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.

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.

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.

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 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) 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 has previously worked at LPL Financial and Northwestern Mutual, among other firms. Outside of her advisory role, she is involved with The Aliveness Project. Forethought Planning serves individual clients with comprehensive financial planning and consulting, offering one-time plans, ongoing planning packages, educational seminars, and a technology subscription with on-demand courses. The firm focuses on cash flow analysis, risk management, tax and estate considerations, and investment analysis within a holistic planning framework rather than discretionary portfolio management.

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.