The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, with 43 years of industry experience. He founded the firm in 2001 and holds a Series 63 designation. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School District #277 school board. Harrison Capital Management provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using stocks, bonds, ETFs, and no-load mutual funds based on clients’ objectives, time horizons, and risk tolerances, and manages approximately $32.2 million across about 27 relationships.

Judd Axelson is the principal of Paratus Wealth Management, LLC, an independent registered investment adviser based in Long Lake, MN. He holds a Series 65 designation and has 18 years of industry experience. Axelson also owns Axelson & Associates LLC, a consulting and recruiting business unrelated to investment management. Paratus Wealth Management serves individuals and high-net-worth clients, managing approximately $72 million across 44 accounts. The firm emphasizes tailored investment plans based on asset allocation and Modern Portfolio Theory, offering discretionary portfolio management, comprehensive financial planning, and periodic reviews.

Konnor Tranoris is a CFP® professional with eight years of industry experience, currently operating as the sole advisor at Wealth Den Financial. His prior experience includes roles at Wealth Enhancement Group and LPL Financial, among others. He also works as an independent contractor with Varsity Tutors, dedicating part of his time to this outside activity. Wealth Den Financial is an independent investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a primarily passive investment approach using index mutual funds and ETFs, while incorporating fundamental analysis selectively, and offers both managed accounts and advisory reviews for held-away assets.

Jed Otteson is the sole advisor at Bridgehaven Capital Management LLC, an independent firm based in Excelsior, MN. He holds a Series 65 designation and has six years of industry experience, including three years as a self-employed advisor before founding Bridgehaven in 2019. Bridgehaven Capital Management LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm operates with a small client roster, using a combination of fundamental, technical, and charting analysis to guide investment decisions, while offering tailored retirement, legacy, tax, and cash-flow planning.

Matthew Stahl is a financial advisor at LIV Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fiat Wealth Management LLC and Foundations Investment Advisors LLC. Outside of his advisory work, Stahl owns a community building organization, Ascent, LLC, and a CrossFit gym, The FITHAUS. LIV Wealth Management serves retirement plan sponsors, institutional clients, individual investors, and small businesses, offering financial planning, portfolio management, retirement plan advice, and pension consulting. The firm employs strategies such as Modern Portfolio Theory, Core+Satellite, and passive investing, and provides ERISA-oriented services including investment policy statement development and fiduciary consulting.

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

Keith Tufte is the president of Longview Wealth Management, LLC and has 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been with Cherry Tree Wealth Management, LLC since 2009, where he leads investment strategy and writes monthly investment letters. Longview Wealth Management serves high-net-worth individuals and families, as well as trusts and retirement plans for business owners, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes global strategic asset allocation with diversified, long-term portfolios primarily composed of low-cost ETFs and mutual funds, managed on a discretionary basis with regular reviews to align with client objectives.

Frederick Quirsfeld is a financial advisor at Frontenac Partners, L.L.C. with 9 years of industry experience. He holds the Series 66 designation and has worked at Frontenac Partners since 2003. Quirsfeld also has a long tenure with IDS Life Insurance Company dating back to 1985. Frontenac Partners provides discretionary portfolio management to high-net-worth individuals, focusing on balanced accounts that include stocks, bonds, cash, and commodities. The firm employs a range of analytical approaches and uses inflation-sensitive instruments and derivatives within separately managed accounts.

Martim Quayat is a CFA® charterholder with six years of industry experience. He is the principal of Minnewashta Rio, LLC, an independent advisory firm based in Shorewood, MN. Prior to founding Minnewashta Rio, he held positions at Cornerstone Private Asset Trust Co. LLC and Itau International Securities, Inc., and currently serves as a senior investment analyst for the City of Minneapolis. Minnewashta Rio provides fee-based investment advisory services to institutional clients, corporations, trusts, non-profits, and individuals, including both high-net-worth and non-high-net-worth investors. The firm employs portfolio construction grounded in Modern Portfolio Theory, utilizing in-house and third-party research and managing a range of investment vehicles in accordance with clients’ written Investment Policy Statements.

