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 at Twig Asset Management, LLC, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Third Seven Capital, LLC, AEI Fund Management, and The Mutual Fund Store. Mckinley is the sole owner of Twig Asset Management and provides ad hoc financial planning advice to certain clients outside of his primary advisory roles. Twig Asset Management serves individual and high-net-worth clients, offering asset management and investment advisory services that include portfolio construction using mutual funds, ETFs, equities, fixed income, and Delaware Statutory Trusts for 1031 like-kind exchanges. The firm emphasizes tailored model allocations with active management and periodic portfolio rebalancing, alongside specialized consulting in 1031 exchange transactions.

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

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.

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.

Luke Johnson is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Boreal Advisors LLC since 2019. His prior roles include positions at Ameriprise Financial Services, Inc. and Ballast Advisors, LLC. Johnson has maintained independent insurance agent activities through September 2026. Boreal Advisors LLC is an independent registered investment adviser that primarily serves individual clients, offering discretionary and non-discretionary asset management, financial planning, and passively managed account options. The firm employs fundamental analysis, modern portfolio theory, and passive strategies, with a focus on rebalancing and tax-loss harvesting, and manages approximately $60 million in assets across 88 clients without a minimum account requirement.

James Wilkinson is the principal of Wilkinson Capital Management, LLC, an independent investment advisory firm based in St. Paul, MN. He holds Series 63 and 65 licenses and has 24 years of industry experience, including prior roles at Merrill, UBS Financial Services, Piper Sandler & Co., and Strong Capital Management. Wilkinson has operated his current firm since 2016. Wilkinson Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $97 million across about 98 clients, employing a primarily long-term, customized approach with diversified portfolios consisting of low-cost mutual funds, ETFs, individual stocks, bonds, and occasionally unaffiliated independent managers.

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.

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.

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.

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.

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.

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.

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.