Jay Pluimer is a financial advisor at Flourish Wealth Management Inc. in Edina, MN, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Flourish Wealth Management since 2016 and worked previously at Stanton Investment Services, Inc. from 2004 to 2005. Outside of his advisory role, he co-owns rental property in California as a sole proprietor. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with a comprehensive wealth management approach. The firm emphasizes diversified, low-cost portfolios based on Modern Portfolio Theory and offers customized strategies including tax-sensitive holdings and SRI/ESG options.

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.

Kevin Sienko is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Vessel Wealth Partners and previously worked at City National Bank and RBC Capital Markets, LLC. He serves on the board of directors for Accord, a nonprofit organization. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing a range of analysis methods and AI tools under human oversight.

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 at Hofkin Capital Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Maia Wealth and Farther Finance Advisors. Outside of his advisory role, he serves on the non-profit board of Camp Ramah in Wisconsin and is involved with the Hadar Institute. Hofkin Capital Management is a small, fee-only investment adviser that provides portfolio management and retirement-plan consulting to individuals, trusts, estates, and employer-sponsored plans. The firm employs an equities-focused strategy combining macro and company analysis and uses hedging techniques such as borrowing and short sales to manage risk.

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 credentials and three years of industry experience. His work history includes roles at Kestra Advisory Services, LLC, Solidity Financial LLC, Solidity Tax, LLC, Augsburg University, and U.S. Bancorp Investments, Inc. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm uses a low-cost, passive strategic core supplemented by tactical asset management and emphasizes risk management and fiduciary duty in retirement account advising.

Patrick Sienko is a financial advisor at Vessel Wealth Partners in Mendota Heights, MN, holding Series 63 and Series 65 licenses with 47 years of industry experience. He worked at RBC Capital Markets from 2008 to 2026. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized asset management and financial planning services, utilizing fundamental, technical, quantitative, and portfolio construction techniques, along with artificial-intelligence tools under human oversight.

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 Sr. is a financial advisor at NorthStar Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors Financial Network. He is also a Certified Divorce Financial Analyst and provides services such as financial tracing, lifestyle analysis, and expert witness testimony through Divorce Strategies Group, Inc. NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans, offering personalized wealth management that combines advisor-led guidance with automated ETF portfolios and rebalancing. The firm employs diversified portfolios and advanced tools such as AI-assisted analytics, tax-loss harvesting, and Monte Carlo simulations, and provides 401(k) advisory and donor-advised fund services.

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.

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 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

Michael Wallace is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at White Pine Capital LLC since 2000. He is also a manager member of Itasca Capital Partners, LLC, a limited liability investment partnership. White Pine Capital provides fee-based, discretionary portfolio and wealth management services to institutional clients, family offices, and high-net-worth individuals. The firm employs a combination of active and passive investment strategies across multiple asset classes, tailoring allocations based on clients’ specific financial needs and risk profiles.

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.

Carl Petterson is a financial advisor with Vera Lake Capital, LLC and has been active in the industry since 2010. His prior experience includes 16 years at Sawmill Trust Company and over a decade as a sole proprietor. Petterson is based in Edina, MN. Vera Lake Capital, LLC is an SEC-registered investment adviser serving a limited number of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm manages discretionary portfolios emphasizing low-cost mutual funds and ETFs while incorporating Modern Portfolio Theory and various analytical approaches with a primarily long-term focus.

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.