William D Schellpeper

Daniel Hamlet is a financial advisor with Convergence Financial in Fairmont, MN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones, and he serves in the United States Army Reserves. Outside of advising, he is a self-published author. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and business entities, focusing on strategic asset allocation and fundamental analysis for tailored portfolios. The firm supports a range of services including discretionary and non-discretionary asset management, retirement plan consulting, and fiduciary services, operating across multiple offices with a team of 24 advisors managing over $900 million in assets.

Sarah Willers is a financial advisor at Carson Wealth holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Sweet Financial Partners and Raymond James Financial Services. Outside of her advisory work, she serves as a notary. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Kaitlin Bell is a financial advisor at Carson Wealth with a Series 66 designation and five years of industry experience. Her work history includes roles at Sweet Financial Partners, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Full Circle Financial and ProEquities, Inc. Outside of advisory work, he is owner and president of RTA Properties LLC, which manages real estate sales and property management. United Planners Financial Services is a national wealth-management enterprise serving a broad client base ranging from individual investors to institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to deliver tailored investment and cash-management solutions.

Oliver Kollofski is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Carson Wealth and has prior experience at Raymond James Financial Services Advisors, Inc., where he worked for 14 years. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Seth Becker is a financial advisor with SPC in Fairmont, MN, holding a Series 63 designation and 24 years of industry experience. He has worked at Parkland Securities since 2014 and with Sigma Planning Corporation since 2007. Outside of advising, Becker owns Becker Financial Group, LLC, which sells life, health, and disability insurance, and he is involved in a cattle business that supplies beef to the Minnesota Department of Agriculture. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary management tailored to client needs.