Kaitlin Bell

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.

Daniel Hamlet is a financial advisor with Convergence Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Edward Jones for seven years and has served in the United States Army Reserves since 2006. Outside of his advisory work, Daniel is a self-published author. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis to tailor portfolios to clients’ goals and risk tolerance.

Sarah Willers is a financial advisor at CWM, LLC with over a decade of industry experience. She holds a Series 65 designation and has worked previously at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of her advisory role, she serves as a notary. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, providing asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has previously worked at Full Circle Financial and ProEquities, Inc. Outside of his advisory work, he is the owner and president of RTA Properties LLC, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based services through its network of 477 independent advisors.

Oliver Kollofski is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and Sweet Financial Partners, LLC. His prior experience includes over eight years with Raymond James Financial Services Advisors, Inc. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, employing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Seth Becker is a financial advisor with SPC in Fairmont, MN, holding a Series 63 designation and 24 years of industry experience. He has worked at Parkland Securities since 2014 and with Sigma Planning Corporation since 2007. Outside of advising, Becker owns Becker Financial Group, LLC, which sells life, health, and disability insurance, and he is involved in a cattle business that supplies beef to the Minnesota Department of Agriculture. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary management tailored to client needs.