Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.

Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.

Justin Fier is a financial advisor with Couloir Wealth Advisors, Inc. in Welch, MN, holding a Series 65 designation and seven years of industry experience. He has worked previously with Timberland Investment Resources, Pacific Community Ventures, Bluprint Financial, and Couloir Global Investors. Fier serves as a managing director and head of impact at Timberland Investment Resources and is a member of the investment committee for the Catholic Diocese of Oakland. Couloir Wealth Advisors provides advisory services to individuals, including high-net-worth clients, and employer retirement plans. The firm combines fundamental analysis, mutual fund and ETF evaluation, and both passive and active strategies to build client-specific investment policies, offering discretionary management and financial planning that can incorporate ESG approaches when requested.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with firms including Ascension Bay Investments and River City Assets. Outside of advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial provides fee-based financial planning and investment management to individuals, pension plans, charitable organizations, and businesses. The firm utilizes documented investment programs based on client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement plan advisory services.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

Collin Baska is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with one year of industry experience. His prior work experience includes roles at River Valley Power & Sport, Plaas Incorporated, Benedictine Living Community, and Ecumen. Excel Financial provides fee-based financial planning and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-focused investment approach documented in investment policy statements and offers both discretionary and non-discretionary portfolio management.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with five years of industry experience. He previously worked at Optum for five years before joining Excel Financial. Excel Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s approach includes both discretionary and non-discretionary portfolio management tailored to client goals, with investment programs documented in policy statements and reviewed regularly.

Roger Peterson is a CFP® and holds a Series 65 license with seven years of experience in financial advising. He has worked at Peterson Financial Planning since 2018 and previously spent 24 years at Thomson Reuters. He is affiliated with CGN Advisors, LLC, a multi-team firm that serves a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. CGN Advisors offers financial planning, investment consultation, and portfolio supervisory services using a variety of asset-allocation strategies and tax-aware investment vehicles, and it maintains unique governance and service arrangements compared to similar-sized firms.

Alison Lohmann is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018. Prior to that, she worked at Dreamscape Planning and CETERA Advisor Networks LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm emphasizes asset allocation and retirement planning using proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Ashley Lang is a Series 66 registered financial advisor with Edward Jones in Red Wing, MN, with six years at the firm and a total of five years in the industry. Prior to joining Edward Jones, Lang worked for six years at Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated capabilities supported by a large nationwide network of advisors and branch offices.

Todd Rabell O'halloran is a financial advisor with Thrivent Investment Management in Hastings, MN, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he works in the hospitality field as a server and bartender at a local restaurant and as a cook for a food vendor at the Minnesota State Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s services do not include implementation of recommendations and maintain separate planning and managed-account offerings under a consolidated billing option.

Benjamin Kuehni is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has one year of industry experience and has been affiliated with Cambridge Investment Research entities since 2024. His prior work includes roles at the City of Red Wing, Saint John's University, and Red Wing Golf Course. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Jeffrey Strickland is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise and Wells Fargo throughout his career. In addition to advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Tabitha Meyer is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and five years of industry experience. She began her career at Red Wing Stoneware Company before working at Gemini Inc, and has been with Edward Jones since 2019. Outside of her advisory role, she owns and operates a part-time ceramics studio where she creates hand-crafted artisan pieces. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.