Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.

Laura Maksymkow is a financial advisor with B&E Investment Advisers, Inc. in Wayzata, MN, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience and has served in various roles since 2005, including with Valmark Securities, Inc. and affiliated firms. Outside of investment advisory, she is a co-owner and general member of South-Pit LLC, a gravel pit business in Grand Rapids, MN. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting to individuals, trusts, small businesses, and retirement plans. The firm mainly uses a non-discretionary advisory approach with model portfolios and third-party managers on the Valmark platforms, combining modern portfolio theory and fundamental analysis.

Richard Perkins is the principal advisor at Perkins Capital Management Inc in Wayzata, MN. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has been with the firm since 1990. Perkins Capital Management provides discretionary portfolio management primarily to individual and high-net-worth households, offering both equity and balanced account strategies. The firm manages approximately $147.8 million in assets across around 128 client accounts and also serves investment company clients, a service uncommon for firms of its size.

Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.

Christopher Gerber is a CFA charterholder with 43 years of industry experience, currently serving at FIDERE Advisors. His prior roles include positions at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, and LPL Financial. Outside of advisory services, he is involved in photography through Beautiful Light, LLC, which he has operated since 2010. FIDERE Advisors serves individuals, trusts, estates, and institutions, offering financial planning, discretionary portfolio management, family office services, and insurance advisory. The firm emphasizes a strategic, long-term asset-allocation approach using fundamental analysis and provides educational content and workshops as part of its client offerings.

Jeffrey Drayton is a CFP® with 11 years of industry experience and is principal of Jeffrey A. Drayton Financial Group, Inc. He previously worked at Garrett Investment Advisors and Thrivent Financial. He also serves as a contract instructor for Certified Financial Planning courses at Minnesota State University, Mankato. His firm provides comprehensive financial planning and portfolio management to a small, primarily individual client base that includes high-net-worth clients, trusts, estates, small businesses, foundations, and charitable organizations. The firm’s investment approach emphasizes long-term asset allocation and diversification using low-cost ETFs and no-load mutual funds, and it integrates tax services and divorce-related financial expertise alongside investment advice.

Suzanne Abrams is a financial advisor at Lundeen Abrams Advisors, LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America, Inc. In addition to her advisory role, she facilitates ethical will writing workshops and serves on the board of the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both passive and active investment strategies involving ETFs and quantitative analysis. The firm operates primarily with discretionary authority and distinguishes itself by also offering commissionable insurance products and ancillary services such as ethical-will workshops.

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

Claire Jackson Stumbras is a financial advisor at Forethought Planning LLC in Minneapolis, MN, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Northwestern Mutual. Outside of financial advising, she is involved with The Aliveness Project. Forethought Planning provides comprehensive financial planning and consulting services to individual clients through tiered, fixed-fee and subscription-based engagements. The firm emphasizes behavioral financial planning and offers educational resources but does not manage or custody client assets.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in independent legal and insurance practices through Holker Law Offices, PLLC, and Asset Protection Services since 2002 and 2006, respectively. Additionally, he owns Ray Creek Development, LLC and Ray Creek, LLC, a real estate development business. New Generation Wealth Management serves individual clients with fee-based financial planning, consulting, and public educational seminars. The firm provides tailored financial plans and connects clients to third-party investment managers, focusing on non-discretionary advisory services without directly managing client assets.

Daunte Leiran is a financial advisor at Future Bright in Maple Grove, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Family and Pedigree Technologies. Future Bright provides fee-based discretionary investment management and retirement-plan services to individuals, high-net-worth clients, small businesses, and employer retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily invested in equities, mutual funds, and ETFs, and offers selective access to private Pre-IPO opportunities for accredited investors.

Joan Rossi is a CFP®-designated financial advisor with 15 years of industry experience, currently serving clients at Rossi Dubuque Breckenridge, LLC since 2011. She holds a Series 63 license and works from Plymouth, MN. Rossi Dubuque Breckenridge, LLC is a small, two-advisor registered investment adviser serving individual investors, high-net-worth households, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes asset allocation, client-specific risk profiling, and uses mutual funds and ETFs for diversification, offering financial planning, consulting, wealth management, and investment management services with negotiated fixed or flat fees.

John Sherwin is a CFP® professional with 24 years of experience in the financial services industry. He is president of MHS Advisory Services, LLC and affiliated entities, overseeing operations across multiple insurance and advisory businesses. His prior experience includes work at OSAIC and Sii. MHS Advisory Services is a four-advisor SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and pension consulting, tailoring asset allocation and investment advice to client objectives with ongoing monitoring and periodic rebalancing.

Kenneth Dedeker is a financial advisor with Captar Private Wealth, holding a Series 63 designation and 37 years of industry experience. He has worked with firms including Cetera Advisor Networks, Advisornet Wealth Management, and Central Life Assurance Co. Dedeker is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care insurance. Dedeker Financial, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a multi-method investment approach and requires clients to custody assets with a specified broker-dealer, managing a sizeable asset base with a two-advisor team.

Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.

Mark Sherman is a financial advisor at S3, Inc. in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S3, Inc. since 2000. Outside of his advisory work, Sherman is the owner and CEO of two computer software companies, VIPADVISOR.COM and CHARITYBOX.COM. S3, Inc. serves individual investors and trustees by providing discretionary and non-discretionary portfolio management along with personal financial planning. The firm focuses on dividend-paying common stocks through a multi-step screening process and generally invests in investment-grade corporate bonds, offering tailored planning and investment oversight across approximately 101 client accounts.

Sarah Kaelberer is a CFP® and ChFC® with 28 years of experience in financial advising. She has worked at B&E Investment Advisers, Inc., B & E Pension Advisers, Inc., Business & Estate Advisers, Inc., and Valmark Securities, Inc. since the mid-1990s and early 2000s. She is president of B&E Investments and serves on the board of directors for the Greater Wayzata Area Chamber of Commerce. B&E Investment Advisers provides financial planning, asset management, third-party money manager selection, and pension consulting for individuals, trusts, small businesses, and retirement plans. The firm primarily uses a non-discretionary approach with model portfolios and third-party managers on Valmark platforms, combining modern portfolio theory, fundamental analysis, and targeted asset allocation.

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.

Charles Tarara is a financial advisor at Lions Wealth Management with 42 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Lions Wealth Management in 2013, he worked at Planners Financial Services, Inc. for nearly four decades. He is also licensed to sell various insurance products. Lions Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, managing approximately $80 million in assets. The firm customizes portfolios based on client objectives and risk tolerance, employing multiple investment strategies and offering both discretionary and non-discretionary account management.

Noah Semmann is a CFP® professional at GEN Financial Management Inc. with four years of advisory experience and an additional four years of service in the United States Marine Corps. He has worked at GEN Financial Management since 2022 and prior to that was with Weir Wealth Management from 2019 to 2022. GEN Financial Management is a fee-only advisory firm serving executives, business owners, families, individual investors, and company retirement plans. The firm manages approximately $332 million in assets and employs a model portfolio approach with a weekly Investment Committee focusing on disciplined asset allocation, tax-efficient placement, and limited individual stock selection.