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.

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.

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.

Olivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.

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.

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.

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.

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.

Zachary Miller is a CFP® with five years of industry experience, currently serving at Upstream Financial Advisors LLC since 2023. He previously worked at Miller Wealth Management LLC and Avantax Advisory Services from 2021 to 2024 and has operated Miller Tax & Consulting PLLC since 2015. Miller is also the sole owner of an inactive financial advisory practice registered as Miller Tax & Consulting PLLC. Upstream Financial Advisors LLC serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and tax preparation services. The firm employs an asset allocation approach blending passive and active strategies and incorporates ESG and commodity-linked investments upon client request.

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.

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.

Samuel Glubka is a financial advisor at Trademark Financial Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Carlson Capital Management, LLC, LoCorr Funds, and The Bulldog Fund LLC. He also spent four years at the University of Minnesota Duluth Labovitz School of Business & Economics. Trademark Financial Management provides personalized investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm uses a tactical asset allocation approach supported by fundamental and technical analysis and offers multiple service models, including portfolio management and consulting engagements.

Emily Hokanson is a financial advisor at Abens Financial Services Inc with 11 years of industry experience. She holds Series 65 and Series 66 licenses. Her professional background includes roles at Vivent Solutions and APW Capital, Inc. Outside of advising, she is involved as a chef, sales, and CFO for a culinary business called EMI-CO. Abens Financial Services manages approximately $120 million for individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and financial and business planning, utilizing fundamental, technical, and sentiment analysis to guide investment decisions.