Carlton De Wall is a financial advisor at Bradford Financial Center with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and United Planners. Outside of advising, he is involved in property management through Carlton & Danielle DeWall Property Management. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, and coordination with outside professionals.

Ethan Wilfore is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with the State of Montana Department of Livestock, Optum Colorado, and served in the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of her advisory role, Hallberg manages an independent insurance agency and serves as secretary on the board of a family-related non-public entity. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.