Jesse Eiynck is a CFP® professional with 26 years of experience in the financial services industry. He is the founder and principal of Bluprint Financial, LLC, an independent advisory firm based in Red Wing, MN, and has previously worked with Cambridge Investment Research Advisors. In addition to his advisory role, he is a limited partner in a technology company and conducts an insurance sales practice. Bluprint Financial serves individual investors and qualified retirement plan sponsors by providing comprehensive wealth management, including discretionary investment management, financial planning, insurance advice, and retirement plan consulting. The firm tailors its advice to clients’ goals, risk tolerance, and time horizon while coordinating with other professionals and accommodating client-imposed restrictions when appropriate.

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

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.

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 financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

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.

John Loquai is a financial advisor with Excel Financial, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Excel Financial since 2010. Excel Financial serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing fee-based investment management, financial planning, and retirement plan services. The firm uses client profiles and investment policy statements to develop investment programs, employing fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Brent Urbach is a Series 65-licensed financial advisor with 11 years of industry experience. He is affiliated with Excel Financial, LLC, where he has worked since 2015. His work history includes roles at Ascension Bay Investments, River City Assets, and BLU Products, among others. Outside of financial advising, he is involved with River City Car Wash and other business ventures. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by offering fee-based investment management, financial planning, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop personalized investment programs aligned with clients’ profiles and investment policies.

James Loquai is a CFP® professional with 18 years of experience, currently serving at Excel Financial, LLC since 2008. His prior experience includes five years at Deep Geo, Inc. He also operates as a sole proprietor insurance agent in Red Wing, MN. Excel Financial serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing fee-based investment management, financial planning, and retirement plan services tailored to client needs.

Collin Baska is a financial advisor with Excel Financial, LLC, holding a Series 65 designation and currently beginning his career in the industry. Prior to joining Excel Financial, he held roles outside the financial sector, including positions at River Valley Power & Sport and Plaas Incorporated. Excel Financial serves a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm offers fee-based investment management, financial planning, and retirement plan services, utilizing a range of investment approaches informed by fundamental, technical, and cyclical analyses.

Michael Spangler is a financial advisor at Excel Financial, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Optum from 2016 to 2021. Excel Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides fee-based investment management, financial planning, and retirement plan services, using client profiles and investment policy statements to develop tailored investment programs that incorporate fundamental, technical, and cyclical analysis.

Michael Pepin is a financial advisor at CX Institutional, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors, First Allied Advisory Services, and Edward Jones. In addition to his advisory role, he volunteers as an adult community education instructor on financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supported by third-party technology platforms for consolidated reporting and tax efficiency.

Christopher Swanson is a CFP® with 26 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked with Summit Investment Advisory Services, Inc. for nine years and LPL Financial for thirteen years. Outside of his financial advisory work, he is involved as an owner and strategic manager of SNS MGMT, LLC, which operates Dunn Bros. Coffee. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management services.

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 23 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2021. Outside of her advisory role, Ms. McDonough is involved with A-Z Handyman, Inc. in a recordkeeping capacity, owns Wealthfluence, LLC which provides consulting on Faith-Based and ESG investing, and serves on advisory boards for Talanton Impact Fund and the Eagle Strategic Advisory Board, focusing on impact investing and social causes. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm employs a multi-program investment approach with a focus on values-based strategies and operates both as an adviser to outside RIAs and a manager of private pooled investments.

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 with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Cetera in 2024, he spent 20 years at PNC. Wade also operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.