Jill Renee Berdan

Laurie Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as president of Investment & Insurance Services of New Ulm, Ltd., where she is responsible for recommending and servicing insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines advisory services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He also operates a financial service entity, Travis Braulick Financial, and serves as an agent for United Life. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm offers multiple program structures and combines fee-based and commissionable brokerage and insurance products.

Daniel Zufall is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also active as a residential mortgage broker with Barrett Financial Group. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Michael Furth is a financial advisor at Edward Jones in New Ulm, MN, with two years of industry experience. He holds a Series 66 designation and previously worked at Furth-Meile Insurance and Nuvera. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors.

Josef Warta is a financial advisor at Cetera with two years of industry experience and a Series 66 designation. His background includes roles at August Schell's Brewing Company and Southpoint Financial Credit Union, alongside his advisory duties. Outside of finance, he serves as a board member of Numas Haus and is involved with the New Ulm Chamber of Commerce steering committee. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kevin Larson is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at American Family Insurance and Frandsen Bank. Larson is also involved as an agent with Frandsen General Agency, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced tools and overseeing over $819 billion in discretionary assets.