Duane Paul Heiling

Anton Madsen is a CFP® with 12 years of industry experience, currently serving as an advisor at Stone Steps Financial, LLC. He previously worked at XY Investment Solutions, NewLeaf Financial Guidance, and Ameriprise. Outside of his advisory role, Madsen is the founder and owner of AdviserCo, Inc. Stone Steps Financial, LLC provides fee-only financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as consulting for employer-sponsored retirement plans. The firm follows a fiduciary standard, typically implementing passive investment strategies using index funds and ETFs, and manages approximately $146.6 million in discretionary assets.

Rhonda Kerkhoff is a financial advisor with Focus Financial, holding a Series 66 credential and 21 years of industry experience. She has been associated with OSAIC and Focus Financial Network since 2009. Kerkhoff serves on the advisory board of a local healthcare facility, CentraCare – Redwood. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Charles Theis is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Minnwest Bank and held various roles in education and consulting. He serves as a trustee on the board of the Wabasso Area Baseball Association and is involved with Discover Downtown Redwood Falls, which organizes events to promote the local historic downtown area. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Chad Lund is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and treasurer of Dakota Finance Corporation, Inc., and contributes to community development efforts through his board membership at Dakota Futures, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers.

Brett Bergeson is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Redwood Falls, MN, and has two years of industry experience. Prior to his current role, he worked for local school districts for eight years. Outside of his advisory work, he serves as a deacon at the Evangelical Free Church in Redwood Falls, where he assists with building upkeep and material ordering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Nathan Scharlemann is a financial advisor with Thrivent Investment Management, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he serves as the secretary of the church council at St. John Lutheran Church, where he takes minutes for council and voters meetings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial topics. The firm’s approach separates planning from implementation and managed-account services, emphasizing ongoing plan reviews without discretionary trading authority.