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.

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.

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.

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.

Amber Fitzrysler is a CFP® and holds a Series 65 license with nine years of industry experience. She has worked at Rising Financial, LLC since 2022 and previously spent seven years at The Planning Center, Inc. Rising Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm focuses on values-based or ESG-informed portfolio construction using primarily passive, asset-class-based strategies, and offers a fee-only model with formula-based ongoing fees, fixed project packages, and hourly options.

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.

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.

George Andrews is a financial advisor at Celadon Managed Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cobalt Capital Group, LLC from 2019 to 2024. Andrews has been with Celadon Managed Wealth since 2013. Celadon Managed Wealth provides investment advisory services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm employs both fundamental and technical analysis across various securities and manages client assets primarily on a non-discretionary basis, combining retirement plan fiduciary consulting with individualized participant advice.

Andrew Rem is a CFA® charterholder and the sole advisor at Odinson Partners, LLC, with four years of industry experience. He previously worked at Nuveen Asset Management for 13 years before retiring briefly in 2020. Odinson Partners provides discretionary asset management to individual and high-net-worth investors, focusing on a concentrated portfolio of fewer than 20 holdings through a bottom-up, fundamental analysis approach. The firm emphasizes long-term, low-turnover positions and employs options and other derivatives within separately managed accounts for qualified clients.

Nicholas Tilli is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Grounded Wealth in Plymouth, MN. His prior experience includes roles at Blend Financial, The Mather Group, BerganKDV Wealth Management, Fidelity, and TD Ameritrade. He is also contracted as a financial planner for Origin Financial under a separate arrangement. Grounded Wealth is an independent investment adviser serving individuals and families with comprehensive wealth-management services and a fixed-fee financial planning membership option. The firm employs a flexible investment approach, combining passive and active strategies tailored to client goals and risk tolerance, and manages approximately $31.4 million on a discretionary basis.

Gong Yun is a financial advisor at Fair Park Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Money Concepts Capital Corp, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory work, he provides personal care assistance for disabled individuals through ABC PCA Care Services LLC. Fair Park Capital Management LLC offers discretionary and non-discretionary investment management and financial consulting to individuals, high-net-worth households, trusts, estates, pension plans, charitable organizations, and business entities. The firm employs a hybrid core-and-tactical investment approach using a combination of passive funds, ETFs, individual securities, and technical strategies, incorporating fundamental, quantitative, and tax-aware analysis.

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life. I stumbled into the financial services industry in 1997 and fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, and a member of the National Association of Personal Financial Advisors (NAPFA) since 2014 - currently as an Associate Member.

David Hauge is a CFP® and CFA® charterholder with 14 years of industry experience. He is the principal of Hauge Wealth Management, LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at American Enterprise Investment Services and Ameriprise Financial Services, Inc. Hauge Wealth Management provides asset management and financial planning primarily for individual and high-net-worth clients, offering tailored investment programs and written financial plans. The firm integrates fundamental and technical analysis in its investment process and utilizes strategies including options, margin, short sales, and other derivatives, alongside free public educational seminars.