Juan Rodriguez is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Berthel Fisher & Company Financial Services Inc. and Berthel Fisher & Company Planning Inc. since 2015. Outside of his advisory work, Rodriguez serves on the boards of the Independence Celebrations Committee and the local Band Boosters, and he works as a DJ for school dances, weddings, and corporate events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional entities through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platform arrangements and investment strategies tailored to client needs.

Michael Frischmeyer is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at Securities Management & Research, Inc. and Broker Dealer Financial Services Corp. since 1999, along with a longstanding position as Vice President and Principal at Iowa Commodities, Ltd. He serves on several nonprofit boards, including the Blanden Charitable Foundation and the Domestic Sexual Assault and Outreach Center, and chairs the investment committee for the Holy Trinity Catholic Parish Foundation. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 185 advisors and manages approximately $3.8 billion in client assets through a network of independent adviser representatives offering customized portfolio solutions and multiple program structures.

Joseph Medley Jr. is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked at Moloney Securities Co., Inc. and its affiliated firms for over 25 years. 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 operates through a network of independent adviser representatives who tailor portfolios using various strategies and platforms, managing approximately $3.8 billion in client assets.

Charles Heil III is a financial advisor at BFC Planning, Inc. with 59 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory role, Heil serves as president of Heil Packing Co., a seasonal food business operating during the holidays. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies across multiple platforms.

Darin Hughes is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, including roles at Moloney Securities Asset Management LLC and Planned Investment Co., Inc. Outside of his advisory work, Hughes serves as a sheriff reserve and is involved as a part-time coach at a local YMCA. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, and institutional investors, through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with a range of investment strategies.

Ryan Wieser is a financial advisor at BFC Planning, Inc. with 21 years of industry experience. He previously worked for Moloney Securities Co., Inc. for 20 years before joining BFC Planning and Berthel, Fisher & Company Financial Services in 2025. He serves as a board member of the Waters Edge Home Owners Association in Lake Ozark, MO. BFC Planning, Inc. offers 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 through a network of independent advisory representatives and employs various program structures and investment strategies tailored to client needs.

Rebecca Warren is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has worked at BFC PLANNING, Inc. since 2025 and previously spent over two decades with Moloney Securities entities. In addition to her advisory role, she owns a tax planning and preparation business based in Mesa, Arizona. BFC Planning, Inc. offers financial planning, asset management, and referral-based money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs a flexible investment approach through a network of independent adviser representatives.

Kirk Littlewood is a financial advisor at BFC Planning, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Co Inc and Littlewood Financial Services, Inc. He also serves as president of Littlewood Financial Services, Inc., a business under which brokerage and advisory services affiliated with his current firms are offered. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm operates as an enterprise adviser with a network of independent advisors managing approximately $3.8 billion in assets across more than 11,000 client relationships.

Jadyn Loedding is a financial advisor at BFC PLANNING, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Loedding also operates a tax planning business and serves as secretary on the board of the Kootenai Humane Society. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pension plans, and estates through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services utilizing various platform arrangements and investment strategies.

David Hurlbut is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2016. Prior to that, he worked for Muscatine Power and Water for 18 years. Outside of his advisory role, he is a registered representative involved in securities and insurance through Pathway Investments, LLC. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad mix of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets and offers flexible fee arrangements and multiple program structures through a network of independent advisory representatives.

Thomas Rohn II is a financial advisor at BFC Planning, Inc. with 28 years of industry experience. He holds a Series 66 designation and previously worked at Moloney Securities Asset Management LLC and Planned Investment Co., Inc. He operates out of Cedar Rapids, IA. 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 employ a variety of investment strategies and fee structures.

Jeffrey Morris is a financial advisor at BFC Planning, Inc. with 32 years of industry experience. His prior roles include positions at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. He is also the owner of Estes Park Financial, Inc., an entity related to his advisory activities. BFC Planning, Inc. offers 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 under management through a network of independent advisor representatives.

Thomas Rohn is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include long tenures at Planned Investment Co., Inc. and Moloney Securities Asset Management, LLC. 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 offering a range of investment programs and platforms.

Edward Prince is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Moloney Securities Co., Inc. and Eckman Wealth Management, LLC. Prince is the majority owner of Royal Route Company, LLC, a firm specializing in the sale and servicing of fixed insurance products. 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 investment adviser representatives.

Dorris Jones is a financial advisor at BFC PLANNING, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Moloney Securities Asset Management, LLC and American United Life. Outside of advising, she owns a sporting goods store and serves on the board of the CCYC Cottage Owners' Committee. 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 offers flexible fee arrangements through a network of independent advisory representatives.

Bonita Schnurr is a financial advisor with BFC Planning, Inc. in Algona, IA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at BFC Planning since 2018 and has been with Berthel Fisher & Company Financial Services, Inc. since 2001. Schnurr serves as a board member for the North Iowa Volleyball Association, where she helps set rules and regulations for local club teams. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored by its representatives.

Travis Feucht is a financial advisor with BFC Planning, Inc. in Vancouver, WA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with BFC Planning since 2016 and also maintains roles with Securities Management & Research and American National Insurance Company. Outside of his advisory work, Feucht is involved in insurance sales and owns a property and casualty insurance agency. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms, employing a range of strategies with an emphasis on stocks, bonds, mutual funds, and ETFs.

Randall Duggan is a financial advisor at BFC Planning, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Moloney Securities Co., Inc., RBC Capital Markets, and Merrill. Duggan also operates under the business name Sentinel Wealth Management in Bellingham, Washington. 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 and over 11,000 client relationships through a network of independent advisory representatives.

Sean Hardin is a financial advisor at BFC PLANNING, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Co., Inc. and Bankers Life. Outside of his advisory work, Hardin coaches rugby at Saint Louis University High School. 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 offering customized portfolio solutions.

Edward Dougherty is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked at BFC PLANNING and Berthel Fisher & Company Financial Services since 2015. Dougherty serves as President of the Lisbon Community School District Foundation, which awards scholarships to college-bound students. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, banks, pension plans, trusts, and estates, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, sub-advisory services, and held-away account management, utilizing various platform arrangements and investment strategies.