Steven Glenn Jorgenson

Miranda Dearborn is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Bluff View Bank in various capacities since 2018. Additionally, she serves on the marketing committee and manages social media and customer service for Bluff View Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and custodial relationships.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Kristin Beseler is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her career in finance, she spent several years at Howes Diamond Jewelers and was involved with AdvoCare International as a distributor of nutrition supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Sobotta is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1992. Sobotta serves on the board of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using a model-driven investment approach with access to third-party asset managers and wrap programs.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.