Meghan Bohlke is a CFP® with four years of industry experience, currently serving at FPNavigators. Her prior roles include positions at LPL Financial LLC and Northwestern Mutual Investment Services LLC. She holds the Series 63 designation and is based in Maple Grove, MN. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of Modern Portfolio Theory and fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance, and it offers services including wrap fee programs and multiple ERISA roles for retirement plans.

Jason Hetland is a financial advisor at FPNavigators with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, and Northwestern Mutual Insurance Services. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory, fundamental and technical analysis to build diversified portfolios tailored to clients' risk tolerances and goals, and offers services including wrap fee programs and multiple ERISA fiduciary roles.

Olivia Drey is a Series 66-licensed financial advisor at Financial Perspectives with one year of industry experience. She previously worked at Ameriprise for two years and has held various roles in education and business. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services, portfolio management, and access to independent managers. The firm customizes recommendations based on client objectives and risk tolerance, monitors portfolios regularly, and integrates third-party reporting and custodial platforms.

David Dugan is a CFP® with 23 years of industry experience, currently serving at Financial Perspectives in Minneapolis, MN. He has worked at Purshe Kaplan Sterling Investments since 2013 and has been with Financial Perspectives since 2005. Dugan is also a 33% owner of FP Tax & Accounting, LLC dba Dugan & Company, a tax preparation firm separate from his advisory work. Financial Perspectives provides investment advisory, financial planning, retirement plan consulting, and access to independent third-party managers to individuals, trusts, businesses, profit-sharing plans, and charitable organizations. The firm manages approximately $1.00 billion in assets and operates through a multi-team advisory model.

Catherine Heine is an advisor at Financial Perspectives with Series 65 and Series 63 licenses. She has experience working at Stifel and DCM Services prior to joining her current firm. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services. The firm uses a client-focused approach with periodic reviews and access to independent managers, incorporating tools like account aggregation and considering client preferences such as cryptocurrency exposure or ESG factors.

Austin Mandelkow is a financial advisor with Financial Perspectives in Minneapolis, holding CFP® and Series 65 credentials and seven years of industry experience. He has worked at Financial Perspectives since 2018 and has prior experience at Inn on Lake Superior and Dunham's Sporting Goods. In addition to his advisory role, he is a commissioned notary public and assists with tax preparation through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management, uses account aggregation tools for consolidated reporting, and considers factors such as cryptocurrency and ESG exposure upon client request.

Jennifer Lachinski is a Series 66-credentialed advisor with Financial Perspectives in Minneapolis, MN, where she has worked since 2005. She has 15 years of industry experience, including a role at Purshe Kaplan Sterling Investments since 2013. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations, managing approximately $1 billion in assets. The firm uses a multi-team advisory model and offers tailored portfolio management with access to independent third-party managers and a range of custodial and technology platforms.

Molly La Fleche is a CFP® and ChFC® with 20 years of experience in financial services. She is currently with FPNavigators, a team firm based in Maple Grove, MN, and has previously worked at Northwestern Mutual and LPL Financial. FPNavigators provides investment management and comprehensive financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses Modern Portfolio Theory and both fundamental and technical analysis to build diversified portfolios and offers retirement plan advisory services, including acting in multiple ERISA fiduciary roles.

Karen Stay is a financial advisor at Kure Advisory, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including CG Advisory Services, Geneos Wealth Management Inc., WFG Investments, Inc., and Income Planning Group, LLC. Stay has been with Kure Advisory since 2021. Kure Advisory serves individuals, trusts, estates, corporations, and other business entities, providing financial planning, consulting, and discretionary investment and wealth management services. The firm offers tailored portfolio management using various asset classes and maintains coordinated relationships with tax and estate specialists.

Cayden Saxon is a financial advisor at Financial Perspectives with one year of industry experience. He holds a Series 65 designation and previously worked at Golden Valley Country Club for nine years. Saxon also assists with tax preparation seasonally through an affiliated accounting practice. Financial Perspectives serves individuals, trusts, businesses, profit-sharing plans, and charitable organizations with investment advisory, financial planning, and retirement plan consulting. The firm employs a multi-team model and offers tailored portfolio management using third-party managers and various custodial platforms, alongside affiliated tax preparation services.

