Sophi Heim

Jason Troendle is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc. and held roles outside the financial services industry, including positions at The Fertilizer Institute and The Cold Chain Alliance. He also assists Fredrick J. Troendle through a sole proprietorship helping develop financial plans and client service activities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm provides personalized advisory services encompassing portfolio management, financial planning, and coordination with other professionals for estate and tax planning.

Fredrick Troendle is a CFP® with 29 years of industry experience, currently serving at Focus Financial since 2014. He holds the Series 63 designation and has additional involvement as a trustee managing a family estate and serves as treasurer for a local Lutheran church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services tailored through individualized investor profiles and diversified investment strategies.

Justin Mundt is a financial advisor at Gibbs Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Mundt Wealth Management and Coppell Advisory Solutions. Mundt is also involved in consulting for CPAs and co-leads a proactive business advisory partnership with a tax professional. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists, focusing on portfolio model selection and monitoring rather than proprietary security selection.

Joseph Montgomery IV is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Royal Alliance and Focus Financial. He maintains an active CPA license. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Luke Buehler is a Series 66-licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Smart-Fill Management Group, Inc. from 2018 to 2022. Outside of his advisory role, he serves as an adjunct professor teaching an introductory Macroeconomics course at Saint Mary's University of Minnesota and holds the position of treasurer for the Saint Charles Area Community Foundation. 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 discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and securities-based lending.

Margaret Schoepski is a financial advisor at Edward Jones in Chatfield, MN, holding the ChFC® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network and additional affiliated capabilities.