Richard Hoyt is a ChFC® credentialed financial advisor with 18 years of experience at Analytics Investment Advisors, an independent firm based in Excelsior, MN. He holds Series 63 and Series 65 licenses and has focused on portfolio management since 2008. Analytics Investment Advisors provides discretionary portfolio management primarily for individual and high-net-worth clients, using ETFs as the main investment vehicle while also recommending other securities as appropriate. The firm offers customized portfolios based on risk tolerance and employs a range of analytical methods, serving clients with both retirement and non-retirement accounts under fiduciary standards.

Jonathan Held is the principal advisor at Landcasted Capital Management LLC in Waconia, MN, with eight years of industry experience. He holds a Series 65 designation and has worked at AdvisorNet Wealth Partners, WaterStreet Asset Management LLC, and SNS Financial Group, LLC. Outside of his advisory role, he is the principal consultant at Alpha Beta Consulate, LLC, providing technology and management consulting services for registered investment advisers, and he is also involved in family caregiving through Lifeworks. Landcasted Capital Management is a social-impact investment manager serving individuals, institutions, and other registered investment advisers. The firm employs a multi-disciplinary investment approach that includes cyclical, fundamental, quantitative, and technical analysis, offering concentrated U.S. core equity portfolios, multi-strategy ETF models, and option-based structures, while also providing sub-advisory and institutional advisory services.

Matthew Cookson is the principal advisor at Cookson Financial, LLC, an independent firm based in Excelsior, MN. He holds Series 63 and Series 65 licenses and has 8 years of industry experience. Cookson has managed his firm since 2006, with a background that includes broker-dealer and hedge fund management. Cookson Financial provides discretionary asset management and hourly financial consulting to individuals, trusts, foundations, pension and profit-sharing plans, banks, and corporations. The firm emphasizes customized asset allocation using fundamental analysis and low-cost investment instruments, serving a diverse client base that includes charitable organizations and pension consulting.

Mark Struthers is a CERTIFIED FINANCIAL PLANNER™ with 10 years of experience at Sona Financial, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and operates as the sole advisor at Sona Wealth, Sona Wealth Management, and Sona Wealth Advisors. Sona Financial provides investment advisory and comprehensive financial planning services to individuals, families, and business owners, including small-business retirement plan consulting. The firm employs an evidence-based investment approach centered on passive core portfolios guided by Modern Portfolio Theory, with tailored planning and portfolio implementation for each client.

Kelly Smith is a ChFC® credentialed financial advisor with over 30 years of industry experience, including a long tenure at Ameriprise Financial and Ids Life Insurance Company. Since 2024, Kelly has operated Smith & Associates Financial Services, LLC, an independent firm, and is involved with Jelly Bean Investment Group, LLC. Kelly also performs occasional non-investment consulting for organizations. Smith & Associates Financial Services is a single-advisor independent registered investment adviser serving individuals, families, trusts, retirement plan sponsors, foundations, and various institutional clients. The firm offers customized financial planning, separately managed account portfolio management, and advises a privately offered pooled vehicle employing an opportunistic, actively managed trading program.

Colleen Weber is a CFP® professional with nine years of industry experience and the principal of Colleen Weber CPA, LLC, where she has worked since 1998. She holds a Series 65 license and leads a small advisory team in Chanhassen, MN. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, alongside accounting services including tax planning and preparation. The firm operates as a fee-only adviser with an integrated accounting-firm structure, managing approximately $120.6 million for about 50 clients, and emphasizes written investment policies and regular portfolio reviews.

Derek Fautsch is a CFP® with 10 years of industry experience, currently serving at Corinthian Partners Asset Management LLC. He has worked at Corinthian Partners L.L.C. since 2020 and previously at Secured Retirement Advisors, LLC. Outside of his advisory role, he is Senior Vice President of Investments at Corinthian Partners L.L.C., a broker-dealer and insurance agency. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies and offers both discretionary and non-discretionary accounts.

Laura Maksymkow is a financial advisor with B&E Investment Advisers, Inc. in Wayzata, MN, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience and has served in various roles since 2005, including with Valmark Securities, Inc. and affiliated firms. Outside of investment advisory, she is a co-owner and general member of South-Pit LLC, a gravel pit business in Grand Rapids, MN. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm mainly uses a non-discretionary advisory approach with model portfolios and third-party managers on the Valmark platforms, combining modern portfolio theory and fundamental analysis.

Olivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.