at Fortress Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 35 years of industry experience. He previously worked at LPL Financial for 21 years before joining Fortress Financial Group in 2021. Outside of his advisory role, Langworthy is a managing partner and partial owner of Langworthy Real Estate Group, LLC. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, offering customized, primarily long-term portfolios using diversified mutual funds, ETFs, individual securities, and independent managers.

Aidan Ryan is a financial advisor at Fortress Financial Group, LLC in Rochester, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Minnesota State University, Mankato, and as a State Farm Insurance Agent. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients and uses customized, primarily long-term portfolios with diversified mutual funds and ETFs, incorporating both fundamental and technical analysis.

Cody Schaefer is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fortress Financial Group, LLC, where he has worked since 2021. His prior experience includes roles at Mayo Clinic, Gabriel Christenson, and Northwestern Mutual. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Debra Pladsen is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including eight years at LPL Financial, LLC prior to joining Fortress Financial Group in 2021. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients and constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, and other securities, employing both fundamental and technical analysis.

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.

Jonathan Dobson is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Insight Advisory Group and Bankers Life entities. Outside of advisory work, he is an agent for health and life insurance as well as fixed and indexed annuities. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

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.