Margo Jane Scepaniak

Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

Jason Hallonquist is a CFP® professional with 24 years of experience in the financial services industry. He has been with Accredited Investor Services, LLC, dba AIS Planning, since 2008 and serves as an advisor and 10% owner. Outside of his advisory role, Hallonquist participates in several community organizations, including serving on the board of Anne Marie's Alliance, a shelter and support system for battered women, and co-chairing an expense committee at Westwood Community Church. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based asset allocation methods and utilizes model strategies and sub-advisers while offering fiduciary and ERISA-related services.

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Charles Shaefer is a financial advisor with AIS Planning in Fort Myers, FL, holding a Series 63 designation and 12 years of industry experience. He has worked at AIS Planning since 2015 and previously at Keystone Wealth Advisors, Inc. from 2013 to 2018. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, utilizing model strategies and sub-advisers while maintaining oversight and client communication.

Nathan Goebel is a CFP® with eight years of industry experience and is an advisor at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs a team of nine advisors and manages several hundred client relationships, implementing portfolios primarily through model strategies and sub-advisers while maintaining oversight and client communication.

Sydney Meyer is a financial advisor at AIS Planning with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including Five Star Financial, Sagepoint Financial, and Northwestern Mutual. Meyer is also an independent insurance agent licensed in accident & health, property & casualty, and life insurance. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages several hundred client relationships through a team of nine advisors, implementing portfolios primarily via model strategies and sub-advisers while maintaining client oversight and using asset-allocation, diversification, and tax-awareness principles.