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.

Christopher Saxton is a financial advisor at Aberdour Investments with seven years of industry experience. He holds a Series 65 designation and has previously worked at Ecolab and currently serves as a marketing manager at Smart Care Equipment Solutions. He is also an advisor to a business focused on communication experiences for women in faith and leadership. Aberdour Investments offers individualized investment management and financial planning services to private individuals as well as a diverse range of institutional and corporate clients. The firm uses a primarily passive investment approach complemented by fundamental and technical analysis and emphasizes client education through seminars, speaking engagements, and newsletters.

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

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.

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.

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.

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.

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.

David Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is the principal advisor at Right Path Financial LLC, an independent firm he has led since 2020. Prior to this, he held roles at Gradient Advisors, LLC and operated his own financial planning practice as a sole proprietor. In addition to his advisory work, Johnson also serves as a director at Case Central, LLC, where he focuses on financial plan creation. Right Path Financial LLC provides investment advice and financial planning primarily to individual clients, utilizing third-party model portfolios through the Orion Portfolio Solutions Strategist program. The firm offers non-discretionary asset management and standalone financial planning services without requiring an account minimum.

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.