Scott Barcomb is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Berthel, Fisher since 2003 and previously worked at BFC Planning, Inc. Barcomb is the founder and owner of Barcomb Asset Management, provides investment advice, and is the author of the book *Black Rock*. He also serves as treasurer for the Pine Park Office Condo Association in Sarasota, Florida. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm delivers tailored investment solutions across various platforms, including discretionary and non-discretionary management and sub-advisory arrangements.

James Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Joanna Schaul is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Berthel Fisher since 2011. She also serves as an officer in multiple affiliated companies within the Berthel Fisher group. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment management approaches tailored to client needs through multiple platforms, including discretionary and non-discretionary management and third-party money manager arrangements.

Deborah Jessee is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Berthel Fisher since 2010, serving as part of their team of 26 advisors. Outside of her advisory role, she is a board member of New Horizons Inc., a humanitarian non-profit organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of investment platforms and delivery models tailored to client needs.

Philip Mcwilliams is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Berthel, Fisher since 1994. Outside of his advisory role, he is involved in securities and insurance through his own entities, including MCWILLIAMS FINANCIAL SERVICES, LLC. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management solutions across multiple platforms and permits advisors to manage portfolios using various investment vehicles and strategies.

David Downey is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Berthel Fisher since 2016 and has also worked with BFC PLANNING, Inc. since 2011. Outside of his advisory role, Downey is involved in charitable activities, serving as a co-advisor for a charitable fund at The Greater Cedar Rapids Community Foundation and managing raffle ticket sales for St. Joseph's Catholic Church Fun Days. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm uses a range of delivery models and platforms to tailor investment advice to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.

Alexander Schaefer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with Berthel Fisher since 2008 and also has a decade of experience with BFC Planning, Inc. In addition to his advisory work, Schaefer is involved in investment advice partnerships and serves as a president of a personal LLC. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers tailored investment management and planning through multiple platforms and delivery models, including discretionary and non-discretionary management and third-party arrangements.

Jason Cook is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds the CFP® designation and has 25 years of industry experience. His career includes roles at BFC Planning, Inc., Stokes, Cook & Associates, and involvement with the Graham Area Business Association and Graham Fire Department. Outside of advising, Cook has volunteered as a firefighter and participates in charitable organizations such as the Burlington Shrine Club and Bingham Masonic Lodge. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms, including discretionary and non-discretionary management, with services tailored to client needs.

Deborah Hanson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior work includes roles at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. Deborah is also the owner of The Honey Jar, a honeybee farm in Lebanon, Indiana. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Robert Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Berthel Fisher since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services for small businesses through RL Johnson Tax Services and serves as president of RL Johnson Investments, which sells life insurance. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options and allows advisors to construct portfolios using various securities and strategies.

Paul Busino is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been with Berthel Fisher since 2005. Outside of advising, he serves on board positions for local condominium associations and is involved in business consulting, mortgage lending, and insurance activities. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and other institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and employs approximately 100 investment adviser representatives.