Holly Ann Miller

Marty Schimp is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 63 designation and 35 years of industry experience. He has worked with United Planners' Financial Services and Bradford Financial Center since 2006 and has been involved with Bradford Insurance since 1994. Outside of his advisory roles, he serves as president of MWS Financial LLC, a private LLC not held out to the public. Bradford Financial Center provides investment advisory and comprehensive financial planning services 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 portfolio management through its Watch and Manage program, participation in the SEI Asset Management Program, and coordination with outside professionals.

James Tausz is a CFP®-designated financial advisor with over 53 years of industry experience. He is affiliated with Bradford Financial Center in Clarion, IA, where he has been active since 1970. In addition to his advisory work, Tausz is involved in various business ventures including home renovation and a grant program focused on community betterment. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a computerized Watch and Manage program alongside fundamental and technical analysis, and coordinates with affiliated entities in accounting, insurance, and commercial funding to provide integrated financial services.

Shallon Weis is a financial advisor with Bradford Financial Center in Clarion, IA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been associated with Bradford Financial Center since 2005 and is involved in multiple business activities, including serving as a city council member for Galt, IA. Outside of finance, she is engaged in tractor repair and small farm operations through Weis Services. 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, participation in the SEI Asset Management Program, and coordination with outside professionals including accountants and attorneys.

Larry Pickard is a financial advisor with Bradford Financial Center in Clarion, IA, holding a Series 65 designation and 18 years of industry experience. He has worked as a real estate agent and title broker associate with Coldwell Real Estate since 2010. Bradford Financial Center serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, managing approximately $232 million in discretionary assets. The firm offers comprehensive financial planning and portfolio management through its Watch and Manage program, coordinates with outside professionals, and provides employer-plan support and specialized consulting services.

David Stanton is a financial advisor at Bradford Financial Center in Clarion, IA, with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, FBL Financial Group, and Woodbury Financial Services, among others. Stanton is also involved in non-variable insurance management services. Bradford Financial Center provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages discretionary assets of approximately $232.3 million and offers a combination of technology-driven market trend analysis and discretionary portfolio management, while coordinating with external professionals and supporting employer-sponsored retirement plans.

Michael Jenison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Belmond, Iowa. He has one year of industry experience and has been with Thrivent since 2024. His prior work includes roles at Fareway and several educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based analyses and planning across various financial topics, offering these services on a one-time or ongoing basis without discretionary trading authority.