Ethan Robert Wilfore

Carlton De Wall is a financial advisor with Bradford Financial Center, holding a Series 66 designation and five years of industry experience. He has worked with firms including United Planners and Woodbury Financial Services, and also manages a property management business with his spouse. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans by providing comprehensive financial planning and portfolio management. The firm uses a computerized Watch and Manage program combined with multiple analytical approaches and offers discretionary management alongside model allocation options through SEI, supported by a multidisciplinary structure that integrates tax, insurance, and mortgage services.

Shawn Behrendsen is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining OSAIC in 2018, she worked at Signator Investors, Inc. and Hopkins Insurance. She is also involved in several family and local business activities, including bookkeeping and management roles in agricultural and trucking operations, and serves as a board member for a county conservation department. OSAIC serves a diverse range of individual and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of proprietary and third-party tools to construct portfolios across multiple asset classes to meet client investment goals.

Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of advising, she serves as an independent insurance agent and is a secretary on the board of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals who tailor strategies using proprietary models and third-party managers across multiple platform options.