Arch Spencer is the sole advisor at Spencer Financial Advisors in Plymouth, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Spencer Financial Advisors since 1999. Spencer Financial Advisors offers portfolio management and investment advice primarily to individual and high-net-worth clients. The firm employs fundamental analysis and a combination of long-term and short-term trading strategies, focusing on equities, mutual funds, fixed income, ETFs—including precious-metal sector ETFs—and may incorporate options and margin transactions within client portfolios.

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.

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.

Nathan Millerbernd is the sole advisor at MWM Wealth Advisory, LLC in Plymouth, MN, holding Series 63 and 66 designations with 26 years of industry experience. His prior roles include positions at Harbour Investments, Rivercrest Financial Group, and VOYA Financial Advisors. Outside of advisory work, he is involved in managing farmland through Greenfield Harvest, LLC, and oversees vacation property operations with N8 Vacation Properties, LLC. MWM Wealth Advisory provides fee-based investment management and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and qualified retirement plans. The firm operates primarily on a non-discretionary basis, managing approximately $130 million in non-discretionary assets and offering services such as investment policy development, monitoring, and participant education.

Judd Axelson is the principal of Paratus Wealth Management, LLC, an independent registered investment adviser based in Long Lake, MN. He holds a Series 65 designation and has 18 years of industry experience. Axelson also owns Axelson & Associates LLC, a consulting and recruiting business unrelated to investment management. Paratus Wealth Management serves individuals and high-net-worth clients, managing approximately $72 million across 44 accounts. The firm emphasizes tailored investment plans based on asset allocation and Modern Portfolio Theory, offering discretionary portfolio management, comprehensive financial planning, and periodic reviews.

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.

Brian Durand is a financial advisor at Strategic Financial Planning, Inc. in Minnetonka, MN, holding a Series 65 designation with seven years of industry experience. He has been with Strategic Financial Planning, Inc. since 2002. Strategic Financial Planning, Inc. provides financial planning and portfolio management services to individuals and families, focusing on retirement, investment, tax, estate, and education planning, as well as small-business owner benefits and life-event guidance. The firm tailors investment strategies to each client’s risk profile using a modern-portfolio-theory framework, primarily employing exchange-traded funds and no-load mutual funds.

Donald Maccallum is a financial advisor at Investment Research Corporation with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Investment Research Corporation since 1971. Investment Research Corporation provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm’s investment approach is client-specific, focusing on asset allocation and a primarily buy-and-hold strategy using mutual funds with established performance records.

Brandon Small is a CFP® and CFA® credentialed advisor with 20 years of industry experience. He is the sole advisor at Invested Interests, LLC in Minneapolis, MN, where he has worked since 2013. Prior to this, he has held roles at Crane Capital Management, LLC and PrideCo Capital Management, LLC. Outside of advisory work, he provides accounting consulting as a licensed CPA. Invested Interests, LLC offers combined investment advisory, financial planning, and portfolio management services to individual, corporate, and nonprofit clients. The firm typically manages discretionary accounts using fundamental and technical analysis, emphasizes balanced long-term portfolios, and incorporates socially responsible investment options aligned with clients’ ESG preferences.

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.

Matthew Stahl is a financial advisor at LIV Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fiat Wealth Management LLC and Foundations Investment Advisors LLC. Outside of his advisory work, Stahl owns a community building organization, Ascent, LLC, and a CrossFit gym, The FITHAUS. LIV Wealth Management serves retirement plan sponsors, institutional clients, individual investors, and small businesses, offering financial planning, portfolio management, retirement plan advice, and pension consulting. The firm employs strategies such as Modern Portfolio Theory, Core+Satellite, and passive investing, and provides ERISA-oriented services including investment policy statement development and fiduciary consulting.

William Westhoff is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been the sole advisor at Lakeview Investment Advisors, LLC since 2002. Lakeview Investment Advisors, LLC is a Minnesota state-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, small businesses, and charitable accounts. The firm emphasizes diversified portfolios constructed from individual stocks and bonds, mutual funds, and ETFs, with ongoing monitoring and tactical adjustments within set limits.

