Isaiah Joel Flaten

Timothy Schaefer is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience. He is the sole advisor at Encore Wealth Advisors, where he has worked since 2025, and previously held roles at LPL Financial and Securities America. Outside of advising, he owns Encore Consultants, LLC, providing business consulting services to current and prospective business owners as well as those planning business exits. Encore Wealth Advisors is a fee-only registered investment adviser managing approximately $122 million for individuals, retirement plans, charitable organizations, and businesses. The firm offers wealth management, retirement plan consulting, and financial planning, employing both passive and active investment strategies and providing educational seminars on financial topics.

Matthew Dorweiler is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he serves with the Chokio Fire Department. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with personalized asset management, planning, and consulting services. The firm employs a range of investment programs including model-based platforms and offers additional services such as outsourced CIO and CCO functions.

Tamela Sperr is a Certified Financial Planner (CFP®) with 32 years of industry experience. She is currently with OneAscent Financial Services LLC and has held positions at firms including Edward Jones and LPL Financial. Sperr is also involved in insurance sales as a secondary business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a combination of advisor-managed, model-based, and automated investment programs.

Spencer Huggett is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has held roles at LPL Financial, Investment Centers of America, and currently serves as a basketball coach and program organizer for youth sports organizations. In addition to his financial advisory work, he is involved in family farm management and serves as vice president of the City of Roslyn City Council. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party money managers, providing flexible investment solutions across various program structures and custodial relationships.

Kent Swenson is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Lone Tree Storage, a storage shed rental business in Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Anthony Harris is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and eight years of industry experience. He worked at Otter Tail Power Company for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.