Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

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.

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

As the CEO and CIO of Allodium Investment Consultants, I lead our team in providing comprehensive wealth management to our clients. I hold the CFP®, CFA®, and AIF® designations and have been with Allodium since 2015. We are an employee-owned firm that was created to simplify and improve the financial lives of our clients. As a fee-only firm, we provide objective investment advice that is not biased by the sale of commission-based products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Peter O'Brien is a financial advisor with MPM Financial Corporation in Maplewood, MN. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Voya Financial Advisors. Outside of his advisory work, he is also a licensed insurance agent involved in the sale of fixed insurance products. MPM Financial Corporation provides discretionary asset management primarily for individual investors and qualified retirement plans, including limited-scope ERISA 3(21) fiduciary support. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and employs third-party model managers and UMA platforms as part of its investment approach.

Justin Munger is a financial advisor at VIP Financial Associates with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Sawtooth Asset Management and Sawtooth Solutions before joining Premier Capital Management, LLC dba VIP Financial Associates in 2016. Outside of advising, he owns Premier Pet Services, LLC, a pet sitting and cleanup service, and has been involved as an independent life and health insurance agent since 2002. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes individualized asset allocation using fundamental and technical analysis and relies on third-party model managers and due diligence services for portfolio construction and monitoring.

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.

James Linnett is a financial advisor with LinnHavn Wealth Advisors LLC and holds a Series 65 designation. He has 15 years of industry experience, including a prior role at Ascent Private Capital Management of U.S. Bank. In addition to his advisory work, Linnett maintains an active law practice at Linnett Law LLC. LinnHavn Wealth Advisors LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm offers discretionary asset management and fixed-fee wealth planning, tailoring portfolios to client goals and employing both fundamental and technical analysis. It also engages sub-advisors and retains authority to appoint other investment advisors, distinguishing itself through its affiliation with a separate legal practice and its approach to selecting third-party advisers.

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.

Paula Lilly is a financial advisor at Ramsey Hill Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ramsey Hill since 2011. Outside of her advisory role, she is a non-voting member of Mojave Color, LLC, a technology and software development company. Ramsey Hill Asset Management provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and uses long- and short-term trading strategies to build individualized portfolios aligned with clients’ objectives.

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.

I’m a financial planner who helps tech professionals with equity compensation take control of their finances and design a life that feels truly authentic. Life isn’t just about numbers or following a traditional path. It’s about figuring out what you really want and building a plan to get there. That’s why I started Authentic Life Financial Planning, to help people align their finances with their life, whether that means retiring early, launching a new career, or simply feeling more confident about your future. I offer personalized, one-time financial plans and ongoing planning services, helping people navigate the complexities of equity compensation, tax strategies, cash flow, and more, all with the goal of creating a life you love. When I’m not working with clients, you’ll find me sailing, checking out live music, or planning my next travel adventure with my wife Annie and our son. We live in Minneapolis, MN and serve clients virtually across the U.S. If you’re ready to explore what’s possible with your finances, I’d love to chat!

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.

Britt Clanton is the principal of Clanton Financial Partners, LLC in Saint Paul, MN, with 21 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and Transamerica-affiliated firms. Outside of his advisory role, Clanton serves as Chief Financial Officer for Visibility Innovations, providing financial consulting services. Clanton Financial Partners is a state-registered investment adviser offering customized investment management and retirement-plan advisory services to individuals, high-net-worth clients, and ERISA retirement plans. The firm utilizes fundamental analysis with a primarily long-term investment strategy while allowing tactical adjustments and sponsors a wrap-fee program that consolidates custodial, trading, and administrative costs.

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 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.

John Bernstein is the sole advisor at Bernstein Financial Advisory in Minneapolis, MN, holding a Series 65 credential with seven years of industry experience. He founded and has operated the firm since 2019, with a prior three-year period away from the industry. Bernstein Financial Advisory provides portfolio management and financial planning services tailored to individuals, high-net-worth clients, entrepreneurs, small business owners, charitable organizations, and other business entities. The firm employs fundamental analysis, long-term purchase strategies, and option writing, offering both discretionary and non-discretionary account management, as well as free public educational seminars and workshops.