Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.

Charles Scott is a financial advisor at Solidity Financial LLC with Series 65 and Series 66 licenses and three years of industry experience. He has worked at Solidity Financial and Solidity Tax, LLC since 2022 and previously spent nine years at Augsburg University. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management services to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core approach supplemented by tactical asset management and select active managers, emphasizing risk management and fee minimization while acting as a fiduciary for retirement accounts.

John Nelson is a financial advisor with TAG Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Cambridge Investment Research Advisors, Inc., and Transition Advisory Group, LLC. In addition to his advisory work, he serves as a senior partner and independent insurance agent at TAG Insurance Advisors LLC. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and coordination with select CPA firms.

James Heflin is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at S Capital Wealth Advisors, LLC since 2016. Heflin is currently affiliated with YES Wealth Management in Mahtomedi, MN, a firm with three advisors. YES Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and retirement plans. The firm manages approximately $127 million for around 100 clients, following a primarily long-term, risk-managed asset allocation strategy that incorporates ETFs, mutual funds, individual securities, and the use of derivatives in separately managed accounts.

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 Around $1,000,000 of investments 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.

Stefan Liiste is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. He has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm serving individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and a multi-format web-based education program called Rapid Transformation Wealth, emphasizing cyclical and technical analysis with primarily non-discretionary portfolio management.

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. His prior roles include positions at North Star Consultants, Minnesota Life Insurance Co., and Van Clemens & Co., Inc. Additionally, he has experience working in family business operations at Floren Farms. Winter & Associates provides asset management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and small businesses. The firm manages approximately $180 million in client assets and employs a strategic asset allocation approach using no-load mutual funds, ETFs, and individual securities.

Andi Long is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2023. Prior to joining Pitzl Financial, Long worked at Cornerstone Wealth Advisors and Centier Bank and also spent time at Purdue University. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach using primarily passively managed mutual funds, supported by portfolio modeling and Monte Carlo analysis, and offers customized financial planning through its "Financial Playbook."

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.

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. Her prior career includes long-term roles at CRI Securities Inc, North Star Consultants, and Minnesota Life Insurance Company. Outside her advisory work, she is an author and serves as a trustee for a family trust, along with involvement in local land and river watershed preservation as a finance and investment committee member. Winter & Associates provides asset management, financial planning, and retirement consulting for individuals, families, trusts, estates, and small businesses, managing approximately $180 million in client assets. The firm employs fundamental analysis within a strategic asset allocation framework, using no-load mutual funds, ETFs, and individual securities, with tailored portfolio discretion and oversight of unaffiliated sub-advisors.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Jeffrey Wickmann is a financial advisor at Lifestage Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lifestage Wealth Management since 1997 and Fintegra, LLC since 2008. Outside of advisory work, Wickmann operates a tax preparation service and is involved in fixed insurance sales. Lifestage Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management and consulting services, managing approximately $74.6 million in discretionary assets through a two-advisor team. Their approach includes fundamental, technical, and cyclical analysis, with ongoing portfolio management and plan consulting focused on client goals and risk tolerance.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Richard Hall is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Pitzl Financial since 2018. Before joining Pitzl Financial, he worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years. Pitzl Financial provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, serving both standard and high-net-worth clients. The firm employs a long-term, asset-allocation strategy based on Modern Portfolio Theory, primarily using passively managed mutual funds, ETFs, and model portfolios, and integrates accounting and advisory services through its affiliation with an accounting firm.

Marin Mc Cann is a CFP® professional at Quarry Hill Advisors with one year of industry experience. Prior to joining Quarry Hill Advisors, Marin has been associated with Yes&, LLC since 2018. Quarry Hill Advisors provides investment management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, with 9 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthspring Advisors since 2008. Wealthspring Advisors provides fee-based investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm constructs individualized portfolios using a mix of mutual funds, ETFs, equities, and fixed-income securities, employing both fundamental and technical analysis, and also recommends third-party independent managers when appropriate.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.