Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.

David Idso is a financial advisor with Interactive Financial Advisors in Champlin, MN, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. He has been with Interactive Financial Advisors since 2003 and also operates IDSO Financial Services, where he sells life, health, disability, property casualty, and group insurance. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Brigid Toothman is a financial advisor at Interactive Financial Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Sarver Vrooman Wealth Advisors and Git N Go. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.

Mark Bertrang is a financial advisor with Interactive Financial Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Brooklight Place Securities, Inc. and Fortune Financial Services. Bertrang is also president of Financialoscopy Inc., a fixed insurance sales and service business, and is an author of non-investment products. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm manages assets primarily through discretionary, model-based strategies using ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Daniel Siffermann is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he owns and operates San Marcos Insurance Group, an insurance marketing and sales business. Interactive Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

David Rhoads is an investment advisor representative at Interactive Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Interactive Financial Advisors since 2005. He is also owner and broker of Rhoads Capital Group, Inc., an insurance sales business, and teaches tennis outside of his advisory work. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily utilizing ETFs and mutual funds, and supports its services with Modern Portfolio Theory, fundamental analysis, and risk profiling tools.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

Warren Curtis is a CFP® with 26 years of industry experience, currently serving at Interactive Financial Advisors. He has worked at Fortune Financial Services, Brooklight Place Securities, and Gwn Securities prior to his ongoing tenure at Interactive Financial Advisors since 2005. He is also licensed as a fixed insurance agent. Interactive Financial Advisors serves individual clients, including high-net-worth and non-HNW individuals, as well as pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models across risk profiles and utilizing ETFs and mutual funds through branded programs like Invest With Trust and Legacy.

Paul Branshaw is an investment advisory representative with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at firms including Fortune Financial Services and Brooklight Place Securities, and has operated his own tax preparation and fixed insurance services businesses. Branshaw is also involved in tax preparation as an outside contractor. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm typically manages assets on a discretionary basis using asset-allocation models ranging from conservative to aggressive and primarily implements strategies with ETFs and mutual funds.

Mark Johnson is a financial advisor at Interactive Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2005 and GWN Securities Inc. since 2010. Outside of his advisory work, Johnson serves as a service missionary with his church. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives and uses a combination of ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Nathan Becker is a financial advisor at Interactive Financial Advisors with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Newport Group and Wells Fargo Investments. Outside of his advisory role, Becker serves as an operations and research specialist at Financialoscopy Inc., a fixed insurance sales and service business. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios, leveraging third-party managers and proprietary processes to support client objectives within a multi-advisor network.

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Gregory Gale is a financial advisor at Interactive Financial Advisors with 19 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he is the owner and agent of San Marcos Insurance Group, where he is involved in life and P&C insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management and financial planning. The firm utilizes asset-allocation models and employs strategies including ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and TIFIN Wealth Risk to manage client assets on a discretionary basis.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Teresa Mattson is a financial advisor at Interactive Financial Advisors with a Series 65 designation. She has five years of experience at Ernham LLC and has prior work experience in aviation fuel systems repair and healthcare. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Michael Conticelli is a financial advisor with Interactive Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Interactive Financial Advisors in 2022, he worked at First Advisors National LLC and Royal Fund Management, LLC. He is also a teacher with the School District of Lee County and operates Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory. Interactive Financial Advisors offers financial planning and discretionary portfolio management for individuals, retirement plans, and institutional clients, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios. The firm operates a large multi-advisor network, employs proprietary processes for client reporting, and incorporates a range of investment strategies including model portfolios and third-party managers.

Emily Martin is a financial advisor with Interactive Financial Advisors in Bloomington, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She is the owner of Purple Martin Financial, a business focused on the sale of fixed life, annuity, and health products, and serves as a minority owner of the Bloomington Normal Birthing Center. Additionally, she volunteers as a troop leader for the Girl Scouts of Central Illinois. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a multi-advisor network with extensive branch offices.

Richard Peterbok is a financial advisor at Interactive Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. In addition to his advisory role, he serves as vice-president of Organizamerica, an information services company, and president of UniFinancial Corporation, an insurance financial services company. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, using model providers and third-party managers, and operates a large multi-advisor network with formal family and employee access programs.

