Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, TX, and is president of Schiller Wealth Asset Group, a sole proprietorship focused on investments. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who utilize various program structures and investment strategies.

Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Owen Kennedy is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BFC Planning in 2022, he has worked with Securities Management and Research, Inc. and American National Insurance since 2004. Outside of his advisory role, Kennedy owns a livestock farm and serves as a parish council member at St. Mary’s Church in Cooperstown, NY. BFC Planning, Inc. serves a diverse range of clients, including individuals, corporations, banks, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Steven Gundy is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, Gundy serves as a director and loan committee member at United Texas Bank, is involved with a bed and breakfast ranch as a partner and operator, and participates on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, with investment strategies that primarily utilize stocks, bonds, mutual funds, and ETFs.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Curtis Lund is a financial advisor with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Moloney Securities Asset Management and Wilbanks Securities Advisory. Outside of finance, he operates a small catering service for private events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisors, with a range of strategies tailored to client needs.

Terry Betzelberger is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 63 and 65 designations and has worked at firms including Levitt Betzelberger Weinrich, Inc., Montage Securities, LLC, and Moloney Securities Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisors offering customizable investment programs and a range of third-party platforms.

James Nelson is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a large network of independent advisors offering flexible fee arrangements and multiple investment program options.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Shane De Sherlia is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has eight years of industry experience, previously working at Moloney Securities Co., Inc. and First Bank. Outside of his advisory role, he is involved in youth sports as a volunteer coach and serves as president of a nonprofit athletics feeder program. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services with a variety of investment strategies and platform options.

Richard Ruskey is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Moloney Securities Asset Management LLC and related affiliates for nearly two decades. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports around $3.8 billion in client assets through a network of independent advisory representatives who customize portfolios using a range of investment products and strategies.

Meredith Jones III is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Prior to joining BFC Planning, he spent over a decade with Moloney Securities in various roles. He serves as a board member and finance committee member for the Bellefontaine Cemetery Association in St. Louis. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a network of independent advisory representatives who deliver customized investment advice and portfolio management through multiple program structures and platforms.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Scott Wasserman Sr. is a financial advisor with BFC PLANNING, Inc. holding Series 63 and Series 65 licenses and has 38 years of industry experience. His prior experience includes 15 years at Moloney Securities Co., Inc. He was the owner and president of Wasserman & Assoc, Inc., a broker-dealer which is no longer investment related. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual, corporate, pension, trust, and bank clients. The firm operates through a network of independent adviser representatives and manages approximately $3.8 billion in client assets across over 11,000 relationships.

John Palmer is a CFP® professional with 43 years of industry experience, currently affiliated with BFC Planning, Inc. in Salem, OR. His prior experience includes roles at Securities Management & Research, Inc. and National Asset Management, Inc. Palmer also operates JK&P Associates, a business involved in insurance and securities. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Matthew Palazzolo is a financial advisor with BFC Planning, Inc. in Webster Groves, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2017, and previously at The Leaders Group Inc from 2009 to 2016. Outside of his advisory role, he is involved with the Webster Groves Masonic Lodge #84, where he participates in efforts to raise awareness of children's health, and he is engaged in marketing telemedicine products through a separate business activity. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various third-party managers and sub-advisory programs, operating through a platform that supports a range of investment strategies.

Daniel Brummel is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Metlife Securities, Mass Mutual Investors Services, and Securities Management & Research, Inc. In addition to his advisory role, he is involved in life insurance sales and financial planning through Copper Creek Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional accounts through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and strategies tailored by its advisors.

Majid Kureshi is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2015. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm provides financial planning, portfolio management, and access to various investment platforms through a network of approximately 200 advisers.

Robert Bagby Jr. is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at BFC Planning since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory work, he is involved in selling and servicing life and long-term care insurance policies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts, offering financial planning, portfolio management, and referrals to outside money managers through a network of approximately 200 investment adviser representatives. The firm provides various platform options and investment strategies, with policies that include a prohibition on purchasing known 12b-1 fee-paying share classes and support for held-away discretionary management.

Thomas Parkin is a financial advisor at BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, AeroTek, Amazon, and Allegis Investment Services. BFC Planning, Inc. offers financial planning, asset management, and outside money manager referral services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports a network of independent adviser representatives and manages approximately $3.8 billion in client assets across more than 11,000 relationships.