Jeremy Mandler

Thomas Hallberg is the sole advisor at Wealth Transitions in Forest Lake, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 25 years before founding Wealth Transitions. Outside of financial advisory, he is active as a life and spiritual coach and public speaker. Wealth Transitions provides discretionary and non-discretionary asset management, financial planning, and consulting services for individuals and retirement plan sponsors. The firm also offers public educational seminars and ERISA 3(21) limited-scope fiduciary services, employing a strategic investment approach that includes Modern Portfolio Theory and Monte Carlo analysis.

Michael Jansen is the sole advisor at Intune Management Corp., an independent, state-registered investment advisory firm. He holds a Series 63 designation and has 20 years of industry experience. Outside of his advisory role, he serves as a director of J&B Pallets, a wood shipping pallet recycling company. Intune Management Corp. provides discretionary portfolio management and comprehensive financial planning primarily to individual clients, as well as small businesses, trusts, and estates. The firm combines fundamental and technical analysis to construct portfolios that include stocks, mutual funds, ETFs, options, and bonds, with periodic reviews and client-imposed investment restrictions.

Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he participates in insurance sales. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment approach and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with an emphasis on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.

Mark Federation is a financial advisor with Packerland Brokerage Services, Inc. in Osceola, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Secure Investment Management, J.D. Mellberg Financial, Harbour Investments, and INVEST Financial Corp. Outside of advisory work, he is involved in insurance and fixed indexed annuity sales through Asset Marketing Systems, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and combines in-house and third-party solutions, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.