Jacob Perry is a financial advisor at Interactive Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Trugreen, T-ROC, and T-Mobile. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios, supported by a multi-advisor network and a proprietary CARES process for client reporting.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

Anthony Chaves is a financial advisor at Interactive Financial Advisors in Yonkers, NY, holding Series 63 and Series 65 licenses. He has no prior industry experience and has worked in various roles outside the financial sector, including positions at the United States Postal Service and Extra Space Storage. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm utilizes a multi-advisor network and combines fundamental analysis with Modern Portfolio Theory to build diversified portfolios using ETFs and mutual funds.

Kenneth Winegar is a financial advisor with Interactive Financial Advisors and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at firms including Axa Advisors and Park Avenue Securities. Beyond his advisory work, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund portfolios, operating a multi-advisor network with various branch offices and offering both recommending adviser and sub-advisor services.

Kenneth Ziegler is a financial advisor with Interactive Financial Advisors in Chandler, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been with Interactive Financial Advisors since 2010. In addition to his advisory role, he serves as president and agent of San Marcos Insurance Group, where he is involved in insurance sales. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm uses asset-allocation models and primarily implements strategies with ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Julian Lefiles Jr. is a ChFC® credentialed financial advisor with 16 years of experience at Interactive Financial Advisors in St. Augustine, FL. He has been with the firm since 2010. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models with ETFs and mutual funds, and employs tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.

Gary Tsujimoto is a financial advisor with Interactive Financial Advisors and holds a Series 63 designation. He has 43 years of industry experience, including prior roles at firms such as Fortune Financial Services and GWN Securities Inc. Outside of advising, he is a general partner and landlord of an office building in Salt Lake City. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios, and operates a multi-advisor network with a range of services including third-party advisory selection and proprietary reporting.

Jacques Cureton is a financial advisor with Interactive Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortune Financial Services, North FLA Insurance Agency, and Brooklight Place Securities, Inc., in addition to his long tenure at Interactive Financial Advisors since 2005. Outside of his advisory role, Cureton is president of an all-lines insurance agency and provides seasonal income tax preparation services. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, integrating tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Oduardo Periu is a financial advisor at Interactive Financial Advisors with 24 years of industry experience. He has been with Interactive Financial Advisors since 2005 and previously worked at Citgo for over three decades. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, applying Modern Portfolio Theory and fundamental analysis in its investment approach.

Andrew Hoskins is a financial advisor with Interactive Financial Advisors in Arlington, VA, holding a Series 65 license and seven years of industry experience. He has worked at Interactive Financial Advisors since 2018 and also serves as an independent contractor for Shenandoah Financial Advisors. In addition to his advisory role, Hoskins is licensed as an independent insurance agent and can transact insurance products for clients. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and incorporates Modern Portfolio Theory, fundamental analysis, and risk profiling tools in its investment approach.

Cecil Means is a Series 65-licensed financial advisor at Interactive Financial Advisors with two years of industry experience. Prior to joining Interactive Financial Advisors, he worked at Charles Schwab and held positions outside the financial sector. Interactive Financial Advisors offers financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Brett Simms is a financial advisor with Interactive Financial Advisors in Chicago, holding a Series 65 designation and 12 years of industry experience. He has been with Interactive Financial Advisors since 2014. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients, using fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios. The firm operates a large multi-advisor network and offers a proprietary process for client portfolio reviews.

Paul Bosnyak is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held multiple roles at Interactive Financial Advisors since 2016 and is also the owner of Market Square Financial & Casualty, a fixed insurance sales and service business. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models and primarily implementing strategies with ETFs and mutual funds.

Roderick Hill is a financial advisor with Interactive Financial Advisors, holding a Series 65 designation and having 10 years of industry experience. He is also president and co-owner of SEA P A Financial Group Ltd, a tax practice specializing in individual, business, and fiduciary tax returns, as well as consulting in accounting, business management, and estate and trust tax planning. Hill has been involved with SEA P A Financial Group Ltd since 2005. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a multi-advisor network with various unique services and advisory programs.

Marcus Bauman is a financial advisor with Interactive Financial Advisors in Newport News, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Interactive Financial Advisors since 2013 and also operates Bauman Financial, LLC, where he dedicates part of his time as an attorney within his financial practice. Previously, he was involved with Insound Audio, Inc. from 2013 to 2017. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool in its investment approach.