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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Stacey Bartelson

CEPA

As a financial advisor with 17+ years of experience, I help business owners, executives, and multigenerational families align their wealth with their purpose. My focus is on guiding clients through growth, liquidity events, wealth transitions, and...

ABOUT STACEY

As a financial advisor with 17+ years of experience, I help business owners, executives, and multigenerational families align their wealth with their purpose. My focus is on guiding clients through growth, liquidity events, wealth transitions, and long-term legacy planning with strategies that are clear and intentional.

 

Recently, our practice took an exciting step forward. We've merged with another respected team to become the Bartelson, Blesener Wealth Group, a partnership that expands our capabilities and deepens the value we bring to clients. We take a deeply personal and comprehensive approach, offering each client a team-based experience rooted in purpose, partnership, and results. Every strategy is tailored to what matters most to you, with the goal of helping you and your family make confident decisions for today and generations to come.

 

Currently, we are proud to offer a Second Opinion Service for those seeking clarity on their current plan or those who want to make sure they are making smart decisions in today's economy. 

 

With the support from my team and clients, I am honored to have been named among the top financial advisors with:

. Forbes Best-in-State Wealth Advisors in Minnesota, 2024-2025

. Forbes America's Top Women Wealth Advisors in Minnesota (ranked #23), 2025

. Women's Barron's Conference 2022-2025.

 

Outside of the office, I am a mom of four, marathon runner, downhill skier, and lifelong learner who values faith, family and making a meaningful impact in the lives of others.

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