Paul Traxler

Daniel Uecker is a financial advisor with Pankonin Financial Group, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates, and he has owned Uecker Insurance since 1988. Outside of his advisory work, he serves as an elder at Immanuel Lutheran Church and is president of the Gaylord Chamber of Commerce. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm emphasizes client-tailored portfolios based on documented profiles and investment policy statements, and serves over 800 clients with two advisors.

Ashton Pankonin is a financial advisor at Pankonin Financial Group in Belle Plaine, MN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Royal Alliance Associates, Inc. and Focus Financial Network, Inc. In addition to his advisory role, he operates an independent insurance agency. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm manages client assets through third-party programs and offers ongoing planning with regular client reviews, serving over 800 clients with two advisors.

Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Paige Asplin is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked in healthcare and education roles, including at the Mayo Clinic and Rasmussen University. Outside of finance, she works as a registered nurse providing skilled nursing care through a home health care agency. ValMark Advisers serves individuals, plan sponsors, and institutional clients with investment management, financial planning, and retirement plan advisory services. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Thomas Anderson II is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and Valmark Securities, Inc., where he has worked since 2022. His prior experience includes roles at Avantax Insurance Agency, Kansas City Life, Mutual of Omaha, and Avantax Advisory Services. Outside of his advisory work, Anderson is a partner and operator of The Signpost, LLC, a sign manufacturing and sales business, and serves as an elder and treasurer at Harvest Community Church, as well as chapter president and instructor for the American Financial Education Alliance. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a variety of proprietary platforms and support services designed to meet a broad range of client needs.

Casey West is a financial advisor with Principal Financial Services in Saint Peter, MN, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Principal Life Insurance Company since 2009 and at Principal Securities Inc. since 2016, and he has operated West & Mager Insurance & Financial Services since 2019. Outside of his advisory work, West serves as a commission member of the Rivers Edge Hospital Commission and is a board member of the St. Peter Lions Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.