Dalton Pierce is the sole advisor at Bluenose Wealth LLC in South Minneapolis, MN. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to founding Bluenose Wealth, Pierce worked with Northwestern Mutual in various capacities from 2024 to 2026. He also served six years in the U.S. Navy and has been associated with the University of Minnesota since 2023. Bluenose Wealth serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, primarily using a passive investment approach with index mutual funds and ETFs. The firm provides tailored financial plans covering retirement, tax, estate, business, and insurance matters.

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.

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.

Brian Durand is a financial advisor at Strategic Financial Planning, Inc. in Minnetonka, MN, holding a Series 65 designation with seven years of industry experience. He has been with Strategic Financial Planning, Inc. since 2002. Strategic Financial Planning, Inc. provides financial planning and portfolio management services to individuals and families, focusing on retirement, investment, tax, estate, and education planning, as well as small-business owner benefits and life-event guidance. The firm tailors investment strategies to each client’s risk profile using a modern-portfolio-theory framework, primarily employing exchange-traded funds and no-load mutual funds.

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.

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.

Hi! I'm Laura Seymour, CFP® and founder of TorchLight Financial. I founded TorchLight in 2011 and have over 17 years of experience helping retirees and pre-retirees navigate one of life's most important financial transitions. My clients are typically asking: Can I afford to retire, and when? Will my money last? Is my plan optimized? It is my goal to use clear language to help educate you about financial concepts to enable you to make the best decisions for YOUR life. I provide comprehensive advice tailored to your personal situation and goals - no cookie cutter plans or advice allowed! I want to be a trusted partner for your financial life journey. Clients can work with me in two ways: Wealth Management: ongoing holistic comprehensive planning advice partnered with professional investment management services Consulting Planning Services: comprehensive financial planning advice on a consulting basis (planning recommendations provided but you execute the trades and don't have to move your assets) I grew up on a dairy farm in western Minnesota (near Willmar) as the eldest daughter. I put myself through college, have been a lifelong learner and I value authentic, genuine relationships. I am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. I have been lucky enough to travel widely and love how it broadens my perspective. Shannon (my life partner) and I want to go on a Tour de France bicycle trip and climb Mont Ventoux (even though he will always beat me up the hills!). Enjoying Minnesota summers on my Bianchi Infinito and heading to a local brewery with friends are my favorite summer activities. Please reach out and share more about yourself! I'd love the opportunity to learn more about you.

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 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.

Brandon Small is a CFP® and CFA® with 21 years of industry experience. He is the principal of Invested Interests, LLC, an independent advisory firm based in Minneapolis, MN. Prior to founding Invested Interests in 2013, he worked with Crane Capital Management and PrideCo Capital Management, where he continues to have affiliations. He also operates an accounting consulting practice as a licensed CPA. Invested Interests provides combined investment advisory, financial planning, and portfolio management services to individuals, corporations, and nonprofit clients. The firm emphasizes tailored investment strategies through fundamental and technical analysis, balanced long-term holdings, and options strategies, with capabilities for socially responsible investment screening.

The Work Stuff– My name is Ben Smith, and I am the Founder of Cove Financial Planning, a Certified B Corporation focused on comprehensive financial planning and Socially Responsible Investing. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it. Before starting Cove, I worked for several investment companies, and saw just how boring, complex and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals with a singular focus on account size. My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good! The Fun Stuff– I’m originally from Minneapolis and have since lived in Chicago and Milwaukee. My wife Kotryna works in investment banking, and while we aren’t at the office, you can find us hanging with our newborn daughter Frances (Francie) or debating nerdy investment topics over a home-cooked meal and a glass of wine. We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while we both sharpen our tennis skills. We’re proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!) We also travel as often as we can, and we’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process. Visit www.coveplanning.com to learn more and get in touch!

Harry Campbell is a financial advisor at Layline Asset Management Inc in Minnetonka, MN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Layline Asset Management since 2014. Outside of his advisory work, Campbell serves as a director and vice president of the Minnetonka Yacht Club Foundation, a volunteer role with no compensation. Layline Asset Management is an independent, fee-based adviser serving individual investors, trusts, institutions, and other entities. The firm’s investment approach is model-driven and rule-based, using Relative Strength analysis combined with technical, InterMarket, and macro-economic factors to guide tactical portfolio management primarily through exchange-traded funds.

