Brian Lee Sohn

Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Kirt Carstens is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Carstens is chairman of the CFG Charity ProAm, a golf charity organization, and volunteers as a 7th and 8th-grade basketball coach for Okoboji Community Schools. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party managers.

Timothy Nobles Jr. is a financial advisor at IPI Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management and its affiliated firm Investment Planners, Inc. since 1999. Outside of his advisory role, he is involved in the sale of fixed insurance products through a separate brokerage activity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing a proprietary, risk-based investment platform and an outsourced-agent operational model.

Walter Wittrock Jr. is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Trek Financial and his own firm, WITTROCK FINANCIAL, Inc., where he serves as president. Outside of advisory work, he is vice president of Great Lakes Fish Growers and works part-time as a solicitor for Legacy Lock, LLC, providing subscription-based estate planning software. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios and provides web-based asset management and practice platforms to independent advisers.

Michael Schlitter is a Series 65-registered advisor with Avantax Planning Partners, Inc. in Okoboji, Iowa, with three years of industry experience. He also serves as a senior accountant at Erpelding Voigt & Co., LLP, a tax and accounting firm where he manages staff accountants, reviews tax returns, and advises clients. Outside of his advisory and accounting roles, Schlitter is the treasurer of the Iowa Great Lakes Rotary Club, handling financial records and tax filings for the nonprofit organization. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach with discretionary portfolio management and offers tax-intelligent overlays and retirement plan management.

Christopher Fuhrman is a financial advisor at Edward Jones with six years of industry experience. He held a position at Pelzer Law Firm for ten years prior to joining Edward Jones in 2019. Outside of his advisory role, Fuhrman owns and oversees management of Estherville Ambulance Service, Inc., and is involved with Lakes Area Ambulance Service, a nonprofit organization operating in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.