Jeffery Brian Barth

Matthew Kreuzer is a financial advisor with LPL Financial, holding a Series 66 license and six years of industry experience. He has worked at LPL Financial since 2022 and previously with CUNA Brokerage Services. Outside of his advisory role, he serves as CEO and manager of Premium Point Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Bongaarts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James and affiliated firms since 2014. Outside his advisory role, he owns and manages several real estate-related businesses, including NorthStar Pheasants and NorthStar Real Estate Opportunity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marty Host is a financial advisor with Cetera who holds Series 65, Series 63, and Series 66 credentials and has 30 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years and has been involved with Money Werx Insurance & Financial Services, LLC since 2022. Outside of advisory roles, Host serves as a school board member and clerk for Browerville Public School ISD#787 and is a member of the Browerville Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Spohn is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of his advisory work, Spohn serves as a volunteer firefighter with the Albany Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its platform includes financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of advisors and advanced operational tools.