Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Aimee Hatlestad is a CFP® with 12 years of industry experience, currently leading The Hatlestad Group since 2018. Prior to founding her firm, she worked at Bond & Devick Wealth Partners and BGM Wealth Management. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and fiduciary entities. The firm customizes portfolios using a range of analytical methods and offers services on both discretionary and non-discretionary bases.

Bradley Hesselberg is the principal advisor at Sword and Shield Solutions LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Gradient Investments, LLC and Gradient Wealth Management. Outside of advisory work, he is a licensed insurance agent. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, primarily serving a single client. The firm employs client-approved investment strategies involving fundamental, technical, charting, and cyclical analysis, and may recommend and monitor third-party managers for client portfolios.

Joseph De Ziel is a financial advisor at TrustMerit Capital with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Ameriprise Financial Services. De Ziel has managed his own firm, TrustMerit Capital, since 2021. TrustMerit Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, creating tailored Investment Policy Statements based on clients’ income, tax considerations, time horizons, and risk tolerance. The firm uses a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory to guide long-term allocation decisions and implements portfolios under discretionary authority.

Kevin Boyd is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at UBS Financial Services, Inc. for 10 years before founding KMB Wealth Management, LLC in 2020. The firm provides investment advisory services to individuals, high-net-worth individuals, and small businesses through a wrap fee investment program that combines financial planning, portfolio management, and brokerage transactional services. KMB Wealth Management employs a Core + Satellite investment approach, blending indexed funds with actively managed positions, and integrates comprehensive financial planning tailored to client objectives.

Scott Langguth is a financial advisor with Strategic Finance & Management, LLC in Prior Lake, MN. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including a prior role at SPC. Outside of his advisory work, he assists with tax preparation for family members. Strategic Finance & Management, LLC is a small independent advisory firm serving individuals and various institutional clients. The firm offers investment management, financial planning, consulting, and estate management, using a mix of analytical approaches to portfolio construction and providing educational seminars.

Dalton Pierce is the sole advisor at Bluenose Wealth LLC in South Minneapolis, MN. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to founding Bluenose Wealth LLC, he worked at Northwestern Mutual in various roles from 2024 to 2026 and served six years in the U.S. Navy. He is also affiliated with the University of Minnesota since 2023. Bluenose Wealth serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, primarily using a passive investment approach through index mutual funds and ETFs. The firm focuses on tailored financial plans covering retirement, tax, estate, business planning, and insurance reviews.

Robert Davis is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Financial Compass Corporation since 2005. He has also maintained a role as an insurance agent with various carriers since 1998. Financial Compass Corporation provides investment management, financial planning, and consulting primarily to individual clients, focusing on households below the high-net-worth level. The firm employs a long-term, suitability-driven approach that includes portfolio construction with mutual funds and ETFs, discretionary trading authority, and regular review of third-party managed accounts.

I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there? So, what's important to me: spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals. My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values. A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.

Curtis Purington is the sole advisor at Fiduciary Wealth in Bloomington, MN, holding Series 63 and Series 65 licenses with 42 years of industry experience. His prior roles include positions at Safe Harbor Capital Management, Oppenheimer, and Wells Fargo Investments. Fiduciary Wealth provides discretionary investment management primarily to individual clients with moderate to aggressive risk tolerances and long-term investment horizons. The firm emphasizes concentrated, non-diversified equity portfolios using a combination of technical, cyclical, quantitative, and fundamental analysis, along with option strategies, under discretionary authority.

Jed Otteson is the sole advisor at Bridgehaven Capital Management LLC, an independent firm based in Excelsior, MN. He holds a Series 65 designation and has six years of industry experience, including three years as a self-employed advisor before founding Bridgehaven in 2019. Bridgehaven Capital Management LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm operates with a small client roster, using a combination of fundamental, technical, and charting analysis to guide investment decisions, while offering tailored retirement, legacy, tax, and cash-flow planning.

Hi! I'm Laura Seymour, CFP® and founder of TorchLight Financial. I founded TorchLight in 2011 and have over 17 years of experience helping retirees and pre-retirees navigate one of life's most important financial transitions. My clients are typically asking: Can I afford to retire, and when? Will my money last? Is my plan optimized? It is my goal to use clear language to help educate you about financial concepts to enable you to make the best decisions for YOUR life. I provide comprehensive advice tailored to your personal situation and goals - no cookie cutter plans or advice allowed! I want to be a trusted partner for your financial life journey. Clients can work with me in two ways: Wealth Management: ongoing holistic comprehensive planning advice partnered with professional investment management services Consulting Planning Services: comprehensive financial planning advice on a consulting basis (planning recommendations provided but you execute the trades and don't have to move your assets) I grew up on a dairy farm in western Minnesota (near Willmar) as the eldest daughter. I put myself through college, have been a lifelong learner and I value authentic, genuine relationships. I am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. I have been lucky enough to travel widely and love how it broadens my perspective. Shannon (my life partner) and I want to go on a Tour de France bicycle trip and climb Mont Ventoux (even though he will always beat me up the hills!). Enjoying Minnesota summers on my Bianchi Infinito and heading to a local brewery with friends are my favorite summer activities. Please reach out and share more about yourself! I'd love the opportunity to learn more about you.

