Jon Donald Sheflet

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Michael Pepin is a financial advisor at CX Institutional, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors, First Allied Advisory Services, and Edward Jones. In addition to his advisory role, he volunteers as an adult community education instructor on financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supported by third-party technology platforms for consolidated reporting and tax efficiency.

Linda Skoglund is a ChFC® credentialed financial advisor with 34 years of industry experience. She is currently with Alera Investment Advisors, LLC and has prior experience at Cambridge Investment Research Advisors and Ja Counter. Skoglund serves on the board of Alera Group and is president of 2LMK, LLC, a family limited partnership managing investment accounts and rental properties including farmland and a rental property in Costa Rica. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.