Ethan Wilfore

Carlton De Wall is a financial advisor at Bradford Financial Center with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and United Planners. Outside of advising, he is involved in property management through Carlton & Danielle DeWall Property Management. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, and coordination with outside professionals.

Shawn Behrendsen is a financial advisor with OSAIC in Webster City, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Transamerica Financial Advisors, and Hopkins Insurance. Outside of his advisory role, he serves as a board member for the County Conservation Board and manages bookkeeping and financial tasks for several family-related agricultural businesses. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a large network of financial advisors.

Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of her advisory role, Hallberg manages an independent insurance agency and serves as secretary on the board of a family-related non-public entity. 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 various account platforms and both discretionary and non-discretionary management approaches.