Hi! I’m Natalie Slagle, CFP®. I co-founded EQUAL VOICES Wealth with my husband, Dan Slagle, CFP®. I specialize in guiding high-achieving couples who are taking retirement planning seriously and want a trusted partner to help coordinate the financial life they’ve worked hard to build. Many of the couples we serve have accumulated more wealth than their peers, often through disciplined saving, meaningful stock compensation, or an inheritance. They’re thoughtful, intentional, and committed to creating a life that reflects their values. Most importantly, they’re respectful, supportive partners who want to make decisions together with clarity rather than conflict. My role is to help you make the most of your opportunities, simplify complex financial decisions, and design a retirement path that feels confident and flexible. As a fee-only, fiduciary advisor, I provide unbiased guidance, proactive planning, and an ongoing partnership so you can enjoy life today while building toward the future you envision. If you’re looking for an advisor who understands the nuances of growing wealth and aligning your strategy with your life as a couple, I’d be delighted to support you. We offer two complimentary consultations to ensure a good fit. I look forward to meeting you soon. ***Typical Client*** Household income of $400,000 or more and/or +$1,000,000 of investable assets In a marriage built on mutual respect and ready to make financial decisions as a team ***Natalie's Awards and Recognitions*** 2025 Financial Advisor Magazine Young Advisor to Watch Winner (2025) InvestmentNews 40 Under 40 Winner (2023) XYPN Firm Of The Year (2020) Co-Host of the Money Dates podcast Media Mentions: New York Times, Wall Street Journal, and CNN

Matthew Brandeen is a CFA® charterholder currently with Freedom Financial Partners LLC, where he has worked since 2025. Prior to joining Freedom Financial Partners, he was with Wealth Enhancement Group and AgriBank. He has professional experience in financial services starting in 2021. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements.

Ellen Osthus is a CFP® and holds a Series 66 license with 14 years of industry experience. She is currently with Truman Wealth Advisors, where she has worked since 2023. Her prior experience includes roles at Equita Financial Network, Feathered Paddle Wealth Partners, Access Financial Services, and BGM Wealth Partners. Truman Wealth Advisors offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, corporations, and charitable foundations. The firm emphasizes diversified asset allocation and incorporates third-party tools to support risk profiling, account management, financial planning, and reporting.

Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Winter & Associates, Floren has worked with firms including North Star Consultants, Minnesota Life Insurance Co, CRI Securities, Securian Financial Services, and Van Clemens & Co., Inc. Outside of financial services, Floren has experience working at Floren Farms and in retail and service roles. Winter & Associates, Inc. provides asset management, financial planning, and retirement plan consulting services to individuals, families, trusts, estates, and small businesses. The firm manages approximately $179.7 million in client assets and utilizes fundamental analysis within a strategic asset allocation framework, typically recommending no-load mutual funds, ETFs, and individual securities, with portfolios reviewed at least annually.

Robert Ward is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been with Fountain Financial Group, Inc. since 2017 and also serves as CEO of Oaks Financial Services, where he consults on retirement income strategies. In addition to his advisory roles, he is a licensed insurance agent and spends part of his time offering related products and advice. Fountain Financial Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and financial professionals. The firm employs a range of strategies tailored to client objectives and risk tolerances, including fundamental and charting analysis, option writing, and third-party tactical signals.

Craig Morcos is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Guzek Asset Management in Bloomington, MN, and has previously worked at LPL Financial, Commonwealth Financial Network, Haukedahl Financial Services, and NorthRock Partners. Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations, and business entities, with plans tailored to clients’ goals and circumstances. The firm focuses on non-discretionary planning without ongoing asset management and maintains operational ties to LPL Financial.

Greg Cunningham is a Series 65-licensed financial advisor with GS Investment Inc, based in Eagan, MN, and has seven years of industry experience. He has been with GS Investments since 2010, contributing to the firm’s advisory services. GS Investments serves individuals, closely held businesses, trusts, retirement plans, foundations, and endowments with discretionary separate-account portfolio management and financial planning. The firm employs a long-term, fundamental-analysis approach focused on quality growth stocks, fixed income, mutual funds, and ETFs, managing both taxable and tax-advantaged accounts.

