Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.

Curtis La Chappelle is a CFA® charterholder based in Edina, MN, affiliated with Vera Lake Capital, LLC. He holds a Series 63 license and has experience as the sole advisor at his independent firm. Vera Lake Capital, LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a broad range of investment strategies, including technical analysis, Modern Portfolio Theory, and access to alternative investments, allowing customized portfolios based on client goals and risk tolerances.

I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there? So, what's important to me: spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals. My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values. A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.

Curtis Purington is a financial advisor at Fiduciary Wealth in Bloomington, MN, holding Series 63 and Series 65 designations with 42 years of industry experience. He has worked at Safe Harbor Capital Management LLC since 2012. Fiduciary Wealth provides discretionary investment management and advisory services to individual clients seeking long-term growth with moderate to aggressive risk tolerance. The firm constructs concentrated, non-diversified portfolios primarily invested in exchange-traded equity securities, employing technical, quantitative, and cyclical analysis, with strategies that may include trading and option transactions.

Hello! I’m Laura Seymour, the founder of TorchLight Financial. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoy working with clients transitioning into retirement or already retired. I’ve been working in the financial planning industry since 2007 and founded TorchLight in 2011. I have worked with hundreds of clients over the last 15 years to navigate the path to retirement as well as general financial considerations. It is my goal to use clear language versus “financial terms” to help people understand concepts and considerations related to financial choices. By offering comprehensive advice as well as ongoing investment management, I can truly know you and become a trusted partner in your decisions and journey. I grew up on a dairy farm in rural Minnesota (near Willmar) with loving parents who may not have had a lot of money but really stressed personal responsibility and integrity. I value authentic, genuine relationships with people and am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. Shannon, my life partner, and I traveled to Ireland (he’s 100% Irish!) in March 2023. We have experienced Maui, Puerto Vallarta, and Turks & Caicos. Up next: Europe in the fall (2024) and a Tour de France trip in 2025. Leading a weekly women’s cycling group and logging as many miles on my Bianchi Infinito as possible is one of my favorite summertime activities in Minnesota.

John Tenley is a financial advisor at Summit Advisor Group with 19 years of industry experience. He holds the Series 66 designation and previously worked at SNS Financial Group, LLC for eight years. Summit Advisor Group provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, while incorporating fundamental analysis for specific exposures.

Lindy Venustus is a CFP® with 11 years of industry experience, currently operating through Create, LLC in Bloomington, MN. She has worked with firms including Origin Financial and LifePlan by LegalZoom, and also provides contract financial planning advice to clients of Origin Financial. Outside of advisory work, Ms. Venustus is an artist and author, participates in the Minnesota Watercolor Society, volunteers on the Minneapolis Quaker Friends Death and Dying Committee, and is active in Toastmasters. Create, LLC serves younger, well-compensated individuals and families, often with employer stock or career transition needs, offering fee-only comprehensive financial planning and portfolio management via the Betterment platform. The firm emphasizes long-term, passive, diversified investment strategies with a documented planning process and distinctive services such as group education workshops and family-governance planning.

Kevin Kruger is the sole advisor at Kruger Wealth Management, Inc. in Bloomington, MN, with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at his current firm since 2017, having previously been with SII Investments, Inc. from 2013 to 2017. In addition to his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products. Kruger Wealth Management serves individuals and small business owners by identifying investment objectives and referring clients to independent third-party advisory firms for asset management. The firm provides written financial plans and hosts no-fee public educational workshops, focusing on long-term investment strategies through a solicitor/referral model.

Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

Denise Alemayehu is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2009 and has worked in the financial services industry since 1991, including operating her own advisory firm. Cambridge Investment Research Advisors serves a diverse range of clients, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.

Anghel Stoian is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Efficient Market Investments, LLC, an independent advisory firm based in Apple Valley, MN. In addition to his advisory role, Stoian provides tax preparation services through an affiliated accounting practice. Efficient Market Investments serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a range of investment strategies, including the use of derivatives, and integrates tax preparation services as part of its offering.

Jeremy Graff is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been the principal advisor at Graff Financial LLC since 2010, based in Edina, MN. Graff Financial, LLC is a boutique advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides asset management and financial planning services, utilizing model asset-allocation portfolios primarily with no-load mutual funds and ETFs, and manages most assets on a non-discretionary basis to maintain a collaborative investment process.

Nancy Narusiewicz is a financial advisor with Minder Narusiewicz, Inc. in Mendota Heights, MN, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Osaic Wealth, Inc. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales through her firm. Minder Narusiewicz, Inc. provides investment advisory and financial planning services primarily to individual clients, including both non–high-net-worth and high-net-worth individuals. The firm operates on a non-discretionary basis using the VISION2020 Wealth Management Advisor Managed Portfolios platform and also offers tax preparation and consulting services.

Geetu Sharma is the Managing Member and Chief Investment Officer of 95 Impact Partners LLC and the principal advisor at AlphasFuture LLC. She holds a Series 65 designation and has seven years of industry experience, including prior roles at Pictet Asset Management. Ms. Sharma divides her time between these two firms, with approximately half dedicated to 95 Impact Partners. AlphasFuture LLC offers discretionary asset management and non-discretionary advisory services to individual clients and charitable organizations. The firm focuses on global listed equities with an impact-oriented investment strategy targeting themes such as Smart Energy and Materials, Health and Well-being, Food and Agriculture, and Urban Infrastructure and Smart Cities.

Spencer Kubo is the sole advisor at Kubo Financial Planning and Investments, LLC in Edina, MN, holding a Series 66 credential with 14 years of industry experience. His prior work includes roles at Bank of America N.A. and Merrill Lynch. Kubo Financial Planning and Investments offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations, and businesses, including ERISA-covered plans. The firm emphasizes goal- and risk-based, long-term portfolio construction using low-cost, diversified mutual funds and ETFs, combining fundamental and cyclical analysis with routine rebalancing.

Daniel Murphy is a financial advisor with Greater Good Financial LLC in Apple Valley, MN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Resources Investment Advisors, Inc. since 2013 and founded Greater Good Financial in 2021. Murphy also performs contract work for Great River Financial LLC. Greater Good Financial provides individualized investment management and comprehensive financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes asset allocation through a combination of strategic rebalancing, tactical tilts, and both passive and active investment vehicles, with options for socially responsible investing and customized portfolios.

David Kerwin is the sole advisor at Kerwin Asset Management, LLC in Edina, MN. He holds the CFA® designation along with Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with Kerwin Asset Management since 2008. Kerwin Asset Management provides fee-only investment supervisory services primarily to individuals, high-net-worth clients, and trusts, with a small number of charitable-organization clients. The firm uses modern portfolio theory and a proprietary optimization model to construct risk-based asset allocations, implementing portfolios mainly with passive ETFs and offering optional financial planning tools through a third-party platform.

Patrick Mulvehill is a financial advisor with Baztec Capital Management, LLC in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Baztec Capital Management, he worked at Baztec Capital LLC and Cornerstone Capital. Baztec Capital Management provides discretionary portfolio management and financial planning primarily to individual clients, family members, and charitable organizations. The firm sponsors and manages private investment funds and employs fundamental analysis and tailored asset-allocation models across a range of securities, including equities, bonds, and derivatives.