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.

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.

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

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.

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Ryan King is a financial advisor at RGA Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pine Bluffs Capital Management and Harris Williams. Outside of his advisory role, he is a principal in a small multifamily rental real estate investment LLC. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a growth-at-a-reasonable-price (GARP) approach through a multi-disciplinary process and manages both separately managed accounts and private pooled funds with flexible, opportunistic mandates.

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.

Mark Trumble is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Process Design Capital Management since 2017 and previously spent 16 years at Emergent Financial Group Inc. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical methods and offers ERISA retirement plan services, including both advisory and investment manager roles.

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at the University of Wisconsin Eau Claire and Schaeffer Academy. Lifetime Wealth Management provides financial planning and investment management services primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Michael Black is a financial advisor at Ataraxis Financial, LLC in Rochester, MN, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ataraxis Financial since 2010, including a brief period at Waddell & Reed and various insurance carriers. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management. The firm manages approximately $42 million in client assets using a non-discretionary approach and emphasizes strategic allocation between equities and bonds, typically recommending exchange-traded funds and investment-grade bonds.

Dayton Miller is a Series 65-licensed financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at Metro Net and Infinity Solar and attended the University of Wisconsin Eau Claire. Outside of advising, he manages rental properties as an owner and CEO. Lifetime Wealth Management provides financial planning and investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification across various service levels.

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.

Lauren Brown is a CFP® with 11 years of experience in financial advising. She is currently with Fiat Wealth Management and has previously worked at 360 Financial, LPL Financial, CONCOURSE FINANCIAL, and Transamerica Financial Advisors. Lauren has also operated Innovate Financial Inc. for ten years. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning, discretionary portfolio management, and pension consulting. The firm manages approximately $370 million in assets using a model-driven advisory approach and emphasizes tax-aware planning and fiduciary oversight under ERISA when applicable.

Nathan Lovik is a CFP® professional with 13 years of experience in financial advising. He is currently with Strategic Asset Management LLC and has worked at several firms including First Citizens Bank and PEAK Brokerage Services. Outside of advising, he co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need, and serves on the committee of Exercisabilities, another nonprofit. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through portfolio management and financial planning. The firm operates a ten-advisor team, managing approximately $218 million in discretionary assets, and employs a multi-office approach with a mix of fundamental, quantitative, and technical analyses to guide its investment strategies.

Jack Zinser is a CFP® and Series 65-registered advisor with Fortress Financial Group, LLC in Rochester, MN, where he has worked since 2023. He has two years of industry experience, including a brief period at Hamilton Real Estate Group. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, constructing customized portfolios primarily with diversified mutual funds and ETFs, and employs both fundamental and technical analysis with ongoing account monitoring.

Luke Kroeplin is a financial advisor at Fortress Financial Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bank, U.S. Bancorp Investments, First Alliance Credit Union, and Wells Fargo. Outside of his advisory role, Kroeplin is a Master Sergeant in the United States Air Force Reserves and a Fire Civil Service Commissioner in Rochester, MN. He is also a 19% owner of True North Athletics, a local batting cage franchise. Fortress Financial Group serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing wealth management, financial planning, and retirement-plan advice. The firm manages approximately $303.7 million on a discretionary basis and constructs customized portfolios primarily using diversified mutual funds and ETFs, employing both fundamental and technical analysis.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Jacob Hagen Erickson is a financial advisor with Fortress Financial Group, LLC in Rochester, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Fortress, he worked at Thrivent Investment Management Inc. and Premier Bank Minnesota. Erickson is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Fortress Financial Group provides wealth management, portfolio management, financial planning, and retirement-plan advice to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $303.7 million on a discretionary basis for about 300 clients, offering customized, primarily long-term portfolios constructed using diversified mutual funds, ETFs, and other securities.

Adam Rainey is a CFP® with 11 years of industry experience, currently serving as an advisor at Star Capital Inc. in Rochester, MN. He has worked at Star Capital since 2016 and also holds a role with Strategic Asset Management beginning in 2024. Outside of his advisory duties, Rainey is involved in financial planning through Strategic Retirement Solutions and conducts insurance business under My Life Guys. Star Capital serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a variety of focused model portfolios and allocation strategies, including a performance-based options overlay strategy alongside traditional asset management accounts.