For over 10 years, Gabe has worked with client families looking to simplify their financial life through his firm CRAFTED Wealth. As the firm has matured, he has primarily focused on higher net worth families with portfolios of $3–30M, and typically those looking to focus on multigenerational planning, retirement preparation, and navigating large portfolios. What does it mean to simplify? Looking at your whole picture, and forming a real relationship, to understand better what you truly need and want, and then build a plan to support that. Many clients come to CRAFTED with a wide array of accounts, tax questions, concentrated positions, and previous decisions that may not be serving their current needs. Gabe’s passion is in untangling this, answering questions patiently, and creating what he calls a “beautifully simple financial plan.” As a clear communicator, thoughtful listener, and invested long-term partner, Gabe brings an approach that combines creative thinking and deep expertise for unique tax and investment situations. Practically, this translates to a singular, personalized strategy that is meant to serve clients over their lifetime.

Kristin Garrett is a CFP® and Series 66 credentialed financial advisor at Financial Empowerment LLC with eight years of industry experience. She has been with Financial Empowerment since 2015, where she currently serves as one of two advisors at the firm. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm combines comprehensive written financial plans with ongoing portfolio management through both customized discretionary portfolios and a model-driven ETF program, managing approximately $104 million for about 90 clients.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

Stephen Kairies is a financial advisor at Access Financial Services, Inc. with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at FSC Securities Corporation and The Northwestern Mutual Life Insurance Company, where he has served since 1991. Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a top-down, global multi-asset approach incorporating fundamental and technical analysis, and is notable for including ETNs and margin accounts in client portfolios.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis and integrating third-party manager programs and the Altruist custodial platform.

Max Mataya is a Series 65-registered advisor at Vermillion Wealth Management Inc. in Rosemount, MN, with two years of industry experience. His prior work includes roles at Gradient Advisors, Case Central, LLC, and U.S. Bank. Vermillion Wealth Management provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm manages approximately $460 million in discretionary assets and employs a multi-strategy investment approach that includes fundamental, technical, and cyclical analysis, along with recent participation in initial public offerings.

Steven Carlson is a financial advisor at Keystone Wealth Advisors, Incorporated with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Keystone since 2010. Keystone Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment management, and ERISA plan advisory services, managing approximately $201 million in client assets with a predominantly non-discretionary approach.

William Robertson is a financial advisor at Wealth Planning Systems, LLC in Bloomington, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been involved with Wealth Planning Systems since 2010 and also operates Combined Benefits Corp, an independent insurance agency, where he has worked since 1983. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily providing non-discretionary asset management alongside comprehensive planning in areas such as cash flow, tax, insurance, retirement, and estate matters.

Scott Beers is a CFP® with 12 years of industry experience and has been with Lottsa Financial Services, Inc. since 2001. He also has longstanding involvement in tax preparation and accounting through his role as president of Lottsa Tax & Accounting Services, a business he has managed since 1982. Outside of advisory work, he serves as managing partner of a partnership that owns the building housing both of his companies. Lotsa Financial Services is a fee-only advisory firm providing discretionary investment management, financial planning, and limited hourly consultations to individuals, pension and profit-sharing plans, and trusts and estates. The firm follows a Modern Portfolio Theory-based investment approach, emphasizes written Investment Policy Statements, and offers socially responsible investing options.

Helena Dougall is a financial advisor at C.C. Dunnavan & Co. in Minneapolis, MN, with 12 years of industry experience. She has been with the firm since 2013. C.C. Dunnavan & Co. manages approximately $392.7 million for around 228 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process incorporates charting, fundamental and technical analysis, and employs both long-term and short-term trading strategies across various asset classes, with all assets managed internally.

Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.

Howard Pakola is a CFP® professional with 34 years of industry experience. He is currently with PSC Financial LLC, where he has worked since 2014, and has concurrently been associated with LPL Financial since 1995. Pakola is also involved in selling non-variable insurance products, including fixed life, disability, and long-term care insurance. PSC Financial serves individual clients, including high-net-worth households, as well as institutional and fiduciary clients such as retirement plans, trusts, and charitable organizations. The firm provides discretionary investment management alongside comprehensive financial planning and retirement-plan advisory services, employing a mix of fundamental and technical analysis across various asset classes.