Timothy John Schaefer

Isaiah Flaten is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at AgCountry Farm Credit, Vision Bank, and North Dakota State University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers discretionary and non-discretionary asset management and financial planning through individualized asset-allocation strategies, model-based platforms, and outsourced CIO and CCO services.

Matthew Dorweiler is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he serves with the Chokio Fire Department. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with personalized asset management, planning, and consulting services. The firm employs a range of investment programs including model-based platforms and offers additional services such as outsourced CIO and CCO functions.

Tamela Sperr is a Certified Financial Planner (CFP®) with 32 years of industry experience. She is currently with OneAscent Financial Services LLC and has held positions at firms including Edward Jones and LPL Financial. Sperr is also involved in insurance sales as a secondary business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a combination of advisor-managed, model-based, and automated investment programs.

Spencer Huggett is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has held roles at LPL Financial, Investment Centers of America, and currently serves as a basketball coach and program organizer for youth sports organizations. In addition to his financial advisory work, he is involved in family farm management and serves as vice president of the City of Roslyn City Council. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party money managers, providing flexible investment solutions across various program structures and custodial relationships.

Kent Swenson is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Lone Tree Storage, a storage shed rental business in Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Anthony Harris is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and eight years of industry experience. He worked at Otter Tail Power Company for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.