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.

Patrick O'Leary is a financial advisor with Bane O'Leary LLC in Bloomington, MN, holding a Series 66 designation and 22 years of industry experience. He has worked at Bane O'Leary LLC since 2017 and previously at Barber Financial Group. In addition to his advisory role, he operates as a sole proprietor providing insurance sales and services, including presenting illustrations and preparing applications. Bane O’Leary LLC manages approximately $85 million for about 166 primarily individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services. The firm utilizes model portfolios based on fundamental and technical analysis, with regular reviews and formal client reporting, and provides educational seminars and detailed Social Security and tax planning reports.

James Bryan Jr. is a CFP® and ChFC® with 13 years of industry experience. He is currently with Hyland Lake Partners and has previously worked at Northwest Asset Management, Cahill Financial Advisors, Bluestone Wealth Strategies, and Ameriprise. He maintains ownership of Bluestone Wealth Strategies, Inc., a separate entity that does not provide investment advisory services. Hyland Lake Partners is a fee-only investment adviser serving individuals, families, corporations, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, managing approximately $105 million in assets across about 79 client relationships.

Kristin Garrett is a CFP® and Series 66 credentialed financial advisor at Financial Empowerment LLC with eight years of industry experience. She has been with Financial Empowerment since 2015, where she currently serves as one of two advisors at the firm. Financial Empowerment LLC provides financial planning, investment supervisory services, and consulting primarily to individual clients, including high-net-worth households. The firm combines comprehensive written financial plans with ongoing portfolio management through both customized discretionary portfolios and a model-driven ETF program, managing approximately $104 million for about 90 clients.

Christopher Dougall is a CFA® charterholder with 12 years of industry experience. He has been with C.C. Dunnavan & Co., Inc. since 2001. C.C. Dunnavan & Co. manages approximately $393 million for around 228 clients, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of charting, fundamental and technical analysis, offering both long- and short-term trading strategies across various asset classes, with all portfolios managed internally and reviewed quarterly.

Nicole Tietel is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at CRI Securities Inc, North Star Consultants, Winter & Associates Inc, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Since 2015, she has also authored a book and serves as a trustee for a family trust. Additionally, she is co-owner of a commercial real estate holding company and participates as a committee member for a land and river watershed preservation foundation. Winter & Associates, Inc. provides asset management, financial planning, and consulting services to individuals, families, trusts, estates, and small businesses. The firm constructs tailored portfolios using fundamental analysis within a strategic asset allocation framework and manages approximately $179.7 million in client assets.

Michael Bischoff is a CFP® certified financial advisor with 12 years of industry experience. He has been with Webb Financial Group in Bloomington, MN, since 1997. Webb Financial Group serves individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives with wealth management, investment advisory, and standalone financial planning services. The firm manages over $371 million in assets and employs a client-centered process that includes goal setting, risk assessment, and portfolio management using a range of investment vehicles.

Robert Regan is a financial advisor at Regan Investments, Inc. in Minneapolis, MN, with eight years of industry experience. He holds a Series 65 designation and has been with Regan Investments since 2002. Regan Investments provides discretionary portfolio management primarily to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships, generally serving non-high-net-worth clients. The firm employs a top-down investment process integrating various analytical methods and offers portfolios including equities, fixed income, commodities, currencies, and alternative exposures.

Stephen Kairies is a financial advisor at Access Financial Services, Inc. with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at FSC Securities Corporation and The Northwestern Mutual Life Insurance Company, where he has served since 1991. Access Financial Services, Inc. provides discretionary and non-discretionary portfolio management, ERISA plan services, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a top-down, global multi-asset approach incorporating fundamental and technical analysis, and is notable for including ETNs and margin accounts in client portfolios.

David Denniston is a CFA charterholder with 22 years of experience in the financial industry. He is currently a financial advisor at Centurion Financial Strategies LLC, where he has worked since 2021. In addition to his advisory role, Denniston is involved in several entrepreneurial ventures, including serving as president of multiple real estate companies and owning a mastermind event called Land Unconference. Centurion Financial Strategies provides tailored investment advice and portfolio management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs fundamental and technical analysis alongside asset-allocation principles to manage portfolios consisting of mutual funds, ETFs, individual equities, and other instruments.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Amy Artiga is a CFP® with four years of experience and has been with Guide Financial Planning since 2019. Prior to joining the firm, she worked at Indigo Marketing Agency and spent several years as a homemaker. Outside of her advisory role, she owns Pastor's Wallet, where she writes blog posts, publishes books, and conducts webinars. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm integrates fundamental, technical, cyclical, and charting analyses into client-specific investment policies and manages portfolios on a discretionary basis aligned with client objectives and risk tolerance.

Richard Hall is a CFP® professional with 27 years of industry experience. He has worked at Pitzl Financial since 2018 and previously spent nine years at Merrill. Pitzl Financial provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, using diversified, passively managed asset-class mutual funds supplemented by ETFs or individual securities, supported by portfolio modeling and Monte Carlo analysis.

Laura Biermann is a CFP® professional with 21 years at Legacy Financial Advisors Corporation and nine years of industry experience. She is based in Bloomington, MN, and is also licensed as an insurance agent, dedicating part of her time to the sale of various insurance products. Legacy Financial Advisors Corporation, founded in 1996, provides portfolio and wealth management, private money manager selection, and financial, retirement, and estate planning services to individuals, family trusts, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, managing most client assets on a discretionary basis.

Mark Alevizos is a financial advisor at Wealthspring Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Wealthspring Advisors since 2008. Wealthspring Advisors is a small, fee-only firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides investment management, financial planning, and estate-planning document facilitation, utilizing both fundamental and technical analysis and integrating third-party manager programs and the Altruist custodial platform.

Calvin Treichler is a CFP® professional with four years of industry experience. He has worked at Guide Financial Planning since 2017, with a three-year period at Fure Financial Corporation from 2018 to 2021. Prior to his advisory roles, he spent seven years at the University of Minnesota's Carlson School of Management. Guide Financial Planning provides comprehensive and project-based financial planning and discretionary portfolio management primarily to individuals and high-net-worth clients. The firm combines fundamental, technical, cyclical, and charting analyses to tailor investment policies and manages accounts on a discretionary basis, requiring ongoing planning engagements for investment management services.

Brian Lahr is a financial advisor at One Life Financial Group, Inc. with 13 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including Clover Financial Technologies, LLC, AdvisorNet Wealth Partners, and Cetera Wealth Services, LLC. Outside of his advisory role, he is involved with the Lahr Family Farm. One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $118 million in discretionary assets and customizes investment programs based on client goals, time horizons, and risk tolerance using fundamental, technical, and cyclical analysis.

Steven Carlson is a financial advisor at Keystone Wealth Advisors, Incorporated with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Keystone since 2010. Keystone Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment management, and ERISA plan advisory services, managing approximately $201 million in client assets with a predominantly non-discretionary approach.

Jayden Shultz is a financial advisor at Flourish Wealth Management Inc. with experience at Northwestern Mutual and a background that includes roles at the University of St. Thomas and Hill Murray. He holds a Series 65 designation and has been in the industry since 2022. Flourish Wealth Management serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with comprehensive wealth and investment management services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs, and incorporates client-specific strategies such as SRI/ESG on request.