Dalton Pierce is a financial advisor at Bluenose Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles for two years. Pierce served in the U.S. Navy from 2017 to 2023 and is currently affiliated with the University of Minnesota. Bluenose Wealth serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning, primarily using a passive investment approach that focuses on index mutual funds and ETFs tailored to clients’ risk tolerance.

Robert Davis is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Financial Compass Corporation since 2005. He has also maintained a role as an insurance agent with various carriers since 1998. Financial Compass Corporation provides investment management, financial planning, and consulting primarily to individual clients, focusing on households below the high-net-worth level. The firm employs a long-term, suitability-driven approach that includes portfolio construction with mutual funds and ETFs, discretionary trading authority, and regular review of third-party managed accounts.

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.

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.

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.

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.

Brandon Small is the principal of Invested Interests, LLC, an independent registered investment adviser based in Minneapolis, MN. He holds the CFP® and CFA® credentials and has 21 years of industry experience. His prior work includes roles at Crane Capital Management, PrideCo Capital Management, and Lyon and Small Investors. Outside of advising, he operates an accounting consulting practice as a CPA. Invested Interests, LLC provides investment advisory, financial planning, and discretionary portfolio management to individuals, corporate, and nonprofit clients, including charitable organizations. The firm manages approximately $7.9 million using a combination of fundamental and technical analysis, incorporates socially responsible investing screens, and tailors each client relationship with a written Investment Policy Statement.

Joseph Brill is a financial advisor with Knox Avenue Financial Corp. in St. Paul, MN, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked for Principal Life Insurance Company and Princor Financial Services Corporation for 10 years each before joining Knox Avenue Financial Corp. Brill holds leadership roles with the Kappa Sigma Building Association, a college fraternity housing organization. Knox Avenue Financial Corp. provides investment advisory and financial planning services to individuals, small businesses, charitable organizations, and pension clients, managing approximately $145 million in assets. The firm specializes in tailored portfolio construction using asset allocation, dollar-cost averaging, and a mix of long- and short-term holdings, and it operates a wrap fee program with a high client-to-advisor ratio.

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!

Lindy Venustus is a CFP® with 11 years of industry experience and is the sole advisor at Create, LLC. Her background includes roles at Origin Financial and several other financial firms, alongside diverse experiences such as working for the 2020 US Census and Rover.com. Outside of her advisory work, she is an artist and author, a member of the Minnesota Watercolor Society, participates in Toastmasters, and volunteers on the Death and Dying Committee of the Minneapolis Quaker Friends. Create, LLC serves younger, well-compensated individuals and families, often focusing on clients with employer stock or those planning career transitions. The firm offers fee-only comprehensive financial planning and portfolio management through the Betterment platform, emphasizing long-term, passive, diversified investments with options for socially responsible investing and providing group education workshops and family-governance services.

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.

Kari Polasek is a CFP®-certified financial advisor with 16 years of industry experience. She is the principal of Adaptive Financial Design LLC, an independent firm she has led since 2023. Prior to founding her firm, she worked at Advisornet Financial and Wealth Enhancement Group. Adaptive Financial Design LLC provides discretionary investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a primarily passive, index-based investment approach grounded in modern portfolio theory and combines ongoing subscription planning with fixed-fee project engagements.

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.

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.

William Patterson III is the sole advisor at Second Avenue Capital in Minneapolis, Minnesota. He holds a Series 63 designation and has 11 years of industry experience. Patterson has been with Second Avenue Capital since 2006. Second Avenue Capital provides discretionary investment management to institutional and individual clients, focusing on a value-oriented, research-driven approach targeting undervalued companies. The firm manages a limited number of accounts with a preferred minimum account size and offers performance-based fee arrangements to qualifying high-net-worth clients.

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.

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.