Adam Melom is a financial advisor with BFC Planning, Inc. in Bismarck, ND, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Berthel, Fisher & Company Financial Services, Inc. since 2023 and was previously with Freedom Financial Group, LLC from 2016 to 2020. Outside of his advisory work, he has been involved in financial planning and insurance sales through Freedom Financial Group in Minot, ND. 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 advisor representatives who deliver tailored investment strategies across multiple program structures.

Thomas Falk is a financial advisor at BFC Planning, Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at Freedom Financial Group, Berthel, Fisher & Company Financial Services, Inc., Nordic Group, Northwestern Mutual, and Bayer. He also has experience with MSUM College and held a role at Total Clean 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 adviser representatives who tailor investment programs to client needs.

James Caldwell Jr. is a financial advisor at BFC Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America Inc. In addition to his advisory role, he is a licensed notary public and provides insurance consulting services, including life, disability, and long-term care insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.