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.

Ralph Harrison is the sole advisor at Harrison Capital Management LLC, an independent registered investment adviser based in Minnetrista, MN. He holds a Series 63 designation and has 42 years of industry experience, including nine years at Wunderlich Securities. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board. Harrison Capital Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using individual stocks, bonds, ETFs, and no-load funds, managing accounts directly with a focus on retirement advice and maintaining a concentrated client base of approximately $30 million in assets under management.

Jon Brusven is a CFA® charterholder and the sole advisor at Longship Advisers, LLC, with 12 years of industry experience. He has led Longship Advisers since 2002. In addition to his advisory role, Brusven serves on the boards of several non-investment-related organizations, including a waste-to-energy company and early-stage medical device firms, and acts as financial advisor to the board of USA Energy Group LLC. Longship Advisers, LLC provides third-party investment manager selection and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily in a non-discretionary, consultative capacity, focusing on manager selection and monitoring rather than direct portfolio management, and does not take custody or voting proxies for clients.

Aimee Hatlestad is a CFP® with 12 years of industry experience and is the principal advisor at The Hatlestad Group. She previously worked at Bond & Devick Wealth Partners and Bgm Trunorth Wealth Partners, Llc. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and fiduciary entities. The firm employs a variety of analytical methods to tailor portfolios to client objectives and risk tolerance, offering both discretionary and non-discretionary services.

Donovan Carson is the sole advisor at Carson Capital, an independent registered investment adviser based in St. Louis Park, MN. He holds a Series 65 credential and has four years of industry experience. In addition to his advisory role, he serves as a Senior Product Owner at UnitedHealthGroup and owns a property management business. Carson Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth households, trusts, nonprofits, and businesses. The firm employs a planning-based, risk-tranche approach to portfolio construction, combining fundamental research with technical and quantitative methods, and offers complementary services such as held-away account oversight and educational seminars.

Bradley Hesselberg is a financial advisor with Sword and Shield Solutions LLC in Savage, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at several related firms, including Gradient Investments, LLC and Gradient Wealth Management. In addition to his advisory role, he maintains an insurance practice. Sword and Shield Solutions LLC is a registered investment adviser offering non-discretionary asset management, financial planning, and consulting services, with an investment approach tailored to client objectives and risk tolerance. The firm also evaluates third-party managers and provides ongoing portfolio monitoring and liaison services.

Joseph De Ziel is a financial advisor at TrustMerit Capital with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Edward Jones. TrustMerit Capital provides discretionary portfolio management and investment advice to individual and high-net-worth clients, tailoring Investment Policy Statements to each client’s goals and risk tolerance. The firm manages approximately $23.4 million across about 26 accounts, using a combination of fundamental, quantitative, and technical analysis with a long-term trading approach.

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.

Curtis La Chappelle is a CFA® charterholder based in Edina, MN, affiliated with Vera Lake Capital, LLC. He holds a Series 63 license and has experience as the sole advisor at his independent firm. Vera Lake Capital, LLC provides discretionary and non-discretionary asset management services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a broad range of investment strategies, including technical analysis, Modern Portfolio Theory, and access to alternative investments, allowing customized portfolios based on client goals and risk tolerances.

Konnor Tranoris is a CFP® professional with eight years of experience in financial advising, currently serving as the sole advisor at Wealth Den Financial. His prior experience includes roles at Wealth Enhancement Group, LPL Financial, and The Vanguard Group. Outside of his advisory practice, he works as an independent contractor for Varsity Tutors. Wealth Den Financial is an independent, state-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, supplemented by fundamental analysis for select securities, and offers both managed accounts and recommendations 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 a financial advisor at Fiduciary Wealth in Bloomington, MN, holding Series 63 and Series 65 designations with 42 years of industry experience. He has worked at Safe Harbor Capital Management LLC since 2012. Fiduciary Wealth provides discretionary investment management and advisory services to individual clients seeking long-term growth with moderate to aggressive risk tolerance. The firm constructs concentrated, non-diversified portfolios primarily invested in exchange-traded equity securities, employing technical, quantitative, and cyclical analysis, with strategies that may include trading and option transactions.

Jed Otteson is a financial advisor at Bridgehaven Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bridgehaven since 2019, following a period of self-employment and 15 years at Whitebox Advisors. Bridgehaven Capital Management provides discretionary asset management and financial planning services primarily for individual and high-net-worth clients. The firm develops customized investment programs aligned with clients’ goals and risk tolerance, combining fundamental research with technical analysis, and offers ongoing portfolio management alongside tailored planning in areas such as retirement, tax, estate, education, and business exit strategies.

Hello! I’m Laura Seymour, the founder of TorchLight Financial. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoy working with clients transitioning into retirement or already retired. I’ve been working in the financial planning industry since 2007 and founded TorchLight in 2011. I have worked with hundreds of clients over the last 15 years to navigate the path to retirement as well as general financial considerations. It is my goal to use clear language versus “financial terms” to help people understand concepts and considerations related to financial choices. By offering comprehensive advice as well as ongoing investment management, I can truly know you and become a trusted partner in your decisions and journey. I grew up on a dairy farm in rural Minnesota (near Willmar) with loving parents who may not have had a lot of money but really stressed personal responsibility and integrity. I value authentic, genuine relationships with people and am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. Shannon, my life partner, and I traveled to Ireland (he’s 100% Irish!) in March 2023. We have experienced Maui, Puerto Vallarta, and Turks & Caicos. Up next: Europe in the fall (2024) and a Tour de France trip in 2025. Leading a weekly women’s cycling group and logging as many miles on my Bianchi Infinito as possible is one of my favorite summertime activities in Minnesota.

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.

Michelle Leisen is a CERTIFIED FINANCIAL PLANNER™ at Wealth Planning Group LLC in Minnetonka, MN, with 15 years of industry experience. She has been with Wealth Planning Group since 2015. In addition to her advisory role, she is a principal at Divorce Smart LLC, a Certified Divorce Financial Analyst business assisting clients through the divorce process. Wealth Planning Group LLC provides discretionary asset management and financial planning primarily for individual clients and retirement accounts. The firm uses fundamental analysis and a variety of market sources to guide investment decisions and offers services including portfolio management, retirement and education planning, and management of variable annuity and life contracts.

Lindy Venustus is a CFP® with 11 years of industry experience, currently operating through Create, LLC in Bloomington, MN. She has worked with firms including Origin Financial and LifePlan by LegalZoom, and also provides contract financial planning advice to clients of Origin Financial. Outside of advisory work, Ms. Venustus is an artist and author, participates in the Minnesota Watercolor Society, volunteers on the Minneapolis Quaker Friends Death and Dying Committee, and is active in Toastmasters. Create, LLC serves younger, well-compensated individuals and families, often with employer stock or career transition needs, offering fee-only comprehensive financial planning and portfolio management via the Betterment platform. The firm emphasizes long-term, passive, diversified investment strategies with a documented planning process and distinctive services such as group education workshops and family-governance planning.

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.