Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bradley Hesselberg is the principal advisor at Sword and Shield Solutions LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Gradient Investments, LLC and Gradient Wealth Management. Outside of advisory work, he is a licensed insurance agent. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, primarily serving a single client. The firm employs client-approved investment strategies involving fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for client portfolios.

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.

Scott Langguth is a financial advisor with Strategic Finance & Management, LLC in Prior Lake, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including a prior role at SPC. Outside of his advisory work, he assists with tax preparation for family members. Strategic Finance & Management, LLC is a small independent advisory firm serving individuals and various institutional clients. The firm offers investment management, financial planning, consulting, and estate management, using a mix of analytical approaches to portfolio construction and providing educational seminars.

Curtis Purington is the sole advisor at Fiduciary Wealth in Bloomington, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. His prior roles include positions at Safe Harbor Capital Management, Oppenheimer, and Wells Fargo Investments. Fiduciary Wealth provides discretionary investment management primarily to individual clients with moderate to aggressive risk tolerances and long-term investment horizons. The firm emphasizes concentrated, non-diversified equity portfolios using a combination of technical, cyclical, quantitative, and fundamental analysis, along with option strategies, under discretionary authority.

Lee (Leroy) Wenzel is the sole advisor at Wenzel Analytics, Inc., an independent firm based in Eden Prairie, MN. He holds a Series 65 designation and has seven years of industry experience, while leading Wenzel Analytics since 2001. The firm is notable for publicly disclosing full performance results and conducting educational outreach, including hosting a monthly Investment Insights discussion group at a senior center. Wenzel Analytics serves individual households through discretionary portfolio management across various account types, emphasizing continual evaluation and active trading with a limited set of ETFs. Client communication focuses on quarterly reporting and ongoing contact, with financial planning provided incidentally.

John Tenley is a financial advisor at Summit Advisor Group with 20 years of industry experience. He holds a Series 66 designation and has worked previously at SNS Financial Group, LLC and Ameriprise. Summit Advisor Group is an independent firm providing discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm focuses on passive portfolio construction using low-cost index mutual funds and ETFs in accordance with client-specific investment policy statements, and it offers a subscription-style planning service with written plans and annual reviews.

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.

My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring

Richard Miller is a CFP® and PFS™ credentialed financial advisor with 18 years at Compass Private Wealth Consulting, LLC and over 26 years of experience including his tenure at RSM McGladrey, Inc. He maintains an active CPA practice focused on individual tax return preparation during tax season. Compass Private Wealth Consulting is an independent, fee-only firm managing approximately $18.2 million for about 35 clients. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and charitable organizations, using mutual funds, ETFs, and individual equities with both fundamental and technical analysis.

I didn't stumble into financial planning. I was drawn to it by a small inheritance, a paperboy route, and a widow who needed help balancing her checkbook. After two decades across multiple firms — seeing the conflicts, the minimums, the overlooked clients — I knew there was a better way. So, I built it. I started Your Path because I believe every generation deserves access to real, honest, planning-first financial guidance — not just those who already have wealth. Your Path exists because I believe planning should come first, not products. Because the best advice is given by someone who is legally and ethically on your side.

Anghel Stoian is a CFP®-credentialed financial advisor with eight years of industry experience. He is the sole advisor at Efficient Market Investments, LLC in Apple Valley, MN, where he has worked since 2011. In addition to advisory services, he also provides tax preparation services through the firm. Efficient Market Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and charting analysis to tailor discretionary asset management strategies and employs derivatives and option-writing techniques in client portfolios.

John Urbanski is a financial advisor at Fortress Investment Services, Ltd with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fortress since 1998. Fortress Investment Services, Ltd. provides investment advisory services focused on mutual fund selection and strategic allocation for individuals, businesses, trusts, and nonprofits. The firm integrates investment management with income tax planning and preparation, utilizing a process that includes fundamental and technical analysis to guide fund purchases and sales.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Gregory Naylor Jr. is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been principal of Naylor Asset Management, LLC since 2015. Outside of his advisory role, he coaches youth soccer for the Minneapolis Parks and Recreation Board. Naylor Asset Management provides portfolio management, hourly financial planning, and sub-advisory services primarily to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis along with Modern Portfolio Theory, operating mainly on a non-discretionary basis for directly managed accounts while accepting discretionary authority as a sub-advisor.

Luis Reinking is a financial advisor at Reinking Financial Consulting in Eden Prairie, MN, holding Series 63 and Series 66 credentials with 10 years of industry experience. His prior experience includes a role at RBC Capital Markets. Reinking Financial Consulting provides discretionary investment management, retirement plan consulting, and written financial planning for individuals, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and fundamental analysis within a Modern Portfolio Theory framework, focusing on diversified, long-term positions primarily through passively managed mutual funds and ETFs, while incorporating daily oversight and periodic formal reviews.

Trevor Lastoka is a financial advisor with Provident Financial Group LLC in Bloomington, MN, holding the PFS™ and Series 66 designations and bringing 24 years of industry experience. He has worked at Provident Financial Group since 2019 and previously at Berthel Fisher & Company Financial Services, Inc. for 11 years. Outside of investment advising, he operates a CPA/tax practice through Gopher State Tax Services and an insurance brokerage offering life, long-term care, and disability insurance. He is also a co-author of a book, having waived compensation and royalties. Provident Financial Group LLC is a registered investment adviser providing discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, employing both fundamental and technical analysis along with risk-management strategies.

Stephen Galligan is a CFP® and Series 63–licensed advisor with eight years of industry experience. He has operated Galligan Financial Advisors in Eagan, MN since 1996 and also provides CPA tax planning and preparation on a seasonal basis. Galligan Financial Advisors serves individuals, families, and small business owners with fee-only investment advisory services integrated with tax planning, retirement and estate planning, and partnership-related advice. The firm combines fundamental, technical, and economic analysis to construct diversified portfolios and applies an active management approach with emphasis on risk controls and regular performance reporting.

Kelly Smith is a ChFC® and Series 63 credentialed financial advisor with 2 years of industry experience. He has worked at Smith & Associates Financial Services, LLC since 2024 and previously spent 30 years at Ameriprise Financial and IDS Life Insurance Company. In addition to his advisory role, Smith operates QuantVantagePro, an algorithmic research newsletter, and provides separate consulting services. Smith & Associates Financial Services advises individuals, families, trusts, retirement plan sponsors, and foundations, offering tailored financial consulting, planning, and separately managed account portfolio management. The firm also manages an affiliated private limited partnership utilizing an active, opportunistic trading strategy combined with risk-management metrics.