Charlie Host

Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

Michael Palmquist is a financial advisor with First Heartland Consultants, Inc. in Dundas, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of advisory work, he engages in reselling shoes through StockX and buying and selling internet domains. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Joseph Klinkhammer is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he worked for Hornor, Townsend & Kent, Inc. for 25 years and has been associated with Monarch Life Insurance Company since 1985. He also owns an independent insurance agency in Northfield, MN. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.