Michael Furth

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 designations and seven years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He is also the owner of Travis Braulick Financial, a non-investment related S corporation used as a sweep account for monthly income, and serves as an agent with United Life. 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 both discretionary and non-discretionary management options and employs multiple program structures, combining brokerage and insurance services alongside advisory fees.

Jill Berdan is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 credential and having 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as secretary and treasurer for DISTINCT PROPERTIES, LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Josef Warta is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His background includes roles outside finance such as bartending at August Schell's Brewing Company and New Ulm Country Club, as well as involvement with the New Ulm Chamber of Commerce steering committee and board membership at Numas Haus. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

Kevin Larson is a financial advisor with LPL Financial in N. Mankato, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Family Insurance from 2016 to 2021. He is also involved with Frandsen Bank and serves as an agent with Frandsen General Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house Research team and offers a range of investment options from model portfolios to customized discretionary arrangements.

Nicholas Thom is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2017 before joining LPL Financial, where he has been since 2017. Thom is also involved in Alpha Insurance Brokerage, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.