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 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.

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

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, an independent advisory firm based in Orono, MN. He holds the CFA® designation and has 12 years of industry experience. Tufte also leads the investment strategy and advisory team at Cherry Tree Wealth Management, LLC, dedicating time to both firms. Longview Wealth Management serves high-net-worth individuals, families, and business-owner retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a global strategic asset allocation approach focused on diversified, long-term portfolios primarily using low-cost ETFs and mutual funds.

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.

Shane Segner is a financial advisor at Wellencourt Wealth Management LLC in Wayzata, MN, holding a Series 65 designation with four years of industry experience. Prior to founding Wellencourt, he worked at Gradient Advisors LLC for three years and concurrently maintains a role as an engineer at Lockheed Martin. Wellencourt Wealth Management is a state-registered independent advisory firm serving individual and high-net-worth clients with discretionary portfolio management and hourly financial planning. The firm emphasizes fundamental analysis combined with passive investing through index funds and ETFs, offering customized plans and regular account reviews.

David White is the sole advisor at DLW Financial Management, LLC, an independent firm based in Maple Grove, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to founding DLW Financial Management in 2012, he was involved with Zurich Awes Financial Management, including offering non-variable insurance products in Minnesota and Wisconsin. DLW Financial Management provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, and business clients. The firm focuses on individualized portfolio construction with continuous supervision, employing a range of investment vehicles and occasional use of more active strategies such as short sales and option writing.

Daniel Hiebert is a CFP® with 10 years of industry experience and the principal advisor at Oak Financial Planning and Coaching, LLC in Maple Grove, MN. He has been with Oak Financial Planning since 2015. In addition to his advisory work, he serves as an adjunct professor at several institutions including the College for Financial Planning, University of Minnesota State-Mankato, The American College, and Keir Education Services. Oak Financial Planning and Coaching serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning, investment supervisory services, and business consulting. The firm employs a Core + Satellite allocation approach combined with Modern Portfolio Theory, implementing strategies through a mix of discretionary management and institutional sub-advisors, and offers educational workshops that do not involve product sales.

Andrew Bell is a financial advisor with Shores Edge Financial LLC in Medina, MN, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Advisornet Financial Inc. Outside of advisory work, he is the managing member of Hamel Nordic Group LLC, a sauna rental business. Shores Edge Financial LLC provides discretionary asset management and sub-advisory consulting to individuals, charities, high-net-worth clients, and other investment advisors. The firm employs a combination of top-down technical, fundamental, quantitative, and qualitative analysis to construct standardized long-term asset allocation models, incorporating tactical shifts and a range of trading approaches including derivatives.

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.

Charles Bolognino is a CFP® and ChFC® with 11 years of experience in financial planning. He is the sole advisor at Side-By-Side Financial Planning, LLC, an independent firm he has been with since 2014. Side-By-Side Financial Planning provides comprehensive financial planning services to individuals, including high-net-worth clients, and offers educational workshops for colleges, universities, and employer groups. The firm focuses on financial planning and investment consultation, emphasizing diversified, low-cost index-based strategies and delivering written plans for clients to implement through their chosen custodians.

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 Duval is the sole advisor at Duval Investment Group in Minnetonka, MN, holding a Series 65 credential with 12 years of industry experience. He has led Duval Investment Group since its founding in 2013. Outside of his advisory role, he is a partner in McDonald's franchises through CeeJay and McDuvie. Duval Investment Group provides fee-only financial planning and personalized investment management primarily to high-net-worth individuals, trusts, estates, and corporate clients. The firm focuses on fundamental analysis supported by market-sentiment and thematic research, managing client assets on a discretionary basis while also offering specialized services for executive compensation arrangements.

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.

Jonathan Held is the principal advisor at Landcasted Capital Management LLC in Waconia, MN, holding a Series 65 designation with eight years of industry experience. He has previously worked at AdvisorNet Wealth Partners, WaterStreet Asset Management LLC, and SNS Financial Group, LLC. Outside of his advisory role, he serves as principal consultant at Alpha Beta Consulate, LLC, a technology and management consulting firm for registered investment advisers, a position he has held since 2011. Landcasted Capital Management serves individual, high-net-worth, institutional clients, and other RIAs by combining portfolio management with financial planning and sub-advisory services. The firm emphasizes social-impact investing, options-based risk management, and provides customized strategies including focused US equity, multi-strategy ETF portfolios, and structured protection strategies.

Matthew Dorn is a financial advisor with Dorn & Co., Inc. in Fergus Falls, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Dorn & Co., Inc. since 2012. Dorn & Co., Inc. provides investment advisory and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm uses model portfolios, overlay managers, and third-party investment managers to deliver portfolio management, with most accounts managed on a non-discretionary basis and client risk profiles reviewed regularly.

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.

Kenneth Fink is the principal of Family Wealth Counselors, LLC, an independent registered investment adviser based in Minnetonka, MN. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Fink has been with Family Wealth Counselors since 1998 and also serves as president and CEO of Tamar-Fink, Inc., an insurance brokerage. Family Wealth Counselors provides comprehensive fee-based financial planning focused on charitable and estate-planning concepts. The firm emphasizes planning engagements rather than ongoing asset management, using fundamental analysis for securities recommendations within those plans.