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 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.

Laura Maksymkow is a financial advisor at B&E Investment Advisers, Inc. with 28 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at B&E Investment Advisers since 2019 as well as Valmark Securities since 2008. Outside of her advisory career, she is a general member and part-owner of South-Pit LLC, a gravel pit operation in Grand Rapids, MN. B&E Investment Advisers provides financial planning, non-discretionary asset management, third-party money-manager programs, and pension consulting to individuals, trusts, estates, and institutional clients. The firm employs targeted asset-allocation models and third-party platforms for portfolio construction and management, serving approximately 359 client relationships through three advisors.

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.

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.

Darin Beckering is a CFP® with 22 years of industry experience, currently serving as an advisor at Elevation Wealth Management. His career includes roles at Halo Investing Insurance Services, Wingman Strategic Partners, Crest Risk Management, and TD Ameritrade. He is also a board member of Avail Academy, a nonprofit organization. Elevation Wealth Management provides investment management and financial planning to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and offers discretionary portfolio management along with employee benefit plan consulting.

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.

Christopher Gerber is a CFA® charterholder with 42 years of industry experience. He is currently with FIDERE Advisors in Minnetonka, MN, and has previously worked at Kaplan, Inc., Strategic Wealth Group Registered Investment Advisor, LLC, and LPL Financial, LLC. Outside of his advisory work, he is involved in photography through his business, Beautiful Light, LLC. FIDERE Advisors provides comprehensive advisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm emphasizes long-term strategic portfolio allocation, primarily using mutual funds and ETFs, and offers financial planning, discretionary portfolio management, family-office and business advisory, and insurance advisory services.

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 a Series 66 designation and has worked at Arbor Point Advisors, Securities America, Inc., and United Advisors. Outside of her advisory role, she facilitates ethical will writing workshops and serves on the board of directors for the Minnesota Sinfonia. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a blend of cyclical and quantitative analysis using both passive and active investment strategies, often incorporating ETFs, and offers customized model portfolios through a managed-account platform.

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.

Hi! I’m Natalie Slagle, CFP®. I co-founded Fyooz Financial Planning 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) Co-Host of the Money Dates podcast Media Mentions: New York Times, Wall Street Journal, and CNN

Jared Johnson is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 65 designation with three years of industry experience. He previously worked at Trust Point Inc. and spent four years in full-time education before joining Echo Wealth Management in 2018. Echo Wealth Management provides discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, participant-directed retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing factor-based exposures and using ETFs, institutional mutual funds, option-based strategies, and structured notes as part of its risk management and return enhancement.

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.

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 operated Holker Law Offices, PLLC as an estate planning attorney since 2006. Holker is also involved in real estate development through Ray Creek Development, LLC and Ray Creek, LLC. New Generation Wealth Management provides fee-based financial planning and consulting primarily to individual clients, preparing tailored financial plans and coordinating with third-party managers to implement investment strategies without directly managing client assets.