Kody Holker is a financial advisor at New Generation Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has a legal background as an owner and estate planning attorney at Holker Law Offices, PLLC, where he has practiced for over 20 years. Holker is also involved in real estate development through his ownership of Ray Creek Development, LLC and Ray Creek, LLC. New Generation Wealth Management, LLC provides fee-based financial planning and consulting primarily to individual clients, acting as a liaison to third-party investment managers rather than directly managing client assets. The firm offers comprehensive planning services covering estate planning, taxes, qualified plans, retirement income, and college planning, and it conducts public seminars on investment topics.

RLN Wealth is a tax-focused financial planning and investment management firm for late-career professionals with equity compensation. How we help - ✔️Equity Compensation & Concentrated Position Planning ✔️Tax Planning ✔️Investment Management ✔️Financial Independence / Retirement Planning ✔️Risk Management ✔️Estate Planning About Ryan Nelson - Lead Wealth Advisor Professional Experience - Former Lead advisor at two national fee-only RIAs for clients with $3M–$15M in assets - Former tax advisor at a national public accounting firm, focused on HNW individuals and business owners - Specialized experience in equity compensation, tax strategy, and long-term financial planning Credentials & Education - Certified Public Accountant (CPA) - Certified Financial Planner (CFP) - Bachelor’s in Accounting, MBA, and Master’s in Accounting Personal - Born and raised in Green Bay, WI (Lifelong Packer fan and shareholder) - Married to Jen and proud dad of two young daughters (7,5) - Passionate about travel, experiences, and making memories with family - Other Interests – Hosting at the family cabin, drinking great coffee, enjoying Italian food, and maintaining an active and healthy lifestyle

Keith Tufte is the president of Longview Wealth Management, LLC and has 12 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to his current role, he has been with Cherry Tree Wealth Management, LLC since 2009, where he leads investment strategy and writes monthly investment letters. Longview Wealth Management serves high-net-worth individuals and families, as well as trusts and retirement plans for business owners, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes global strategic asset allocation with diversified, long-term portfolios primarily composed of low-cost ETFs and mutual funds, managed on a discretionary basis with regular reviews to align with client objectives.

Frederick Quirsfeld is a financial advisor at Frontenac Partners, L.L.C. with 9 years of industry experience. He holds the Series 66 designation and has worked at Frontenac Partners since 2003. Quirsfeld also has a long tenure with IDS Life Insurance Company dating back to 1985. Frontenac Partners provides discretionary portfolio management to high-net-worth individuals, focusing on balanced accounts that include stocks, bonds, cash, and commodities. The firm employs a range of analytical approaches and uses inflation-sensitive instruments and derivatives within separately managed accounts.

Shane Segner is a financial advisor at Wellencourt Wealth Management LLC with a Series 65 designation and three years of industry experience. He has been with Wellencourt Wealth Management since 2021 and also works as an engineer at Lockheed Martin. Wellencourt Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, focusing on a primarily passive, allocation-driven investment approach using index mutual funds and ETFs. The firm manages client accounts on a discretionary basis and offers tailored investment policies without imposing account minimums.

At Heartworth Financial, I’m not just a financial planner—I’m here to help First-Generation Wealth Builders and underserved communities break through the barriers that have kept them from the financial resources they deserve. I’m the daughter of Hmong refugees from Laos. My parents came to the U.S. with nothing but hope for a better life. They worked tirelessly to provide for our family, but lacked the financial knowledge and tools others take for granted. That’s why I founded Heartworth Financial: to help people facing the same challenges my family did—turning first-gen success into generational wealth. I know how intimidating financial advice can feel, especially when you’re not sure where to start or if you’ll be judged. That’s why I meet clients where they are—no judgment, just understanding. I listen, I learn, and I create a plan that’s built around their culture, goals, and values. With over a decade of experience as a financial advisor, I’ve worked with clients across industries, but my focus now is clear: offering personalized financial planning and investment management to those who need it most. My mission is simple: make financial planning accessible to everyone. Empower people to make informed decisions, build wealth, and create lasting change for the generations that follow.