Richard John Falck III

Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Tristan Cox is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wealth Span Capital Management since 2016. He holds a Series 65 license and operates out of Northfield, MN. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy for custom portfolio management and offers regular no-fee educational sessions alongside tailored investment advice.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory Carlson is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He holds a Series 63 designation and previously worked at Carlson Capital Management and Carlson Capital Management, LLC for over three decades combined. Outside of his advisory role, he owns ViaForte, Inc., a company providing insurance solutions. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with a range of investment vehicles and employs a research-driven approach overseen by an Investment Policy Committee.