Randall Berns

Aslam Mukhtiar is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. He has worked at AlphaCopia Investments LLC since 2021 and previously spent eight years at U.S. Bank. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach using a variety of instruments and operates as an exempt commodity pool operator, managing an exempt hedge fund/private pooled vehicle for qualified clients.

Bryan Pattee is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. His prior roles include positions at US BANK and SIOL Wealth Advisors, LLC. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis and manages accounts on a discretionary basis, including the use of derivatives and alternative investment vehicles.

Paul Goenner is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining BFC Planning in 2018, he worked at Securities Management & Research, Inc. and ProEquities, Inc. Goenner serves as treasurer for the Township of Clear Lake and the St. Marcus Cemetery Board, managing treasury functions for both local organizations. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Brittany Walter is a CFP® professional with three years of industry experience. She is currently with AE Wealth Management, LLC and has previously worked at Paradigm Wealth Management, RehabAuthority, and Ameriprise Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining models managed internally and by third parties, along with discretionary asset management and financial planning services.

Adam Larson is a financial advisor at Empower Advisory Group with experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 credentials and has worked in the financial industry since 2021. Prior to his financial career, he held positions at Best Buy and Adidas. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Paul Wenner is a financial advisor with Edward Jones, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he held positions at the Carlson School of Management and various organizations including Deneen Pottery and Alta's Rustler Lodge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.