Michelle Leisen is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Wealth Planning Group LLC since 2015. She previously worked at Fidelity in two separate periods totaling five years. Michelle is also the principal of Divorce Smart LLC, a certified divorce financial analyst business that assists clients through the divorce process. Wealth Planning Group LLC provides discretionary investment management and financial planning primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm’s investment approach incorporates fundamental analysis and offers services ranging from long-term holdings to option strategies, managing approximately $38.7 million for about 83 clients under a sole-owner structure.

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.

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 a financial advisor with Twig Asset Management, LLC in Eden Prairie, MN, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with AEI Fund Management since 2013, Four Springs Capital since 2021, and The Mutual Fund Store from 2009 to 2012. Mckinley is also the sole owner of Twig Asset Management, which he has held since 2019. Twig Asset Management provides asset management and advisory services to individual and high-net-worth clients, specializing in portfolio construction using mutual funds, ETFs, equities, fixed income, and Delaware Statutory Trusts for 1031 like-kind exchange transactions. The firm emphasizes tailored allocations, regular portfolio monitoring, and 1031 exchange consulting services.

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

Frederick Quirsfeld Jr. is a financial advisor with Frontenac Partners, L.L.C. in Deephaven, Minnesota, holding a Series 66 designation and over 10 years of industry experience. He has been with Frontenac Partners since 2003 and has a concurrent longstanding affiliation with IDS Life Insurance Company dating back to 1985. Frontenac Partners provides discretionary portfolio management for high-net-worth individual clients, focusing on balanced portfolios that include stocks, bonds, cash, and commodities. The firm employs a range of analytical methods and flexible asset allocation strategies, including the use of inflation-sensitive instruments and derivatives within managed accounts, and manages approximately $27.5 million in discretionary assets.

I work with people who are building something their parents couldn't and who've never quite felt like financial planning was built for them. My clients are navigating student debt, supporting family, building wealth for the first time, and trying to make decisions that reflect their values and not just their spreadsheet. They're intentional, they're capable, and they deserve an advisor who meets them where they are. I know that feeling personally. I'm the daughter of Hmong refugees from Laos. My parents came to the U.S. with little more than hope. They worked incredibly hard for our family but never had access to the financial knowledge that makes building wealth possible. That's why I founded Heartworth Financial. Over the past decade, I've built deep experience working with physicians at every stage — residents managing six-figure debt on a training salary, attendings navigating peak earning years, and physicians planning their exit from medicine — alongside first-generation wealth builders, immigrant families, and anyone who has ever walked into a financial conversation feeling like they didn't quite belong there.

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.

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 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.

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.

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 at Minder Narusiewicz, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for 16 years and OSAIC for 3 years. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales. Minder Narusiewicz, Inc. is a registered investment adviser serving individual and high-net-worth clients through a single-advisor practice. The firm provides non-discretionary portfolio management, written financial planning, and tax preparation services, constructing individualized portfolios using risk tolerance and asset allocation tools.

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.

Geetu Sharma is the Managing Member and Chief Investment Officer of 95 Impact Partners LLC and the principal of AlphasFuture LLC. She holds a Series 65 designation and has seven years of industry experience, including prior roles at Pictet Asset Management. Ms. Sharma splits her time between her responsibilities at 95 Impact Partners and AlphasFuture. AlphasFuture LLC provides discretionary and non-discretionary investment advisory services to individual and high-net-worth investors, charitable organizations, and other advisers. The firm focuses on customized investment policy statements and manages portfolios with a combination of fundamental and quantitative analysis, emphasizing long-term allocations to global equities.

Spencer Kubo is the sole advisor at Kubo Financial Planning and Investments, LLC in Edina, MN. He holds the Series 66 designation and has 14 years of industry experience, including prior roles at Merrill and Bank of America. Spencer founded his independent firm in 2018. Kubo Financial Planning and Investments, LLC manages approximately $31 million for a focused client base including individuals, high-net-worth clients, charitable organizations, businesses, and retirement plans. The firm uses a long-term, goals-based asset allocation approach primarily employing low-cost mutual funds and ETFs, supplemented by individual securities and options as appropriate, and also offers retirement plan consulting and fiduciary services.

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.