Alexander Paul Tomczik

Brittany Walter is a Certified Financial Planner® at AE Wealth Management, LLC with four years of industry experience. She has worked at several firms, including MSK Insurance Agency LLC, Paradigm Wealth Management, LLC, RehabAuthority, and Ameriprise Financial Services, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.

Paul Wenner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has prior work experience at the Carlson School of Management, Deneen Pottery, Alta's Rustler Lodge, Glacier Raft Company, Saint John's University, and the Minnesota Elk's Youth Camp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Woodbury Financial Services Inc and LPL Financial. She is also the owner of Black Financial Services, Inc., a corporation involved in both financial services and the sale of life and health insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.

Chad Middendorf is a financial advisor at Cetera with over 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Wealthcare Financial Services. Outside of his advisory work, he owns and operates a tanning salon and serves on the board of a nonprofit organization in the Upper Midwest. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers.

Brandon Finnegan is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing two years of industry experience. His prior work includes roles at Northwestern Mutual and UPS, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partnerships.