Jeffrey Lohmeyer

Peter Melsness is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Superior Financial, LLC since 2008. The firm provides fee-only financial planning and investment advisory services to individual and high-net-worth clients, emphasizing strategic asset allocation, broad diversification, and tax-efficient investments. Superior Financial manages approximately $112 million in discretionary assets and offers tailored planning solutions for higher-income clients with limited investable assets.

Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.

Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Matthew Elliott is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Pulse Financial Planning, an independent firm he has led since 2019. Prior to founding Pulse Financial Planning, Elliott worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning serves individual and higher-net-worth clients, offering discretionary portfolio management and subscription-based financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, focusing on diversified asset-class funds and client-specific asset allocation.

William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. 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 access to sub-advisors and third-party managers.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.