Jacob Lee Hartke

Daniel Hamlet is a financial advisor with Convergence Financial in Fairmont, MN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones, and he serves in the United States Army Reserves. Outside of advising, he is a self-published author. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and business entities, focusing on strategic asset allocation and fundamental analysis for tailored portfolios. The firm supports a range of services including discretionary and non-discretionary asset management, retirement plan consulting, and fiduciary services, operating across multiple offices with a team of 24 advisors managing over $900 million in assets.

Sarah Gerhard is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked at Avantax since 2017. In addition to her advisory role, she is a partner at Erpelding, Voigt & Co., LLP, a CPA partnership where she reviews tax returns and meets with clients. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through its designated custodians.

Sarah Willers is a financial advisor with CWM, LLC and holds a Series 65 designation. She has 1 year of industry experience and previously worked at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of financial advising, she is a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using discretionary model portfolios supported by an in-house Investment Committee and offers a range of services including retirement plan management and sub-advisory solutions.

Kaitlin Bell is a financial advisor with CWM, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at Sweet Financial Partners, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. Kaitlin also serves as Associate Director at Sweet Financial Partners. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, sub-advisory, and retirement-plan services.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Full Circle Financial and ProEquities, Inc. Outside of advisory work, he is owner and president of RTA Properties LLC, which manages real estate sales and property management. United Planners Financial Services is a national wealth-management enterprise serving a broad client base ranging from individual investors to institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to deliver tailored investment and cash-management solutions.

Oliver Kollofski is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Sweet Financial Partners, LLC and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, institutions, and corporations. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.