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.

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.

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 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.

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 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

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.

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.

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.