Berthel Olsen is a CFP® professional with 18 years of industry experience, currently serving at Keystone Wealth Advisors, Incorporated since 2010. He holds a Series 66 license and is based in Minneapolis, MN. Keystone Wealth Advisors provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on IPS-driven portfolios managed predominantly on a non-discretionary basis, emphasizing client or plan-sponsor approval before executing transactions.

Scott Billeadeau is a CFA® charterholder with 11 years of industry experience, currently serving at Walrus Partners, LLC since 2014. He holds multiple investment committee roles, including membership on the Archdiocese of Saint Paul and Minnesota Pension Board of Trustees and the Catholic Community Foundation of Minnesota, as well as chairing the Investment Review Committee for Nativity of Our Lord Catholic Church. Walrus Partners, LLC provides portfolio management and investment supervisory services to individuals, high-net-worth clients, family offices, and institutional investors. The firm employs fundamental security analysis complemented by market, economic, and technical factors, managing both separately managed accounts and pooled investment vehicles, including a private fund with performance-based incentive compensation.

Sarah Lauber is a CFP® professional with four years of experience at Lottsa Financial Services, Inc. She has worked at Lottsa Financial Services since 2015 and is also employed as a tax preparer at Lottsa Tax and Accounting Services, where she handles tax return preparation, payroll, staff supervision, and bookkeeping. Lottsa Financial Services is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and trusts and estates. The firm emphasizes Modern Portfolio Theory, uses institutional no-load mutual funds and ETFs, and accommodates socially responsible investing preferences through explicit screening.

Matthew Engelmann is a financial advisor with LifeSTAGE Wealth Management, Inc., holding a Series 66 credential and over 20 years of industry experience. He has been with LifeSTAGE since 2016 and also serves as owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management is a state-registered investment adviser serving primarily individual clients and business entities. The firm offers fee-based discretionary investment management, financial planning, and retirement and estate consulting, managing approximately $74.6 million in assets through a two-advisor team.

Thomas Limborg is a CFP® professional with two years of industry experience, currently serving as an advisor at Quarry Hill Advisors. His prior roles include positions at Financial Compass and United Parcel Service. 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 employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and cyclical analysis when appropriate.

Curtis La Chappelle is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Vera Lake Capital, LLC and previously held roles at LoCorr Distributors, THRIVENT Financial, and Sanford C. Bernstein & Co., LLC. Vera Lake Capital, LLC is an SEC-registered investment adviser that provides discretionary investment management and wealth management services to a select group of clients, including trusts, estates, foundations, charitable organizations, businesses, and individuals. The firm employs a diversified investment approach that incorporates Modern Portfolio Theory along with technical, charting, cyclical, and behavioral-finance analysis and offers tailored financial planning engagements.

Craig Ratz is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Calculated Wealth LLC since 2023, following roles at Guncheon Financial, LLC and BMO Harris Bank. Calculated Wealth serves individual and high-net-worth clients as well as small businesses, offering discretionary investment management and comprehensive financial planning across multiple areas. The firm primarily utilizes passive, asset-allocation-driven portfolios combined with tactical strategies based on third-party quantitative models and trend-following analysis.

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.

Joshua Moklestad is a CFP® professional with four years of industry experience, currently serving as an advisor at GEN Financial Management Inc. Prior to his current role starting in 2019, he held positions at Northwestern Mutual Wealth Management Company and Garrett Larson State Farm Agency. GEN Financial Management provides financial planning, investment management, and retirement planning services to executives, business owners, families, and individual investors, typically working with accounts at or above $500,000. The firm utilizes model portfolios overseen by an internal Investment Committee, emphasizing long-term holding, tax-aware implementation, and regular client communications.

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 at Logan Park Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park in 2019. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified mutual funds, ETFs, individual equities, and fixed income, and offers trustee services including trust administration and tax return preparation.

Tyler Abens is a financial advisor with Abens Financial Services Inc in Edina, MN, holding 12 years of industry experience. He has been with Abens Financial Services since 2003 and is also a managing member of Green Forest Capital Management, LLC, a private fund. Abens Financial Services manages approximately $105 million in discretionary assets for individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial and business planning, and consulting services, employing a range of investment strategies that include equities, mutual funds, ETFs, private equity, and derivatives.

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®-credentialed financial advisor with 18 years of industry experience, currently practicing at Quarry Hill Advisors since 2021. His prior experience includes roles at City National Bank, RBC Capital Markets, and Ameriprise. Outside of his advisory work, he serves on the board of Compass Ministries and is a CFP instructor at Kaplan Financial Education. Quarry Hill Advisors offers investment management, retirement-plan consulting, and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented 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.

Great River Financial is a Minneapolis, MN fee-only financial planning firm located in Plymouth serving clients in the Twin Cities area and nationwide. We understand planning for retirement can feel complex and overwhelming. We help simplify it by providing tax-efficient retirement planning and investment management to help people in or near retirement grow and protect their assets through life’s transitions. As fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind, and provide unbiased and trustworthy financial advice.