Leo Arms is a financial advisor at Thomas Leo Advisory, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Thomas Leo Advisory since 2011. Thomas Leo Advisory, LLC provides investment services to individuals, trusts, estates, and business entities, offering Asset Management and Comprehensive Portfolio Management that combines portfolio management with financial planning and consulting. The firm employs both fundamental and technical analysis, favors long-term purchases alongside options and active monitoring, and manages most client relationships on a discretionary basis with regular reviews.

Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.

Matthew Rich is a CFP® professional with four years of industry experience. He currently works at Access Financial Services, Inc. and previously held roles at Accredited Investors and Carlson Capital Management, LLC. He serves as a board member of Emmaus Baptist Church in Northfield, MN. Access Financial Services serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process and combines a long operating history with a compact advisory team managing approximately $420 million in assets.

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.

Nathaniel Nyquist is a financial advisor at NorthStar Wealth Management, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes roles at Minnesota CarePartner, the Minneapolis VA Medical Center, and Allina Health Services. Nathaniel is also a registered dietitian employed at a mental health clinic and serves part-time in the Wisconsin Army National Guard. NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans by offering personalized wealth management through both advisor-led and technology-driven platforms. The firm employs diversified portfolios with automated rebalancing and tax strategies, and provides 401(k) advisory and donor-advised fund services.

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.

Jay Pluimer is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 certifications with 11 years of industry experience. He has been with Flourish Wealth Management since 2016. Outside of his advisory role, he co-owns rental property as a sole proprietor in California. Flourish Wealth Management serves individuals, trusts, foundations, qualified retirement plans, charitable organizations, and businesses, offering comprehensive wealth management, investment management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing diversified, low-cost funds and custom strategies such as SRI/ESG upon client request.

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.

Craig Bane is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 21 years of industry experience. He previously worked at Barber Financial Group and operates a sole proprietorship focused on fixed insurance sales. Bane O'Leary LLC is a small advisory firm managing approximately $85 million for mainly individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services, including Social Security and tax planning, using model portfolios tailored to client goals and monitored through regular reviews.

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.

Benjamin Hofkin is a financial advisor with Hofkin Capital Management, Inc. He holds a Series 65 credential and has 11 years of industry experience. His prior work includes positions at Maia Wealth and Farther Finance Advisors. Hofkin serves on the non-profit boards of Camp Ramah in Wisconsin and the Hadar Institute. Hofkin Capital Management is a fee-only investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses an equities-focused investment approach combining top-down macro and bottom-up company analysis, and it employs borrowing, short sales, and inverse funds as hedging tools in client accounts.

James Robertson is a ChFC® with 35 years of experience in financial services. He is principal at Wealth Planning Systems, LLC and has held roles at Innovation Partners, LLC and Combined Benefits Corp. In addition to his financial career, he serves as a chair umpire and roving official for the United States Tennis Association Northern Section. Wealth Planning Systems serves individual and high-net-worth clients with personalized financial planning and investment management, primarily on a non-discretionary basis. The firm integrates fundamental, technical, and cyclical analysis methods and offers comprehensive planning across multiple financial areas.

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.

Kathleen Longo is a CFP® professional with 12 years of experience in financial advising, currently with Flourish Wealth Management Inc. in Edina, MN, where she has worked since 2014. Outside of her advisory work, she co-owns rental property in California. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach using diversified, low-cost funds and can incorporate tax-sensitive or ESG strategies as requested.

Scott Schneider is a financial advisor at Barrington Capital Management, Inc. in Bloomington, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Barrington Capital Management since 2012. Schneider also works as a litigation support associate, a role he has held since 2012. Barrington Capital Management provides discretionary asset management, qualified plan consulting, and one-time financial planning services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers additional services including insurance products and educational seminars.

James Broom is a financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is a certified divorce financial analyst through Divorce Strategies Group, Inc., where he provides financial tracing, lifestyle analysis, and expert witness services. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across about 106 client accounts with two advisors. The firm offers personalized wealth management and financial planning, combining fundamental analysis, modern portfolio theory, and technical analysis, along with a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.

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.

Ford Droegemueller is a CFP® professional with 35 years of industry experience. He is currently an advisor and branch manager at Peak Financial Consulting, Inc. and has previously worked at LPL Financial and Lpl Insurance Associates. In addition to his advisory role, he operates as an independent insurance agent. Peak Financial Consulting serves individual and high-net-worth clients with discretionary asset management and a tiered financial planning program. The firm combines fundamental, technical, and cyclical analysis with long-term holdings and limited options strategies, and offers no-fee public seminars alongside its advisory services.