Craig Ratz is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Calculated Wealth, where he has been since 2023, following roles at Guncheon Financial and BMO Harris Bank. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a tactical quantitative approach, implementing client-specific investment policies on a discretionary basis without accepting third-party compensation.

Daniel Slagle is a CFP® and holds a Series 66 designation, with 13 years of industry experience. He has worked at Fyooz Financial Planning since 2019, and previously held roles at Ameriprise Financial Services and UBS Financial Services. Fyooz Financial Planning offers comprehensive financial planning and discretionary investment management to individuals and families, utilizing a subscription-style billing model as well as project-based and hourly engagements. The firm employs a passive, index-based core portfolio approach combined with fundamental and technical analysis, managing approximately $59 million in discretionary assets across 79 client relationships.

Ryan Wold is a financial advisor with Wold Financial Group in Mendota Heights, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates and Advisornet Wealth Management. Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a client-centered approach involving interviews and questionnaires to establish objectives, employing both fundamental and technical analysis within strategic and tactical allocation frameworks, and manages approximately $182 million in client assets.

Elyse Jensen is a CFP® and ChFC® with 12 years of experience in the financial services industry. She is currently an advisor at Azure Wealth Management in Saint Paul, MN, where she has worked since 2014. Jensen also operates Azure Risk Management, LLC, an affiliated insurance agency. Azure Wealth Management serves individual clients and small businesses, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm applies Core + Satellite and Modern Portfolio Theory approaches to build diversified, tax-aware portfolios and provides both limited-scope and discretionary ERISA plan services.

David Benning is a financial advisor with Logan Park Wealth Management in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park Wealth Management in 2019. Outside of his advisory role, he is a partner in a personal service corporation related to property lease management. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified funds, individual equities, fixed income, and, in some cases, short-term margin and derivatives to meet portfolio objectives.

Bjorn Amundson is a CFP® with 17 years of experience in financial advising. He has worked at Quarry Hill Advisors since 2021 and previously held roles at City National Bank and RBC Capital Markets. Amundson serves on the board of Compass Ministries and is a CFP instructor for Kaplan Financial Education. He is also a member of the Church of Saint Mark Finance Council. 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 uses a passive investment approach with index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate.

Rebecca Blumenshine is a financial advisor at Revalue LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She previously worked at Communitas Financial Planning PBC and Ecolab. Since 2022, she has been the founder of Both/And Finance, a financial education and philanthropic coaching firm. Revalue serves individual investors and mission-driven institutional clients by offering investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and incorporates community investments into asset allocation.

Do you ever worry that your financial decisions won’t get you where you want to go in life? I can give you the confidence to know that you’re on the right path. I became a financial planner because I wanted to make a real difference in people’s lives. Once I got into the profession, though, I realized that it is hard to make a difference when you are pressured to sell products or enticed by commissions and can only work with people who are already wealthy because of asset minimums. So, I started my own firm. I created Guide Financial Planning so that I could do financial planning my own way— serving everyone I want regardless of net worth in a fee-only, conflict-free environment, from a biblical perspective. If you want financial guidance that aligns with your Christian worldview, you’ve come to the right place. As a Certified Financial Planner™ and Certified Kingdom Advisor®, I can create a financial plan for you, a written document that will work as a map, guiding the way as you navigate this journey called life. If you want, I can also partner together long-term, being there with you every step of the way, guiding you through new situations as they arise and helping you to stay on track. And it doesn’t matter where you live, either. With the help of modern technology, I work with people throughout the US and around the world.

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 Fyooz Financial Planning 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) 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."

Hey everyone, my name is Gabe Anderson and I run a Minneapolis, MN based financial planning firm that serves Builders, Creators, and Educators both locally and virtually. We specialize in and may be a good fit if you are: A Creator: You work in entertainment in some fashion (writers, editors, musicians, producers, cinematographers, etc) and tend to have “lumpy” income. Advice often surrounds: cash flow/budgeting, incorporating, retirement planning, guild membership, pensions, and planning for future goals. A Builder: You work in the tech space and/or run your own business. Advice often surrounds: stock compensation (ISOs, RSUs, NQSOs, etc), employee benefits, retirement planning, goal planning, values discussions, and cash flow/budgeting. An Educator: You have worked or currently work in higher education. Advice often surrounds: pension planning, social security, 403b/457 plans, and unique employee benefits. Crafted Wealth was founded in Venice, CA in 2015 and we currently work out of a home office in Minneapolis, 55405. We most often meet our clients virtually but are available to meet in person locally at Millrace Motor Club 2219 Edgewood Ave S Ste 103, Minneapolis, MN 55426. We’re also huge fans of coffee so we’re never opposed to an initial meetup at a local spot. If any of the above seems intriguing and you’re ready to get to know each other and see if we’re a good fit, please head to our website to schedule a meeting at www.craftedwealth.co Looking forward to meeting you soon! Gabe

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.