Stephanie Ternes is a financial advisor at Wealth Forward, LLC with 12 years of industry experience. She has worked with the firm, formerly known as Ranstrom Berg Wealth Management, since 2006. She holds a Series 65 designation. Wealth Forward serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a blend of fundamental and cyclical analysis and offers diversified model portfolios, with regular reviews and ongoing client support.

Ryan Berg is a CFP® and PFS™ certificant with 14 years of industry experience. He has been with Wealth Forward, LLC (formerly Ranstrom Berg Wealth Management) since 2013. In addition to his advisory role, he operates a CPA tax preparation practice and is an independent insurance agent. Wealth Forward serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental and cyclical analysis, using proprietary and third-party model portfolios across diversified asset classes.