Matthew Stahl is a financial advisor at LIV Wealth Management with 20 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 role, Stahl owns and operates a community-building organization, Ascent, LLC, and a CrossFit gym called The FitHAUS. LIV Wealth Management provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm’s investment approach combines Modern Portfolio Theory, Core-plus-Satellite, and passive strategies with customized asset allocations and risk analysis, and it is noted for its pension consulting and plan-sponsor services.

Michelle Leisen is a CERTIFIED FINANCIAL PLANNER™ at Wealth Planning Group LLC in Minnetonka, MN, with 15 years of industry experience. She has been with Wealth Planning Group since 2015. In addition to her advisory role, she is a principal at Divorce Smart LLC, a Certified Divorce Financial Analyst business assisting clients through the divorce process. Wealth Planning Group LLC provides discretionary asset management and financial planning primarily for individual clients and retirement accounts. The firm uses fundamental analysis and a variety of market sources to guide investment decisions and offers services including portfolio management, retirement and education planning, and management of variable annuity and life contracts.

Lindy Venustus is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Create, LLC. She has worked at several firms including Origin Financial and Wells Fargo Advisors and is also involved in community activities such as volunteering on the Death and Dying Committee of the Minneapolis Quaker Friends and participating in Toastmasters. In her free time, she is an artist and author and a member of the Minnesota Watercolor Society. Create, LLC provides fee-only comprehensive financial planning and portfolio management for younger, well-compensated individuals and families, often focusing on clients with employer stock or those planning career transitions. The firm utilizes a long-term, passive investment approach with low-cost ETFs via the Betterment platform, and offers services including 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.

William Westhoff is a CFA® charterholder and holds a Series 65 license with 24 years at Lakeview Investment Advisors, LLC and 12 years of industry experience. He is based in Plymouth, MN, and serves as the sole advisor at his independent firm. Lakeview Investment Advisors is a fee-only registered advisory firm that provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, small businesses, and charitable accounts. The firm constructs customized portfolios emphasizing diversification and security selection and maintains an exclusive affiliation with another registered adviser for operational support and succession planning.

Charles Gitau is a CFP® and Series 65-licensed financial advisor with 9 years of industry experience. He leads Oakfort Wealth Partners, also known as Gitau Financial Advisors, where he has been active since 2014. In addition to advisory work, he provides tax consulting services as a sole proprietor and is a licensed insurance agent. Oakfort Wealth Partners offers portfolio management and financial planning to individuals, small businesses, trusts, and foundations. The firm employs a strategic asset allocation process with a core-and-satellite approach and integrates fundamental, technical, cyclical, and charting analysis to manage client portfolios.

Joshua Mckinley is the sole advisor at Twig Asset Management, LLC in Eden Prairie, MN, holding Series 66 and Series 63 licenses with 20 years of industry experience. He has worked with AEI Fund Management since 2013 and with Third Seven Capital, LLC dba Four Springs Capital since 2021. Mckinley has 100% ownership of Twig Asset Management and provides ad hoc financial planning advice to pre-existing clients. Twig Asset Management offers asset management and investment advisory services to individual and high-net-worth clients, including portfolio management and consulting related to 1031 like-kind exchanges. The firm utilizes mutual funds, ETFs, individual equities, fixed income, and Delaware Statutory Trusts, tailoring model allocations based on client objectives and employing primarily actively managed funds and ETFs.

RLN Wealth is a tax-focused financial planning and investment management firm for late-career professionals with equity compensation. How we help - ✔️Equity Compensation & Concentrated Position Planning ✔️Tax Planning ✔️Investment Management ✔️Financial Independence / Retirement Planning ✔️Risk Management ✔️Estate Planning About Ryan Nelson - Lead Wealth Advisor Professional Experience - Former Lead advisor at two national fee-only RIAs for clients with $3M–$15M in assets - Former tax advisor at a national public accounting firm, focused on HNW individuals and business owners - Specialized experience in equity compensation, tax strategy, and long-term financial planning Credentials & Education - Certified Public Accountant (CPA) - Certified Financial Planner (CFP) - Bachelor’s in Accounting, MBA, and Master’s in Accounting Personal - Born and raised in Green Bay, WI (Lifelong Packer fan and shareholder) - Married to Jen and proud dad of two young daughters (8,6) - Passionate about travel, experiences, and making memories with family - Other Interests – Hosting at the family cabin, drinking great coffee, enjoying Italian food, and maintaining an active and healthy lifestyle