Elijah Bushman

Derek Delaney is a financial advisor at PharmD Financial Planning LLC in Owatonna, MN, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Profinium, Inc. and THRIVENT Financial. PharmD Financial Planning is a solo, state-registered advisory firm serving individual clients, including high-net-worth households, and nonprofit organizations. The firm offers investment management through third-party manager programs and comprehensive financial planning, primarily implementing passive portfolios using index mutual funds and ETFs.

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Christopher Fiske is a financial advisor with First Heartland Consultants, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining First Heartland, he worked at Thrivent Financial and served as a chaplain in the Iowa Army National Guard from 2013 to 2021, where he provided religious support and supervised other chaplains. Outside of his advisory role, he is a part-owner and financial manager of Steel Toe Games. First Heartland Consultants serves 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 through a network of independent investment adviser representatives.

Gary Hughes is a financial advisor with PFG Advisors in Owatonna, MN, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securities America Advisors, and United Prairie Bank. He has maintained his own practice since 1987 alongside his positions at various firms. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

Geoffrey Stamp is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He currently works with JJ Swanson Advisory Group and Bridge Street Wealth Strategies and has been with Principal Securities Inc. since 2016. Outside of advising, he serves as an officer on the Owatonna Early Edition Rotary Club’s Foundation Committee, where he helps secure grant funding for community projects. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Matthew Stanislav is a financial advisor at Edward Jones in Owatonna, MN, holding a Series 66 designation with nine years of industry experience. He worked at United Prairie Bank for one year before joining Edward Jones in 2016. Outside of his advisory role, he coaches youth soccer teams with the Owatonna Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of more than 23,700 advisors nationwide. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.