Lee (Leroy) Wenzel is the sole advisor at Wenzel Analytics, Inc., an independent firm based in Eden Prairie, MN. He holds a Series 65 designation and has seven years of industry experience, while leading Wenzel Analytics since 2001. The firm is notable for publicly disclosing full performance results and conducting educational outreach, including hosting a monthly Investment Insights discussion group at a senior center. Wenzel Analytics serves individual households through discretionary portfolio management across various account types, emphasizing continual evaluation and active trading with a limited set of ETFs. Client communication focuses on quarterly reporting and ongoing contact, with financial planning provided incidentally.

John Tenley is a financial advisor at Summit Advisor Group with 20 years of industry experience. He holds a Series 66 designation and has worked previously at SNS Financial Group, LLC and Ameriprise. Summit Advisor Group is an independent firm providing discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm focuses on passive portfolio construction using low-cost index mutual funds and ETFs in accordance with client-specific investment policy statements, and it offers a subscription-style planning service with written plans and annual reviews.

Michelle Leisen is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Wealth Planning Group LLC since 2015. She previously worked at Fidelity in two separate periods totaling five years. Michelle is also the principal of Divorce Smart LLC, a certified divorce financial analyst business that assists clients through the divorce process. Wealth Planning Group LLC provides discretionary investment management and financial planning primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm’s investment approach incorporates fundamental analysis and offers services ranging from long-term holdings to option strategies, managing approximately $38.7 million for about 83 clients under a sole-owner structure.

Lindy Venustus is a CFP® with 11 years of industry experience and is the sole advisor at Create, LLC. Her background includes roles at Origin Financial and several other financial firms, alongside diverse experiences such as working for the 2020 US Census and Rover.com. Outside of her advisory work, she is an artist and author, a member of the Minnesota Watercolor Society, participates in Toastmasters, and volunteers on the Death and Dying Committee of the Minneapolis Quaker Friends. Create, LLC serves younger, well-compensated individuals and families, often focusing on clients with employer stock or those planning career transitions. The firm offers fee-only comprehensive financial planning and portfolio management through the Betterment platform, emphasizing long-term, passive, diversified investments with options for socially responsible investing and providing group education workshops and family-governance services.

Kevin Kruger is the sole advisor at Kruger Wealth Management, Inc. in Bloomington, MN, with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at his current firm since 2017, having previously been with SII Investments, Inc. from 2013 to 2017. In addition to his advisory work, he is licensed as an independent insurance agent specializing in fixed insurance products. Kruger Wealth Management serves individuals and small business owners by identifying investment objectives and referring clients to independent third-party advisory firms for asset management. The firm provides written financial plans and hosts no-fee public educational workshops, focusing on long-term investment strategies through a solicitor/referral model.

Charles Gitau is a CFP® and Series 65-licensed financial advisor with 9 years of industry experience. He leads Oakfort Wealth Partners, also known as Gitau Financial Advisors, where he has been active since 2014. In addition to advisory work, he provides tax consulting services as a sole proprietor and is a licensed insurance agent. Oakfort Wealth Partners offers portfolio management and financial planning to individuals, small businesses, trusts, and foundations. The firm employs a strategic asset allocation process with a core-and-satellite approach and integrates fundamental, technical, cyclical, and charting analysis to manage client portfolios.

Joshua Mckinley is a financial advisor at Twig Asset Management, LLC, with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Third Seven Capital, LLC, AEI Fund Management, and The Mutual Fund Store. Mckinley is the sole owner of Twig Asset Management and provides ad hoc financial planning advice to certain clients outside of his primary advisory roles. Twig Asset Management serves individual and high-net-worth clients, offering asset management and investment advisory services that include portfolio construction using mutual funds, ETFs, equities, fixed income, and Delaware Statutory Trusts for 1031 like-kind exchanges. The firm emphasizes tailored model allocations with active management and periodic portfolio rebalancing, alongside specialized consulting in 1031 exchange transactions.

My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring