Bradley Alan Malm

Jaime Malm is a financial advisor at Iron Horse Financial Services LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paladin Wealth, LLC and Gradient Financial Group, where he serves as Vice President of Marketing. Outside of advisory work, Malm is involved in fixed insurance sales through Iron Horse Retirement LLC. Iron Horse Financial Services primarily serves individual and high-net-worth clients, offering discretionary asset management using third-party model portfolios, financial planning, and insurance-related services. The firm emphasizes a co-advisor approach with outsourced platforms to implement portfolios and deliver client reporting.

Sarah Johnson is a financial advisor at Iron Horse Financial Services LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Simmons & Simmons, Inc., AdamsBrown LLC, and Avantax Advisory Services. Iron Horse Financial Services LLC serves primarily individual clients, including both high-net-worth and non-high-net-worth households, offering discretionary asset management, financial planning, and consulting. The firm uses model-based portfolio strategies managed through a co-advisor arrangement with Gradient Investments and the Orion Portfolio Solutions platform.

Emma Malm is a financial advisor at Iron Horse Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining Iron Horse Financial Services in 2026, she was associated with Iron Horse Retirement starting in 2023 and was a full-time student from 2010 to 2023. Iron Horse Financial Services primarily serves individual clients, including both high-net-worth and non‑HNW households, offering discretionary asset management, financial planning, and consulting. The firm employs model-based discretionary strategies through co-advisory relationships and delivers financial plans on a fixed-fee schedule.

Justin Kaufman is a financial advisor at SJHL Financial Group with a Series 65 credential and three years of industry experience. He is also a partner and practicing CPA at Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a long-term, fundamental analysis approach primarily delivered through a sub-advisor relationship with Focus Partners Advisor Solutions, managing accounts on a discretionary basis with a focus on low-cost mutual funds and ETFs.

Stacie Wilson is a Series 65-licensed advisor with SJHL Financial Group, bringing two years of industry experience. She is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where she performs tax preparation, planning, business advisory, attestation, and firm management duties. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis investment approach through sub-advisory with Focus Partners Advisor Solutions, focusing on low-cost, diversified mutual funds and ETFs, and manages accounts primarily on a discretionary basis.

Richard Sahatjian is a financial advisor at SJHL Financial Group with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining SJHL Financial Group, he worked at Swindoll, Janzen, Hawk & Loyd and held positions in the industrial metal fabrication and aviation industries. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a long-term, fundamental-analysis investment approach delivered primarily through a sub-advisor relationship with Focus Partners Advisor Solutions, emphasizing low-cost, diversified mutual funds and ETFs with discretionary management and ERISA fiduciary oversight for retirement accounts.