Scott Allen Dornbusch

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.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

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.

Abra Kramas is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Sequoia Financial Group, L.L.C., where she has worked since 2025. Prior to this, she spent seven years at Carlson Capital Management LLC and three years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

John Cronin is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management for four years and has experience in academic roles at Saint John's University and the Academy of Holy Angels. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Jason Kley is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. Prior to joining Sequoia, he worked at Carlson Capital Management for 14 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.