Daniel R Zufall

Laurie Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as president of Investment & Insurance Services of New Ulm, Ltd., where she is responsible for recommending and servicing insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines advisory services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He also operates a financial service entity, Travis Braulick Financial, and serves as an agent for United Life. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers multiple program structures and combines fee-based and commissionable brokerage and insurance products.

Jill Berdan is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 credential and having 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as secretary and treasurer for DISTINCT PROPERTIES, LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Josef Warta is a financial advisor at Cetera with two years of industry experience and a Series 66 designation. His background includes roles at August Schell's Brewing Company and Southpoint Financial Credit Union, alongside his advisory duties. Outside of finance, he serves as a board member of Numas Haus and is involved with the New Ulm Chamber of Commerce steering committee. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kevin Larson is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at American Family Insurance and Frandsen Bank. Larson is also involved as an agent with Frandsen General Agency, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced tools and overseeing over $819 billion in discretionary assets.

David Milbrath is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial, where he has worked for nine years, and has managed Prairie Plans Asset Management since 1991. Outside of his advisory work, he is involved in agricultural ventures, including raising feeder cattle, and holds positions in related businesses such as Red Rock Quarry, Inc. and Red Rock Farms, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, supported by research, technology, and a broad suite of financial and insurance products.