The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations. The firm emphasizes long-term, balanced portfolios across multiple asset classes and typically operates with discretionary authority while tailoring recommendations to each client’s financial situation.

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, holding a Series 63 designation with 43 years of industry experience. He has led his independent firm since 2001. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board District #277. Harrison Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using exchange-traded funds along with select U.S. mid- to large-cap stocks, following ERISA fiduciary standards for retirement accounts.

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

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.

Donovan Carson is the principal advisor at Carson Capital in St. Louis Park, MN, holding a Series 65 designation with five years of industry experience. He previously worked at UnitedHealthGroup as a Senior Product Owner and is also the owner of True Edge LLC. Carson Capital provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm follows a growth-oriented, data-driven investment process that incorporates risk-based asset allocation and uses a variety of analytical tools, including AI-assisted methods, to coordinate portfolio strategy with clients' financial plans and cash-flow needs.

Bradley Hesselberg is the sole advisor at Sword and Shield Solutions LLC, an independent firm based in Savage, MN. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to founding Sword and Shield Solutions, he worked at Gradient Wealth Management and Gradient Securities, among other firms. He is also a licensed insurance agent and serves as an investment consultant to a third-party manager. Sword and Shield Solutions provides non-discretionary asset management and financial planning services, focusing on client-approved strategies that include fundamental, technical, charting, and cyclical analysis. The firm may recommend third-party managers and monitors their performance while maintaining close involvement with its single client.

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.

Scott Langguth is a financial advisor at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.

Dalton Pierce is a financial advisor at Bluenose Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles for two years. Pierce served in the U.S. Navy from 2017 to 2023 and is currently affiliated with the University of Minnesota. Bluenose Wealth serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning, primarily using a passive investment approach that focuses on index mutual funds and ETFs tailored to clients’ risk tolerance.

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.

Konnor Tranoris is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Wealth Den Financial. He has previously worked with firms including Wealth Enhancement Group and LPL Financial. Outside of advising, he works as an independent contractor for Varsity Tutors. Wealth Den Financial is an independent investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm primarily uses a passive investment approach with selective fundamental analysis and offers both managed accounts and consulting for held-away assets.

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.

The Work Stuff– My name is Ben Smith, and I am the Founder of Cove Financial Planning, a Certified B Corporation focused on comprehensive financial planning and Socially Responsible Investing. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it. Before starting Cove, I worked for several investment companies, and saw just how boring, complex and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals with a singular focus on account size. My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good! The Fun Stuff– I’m originally from Minneapolis and have since lived in Chicago and Milwaukee. My wife Kotryna works in investment banking, and while we aren’t at the office, you can find us hanging with our newborn daughter Frances (Francie) or debating nerdy investment topics over a home-cooked meal and a glass of wine. We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while we both sharpen our tennis skills. We’re proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!) We also travel as often as we can, and we’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process. Visit www.coveplanning.com to learn more and get in touch!

Harry Campbell is a financial advisor at Layline Asset Management Inc in Minnetonka, MN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Layline Asset Management since 2014. Outside of his advisory work, Campbell serves as a director and vice president of the Minnetonka Yacht Club Foundation, a volunteer role with no compensation. Layline Asset Management is an independent, fee-based adviser serving individual investors, trusts, institutions, and other entities. The firm’s investment approach is model-driven and rule-based, using Relative Strength analysis combined with technical, InterMarket, and macro-economic factors to guide tactical portfolio management primarily through exchange-traded funds.