Del Martin

David Schmitz is a financial advisor with SGL Financial, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with SGL Financial since 2015 and has operated David Schmitz Insurance since 1994 as a licensed insurance agent. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement plans by providing fee-based investment management, financial planning, and consulting. The firm follows a fiduciary standard, emphasizes diversified asset allocation and long-term horizons, and frequently utilizes third-party managers for portfolio implementation.

Kathleen Anderson is a CFP® professional with 30 years of industry experience, currently serving at Commonwealth Financial Network since 2005. She is also a co-owner of Financial Strategies Group, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Higgins is a financial advisor with Ameriprise in Oneida, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

Ryan Hetland is a financial advisor at Stifel with 26 years of industry experience. He previously spent 24 years at Lasalle St. Securities, LLC before joining Stifel in 2025. He holds Series 63 and Series 65 licenses. Outside of advisory work, he owns Het Lands LLC, which owns the building leased by his local Stifel office. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.

Gunnar Dunbar is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at RBC Capital Markets and City National Bank. Outside of his advisory work, he is involved in community organizations including serving as founder and volunteer for Lakeland Area Ducks Unlimited and as a board member of the LUHS District Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented across multiple custodians.

George Miller is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and SII Investments. Outside of his role at OSAIC, he serves as President and Wealth Advisor at Northern Wealth Management LLC. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance, asset allocation, and portfolio optimization, and offers access to a wide range of investment products and custodial platforms.