John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Philip Schimke is a financial advisor at Cardinal Wealth Advisors, L.L.C. in Edina, MN, holding Series 63 and Series 65 credentials with six years of industry experience. He previously worked at Greenisle Consulting before joining Cardinal Wealth Advisors. Cardinal Wealth Advisors provides wealth and portfolio management services primarily to individual and high-net-worth clients, managing about $82 million in discretionary assets. The firm employs an asset-allocation strategy using ETFs and no-load mutual funds, with flexibility to include individual equities, fixed-income securities, and options where appropriate.