Jacob Delroy Bartz

Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Nancy Mc Coyne is a Series 66 licensed financial advisor at Ascentis Independent Advisors, LLC with four years of industry experience. She has worked at Golden State Equity Partners, LLC since 2023 and previously spent seven years at Ameriprise. She also operates Arise Wealth Management as a registered investment advisor business under Golden State Equity Partners. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, financial planning, and retirement plan consulting. The firm offers tailored investment advice using a range of strategies and manages portfolios through discretionary management, third-party managers, and co-advisory arrangements.

Craig Cameron is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Bemidji, MN. Outside of financial advising, he is the owner of a real estate rental business, Real Estate Problem Solvers, located in Bemidji. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Janine Schoeck is a financial advisor with Edward Jones in Bemidji, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated services supported by a large network of financial advisors and branch offices.

Keith Salscheider is a financial advisor with LPL Financial in Bemidji, MN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Affinity Plus Credit Union, along with seven years at Maranatha Baptist University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.