Damon Longstreet is a financial advisor at Landolt Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Landolt Securities, he worked in roles at Arctic Wolf and United Healthcare, among other companies. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis, managing a majority of client assets in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management alongside access to third-party asset management programs.

Joseph Connell is a financial advisor at Sikich Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sikich LLP and Triad Advisors, Inc. during his career. Connell has been with Sikich Financial since 2014. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a diversified, asset-class-based investment approach grounded in modern portfolio theory, primarily using passively managed mutual funds and ETFs.

Daniel Engskov is a Series 65-licensed advisor with Cedrus Wealth Group in Andover, MN, where he has worked since 2025. He has one year of industry experience and also serves as Director of Private Client Services at Rooted Tax, providing tax preparation, planning, and consulting. Prior to his advisory career, Engskov spent five years at Hempel Real Estate and four years at Ryan Companies. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm manages approximately $218 million using a range of investment strategies, including fundamental and technical analysis, tactical approaches, and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com into its client offerings.

Peyton Chapman is a financial advisor at Cedrus Wealth Group in Andover, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cedrus Wealth Group, Chapman worked at Raymond James Financial Services and has been involved with organizations such as International Justice Mission and Ninth Street Soccer and Coffee. Cedrus Wealth Group serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering discretionary and non-discretionary portfolio management, financial consulting, and donor-advised fund advisory services. The firm employs a range of investment methods from fundamental and technical analysis to tactical strategies and alternative exposures, and integrates technology platforms such as Pontera and Wealth.com to support client portfolios and planning.

William Dugan is a financial advisor at Financial Perspectives in Minneapolis, MN, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at IEQ Capital, LLC, EPIQ Capital Group, and Iconiq Capital. Financial Perspectives provides advisory services to individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering portfolio management, financial planning, and access to independent managers. The firm uses a tailored approach based on client objectives and risk tolerance, with ongoing monitoring and consolidated reporting supported by third-party technology.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at MD Financial / Vestment Financial since 2018 and previously held roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered firm serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm manages approximately $304 million in discretionary assets and applies a market-efficient, long-term investment philosophy centered on asset allocation, diversification, rebalancing, and tax-aware portfolio design using low-cost mutual funds and ETFs.

Thomas Wade is a financial advisor with Kure Advisory, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at multiple firms, including Capital Asset Advisory Services, LLC and Income Planning Group, LLC. Wade is a co-founder of Foundational Income Associates, LLC, an insurance marketing company, and serves as a consultant for Revol One Services Company, LLC. Kure Advisory provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, corporations, and other business entities. The firm manages tailored portfolios using a range of investment vehicles and coordinates ongoing service with tax and estate specialists, supported by affiliations with tax preparation and legal services firms.

Alexander Braun is a CFA® charterholder affiliated with FPNavigators in Maple Grove, MN, with two years of industry experience. He previously worked at Bleakley Financial Group and Parametric Portfolio Advisors. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines Modern Portfolio Theory with fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance and offers wrap fee programs and multiple ERISA roles for retirement plans.

Julie Hetland is a CFP® and ChFC® with 24 years of experience in the financial industry. She has worked at Northwestern Mutual in various capacities from 2001 to 2022, followed by roles at Bleakley Financial Group and Financial Planning Navigators, where she is currently a team member. FPNavigators provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of Modern Portfolio Theory and fundamental and technical analysis to create diversified portfolios tailored to client goals and risk tolerance, and it participates in wrap fee programs as a portfolio manager, offering multiple ERISA roles for retirement plans.

Luke Dugan is a financial advisor at Financial Perspectives with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2013. In addition to his advisory role, he is a 33% owner of FP Tax and Accounting, LLC, a tax preparation business operating seasonally. Financial Perspectives serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing investment advisory and financial planning services. The firm offers portfolio management and retirement plan consulting, utilizing independent managers and account aggregation tools to tailor recommendations based on client objectives and risk tolerance.