Christina Silvius is a financial advisor at BFC Planning, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Moloney Securities Asset Management LLC and Advanced Financial Solutions, where she has offered securities and investment advisory services. BFC Planning, Inc. provides 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, offering customizable portfolios through multiple program structures and a network of independent advisory representatives.

Trevor Heitland is a financial advisor at BFC Planning, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at BFC Planning since 2021, as well as at Berthel Fisher & Company Financial Services since 2020. Prior to his advisory roles, he was employed at 1st Ayd Corp and H2Recruiting, and he studied at Coe College. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies and platforms.

Brad La Grange is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with two years of industry experience. He holds a Series 66 designation and has previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc., as well as having experience in education at Loras College and Winterset School. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals and institutional clients. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent advisory representatives offering customized portfolio strategies and fee structures.

Elton Bueche Jr. is a financial advisor with BFC PLANNING, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory work, he is involved with Bueche Cemetery, a nonprofit cemetery operation. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, and employs investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

George Casey is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior firms include Moloney Securities Asset Management LLC, Fulcrum Advisory Services, LLC, and Citigroup Global Markets among others. 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 approximately $3.8 billion in client assets across over 11,000 client relationships through a network of independent adviser representatives offering customized investment solutions.

Christopher Rohn is a financial advisor at BFC PLANNING, Inc. with 19 years of industry experience. His prior firms include Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Planned Investment Co., Inc. He holds Series 63 and Series 65 designations. 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 client assets through a network of independent advisory representatives offering a variety of program structures and investment strategies.

Brent Verwers is a financial advisor at BFC Planning, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities and Planned Investment Co., Inc. Outside of his advisory work, he officiates high school football and basketball games for the Indiana High School Athletic Association. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Chase Baute is a financial advisor at BFC Planning, Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Moloney Securities and Securus. 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 manages approximately $3.8 billion in assets through a network of independent advisory representatives.

William Fok is a financial advisor with BFC PLANNING, Inc. and holds a Series 66 designation. He has nine years of industry experience, including positions at Bank of America, Merrill, and Moloney Securities. 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 advisors and multiple program structures.

Lucas Gray is a financial advisor at BFC PLANNING, Inc. with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Nations Financial Group, Inc. and Prairie Capital Advisors, Inc. Outside of his advisory role, Gray serves as a board member for Premier Animal Wellness & Surgery of Independence, a veterinary clinic. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory programs, employing a range of investment strategies across stocks, bonds, mutual funds, and ETFs.

John Patock is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding the ChFC® designation and Series 66 license with 14 years of industry experience. Prior to joining BFC PLANNING, he worked at Moloney Securities and related firms for eight years. Outside of his advisory work, he serves as an officer at Thermo Traks Inc., a manufacturing company producing retail products for residential homes. 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 a large network of independent investment adviser representatives who provide customized portfolio solutions across various account structures and investment strategies.

Teddy Newman is a financial advisor at BFC PLANNING, Inc. with 30 years of industry experience. He has previously worked at Moloney Securities Asset Management LLC, LPL Financial, and Cetera Advisors LLC, among others. Newman holds the Series 63 and Series 65 licenses. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a broad range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in client assets through a network of independent advisers offering flexible fee arrangements and multiple investment program options.

Todd Nye is a financial advisor with BFC PLANNING, Inc. He holds the ChFC® designation and has 37 years of industry experience. His prior work includes roles at Moloney Securities Asset Management, Cambridge Investment Research Inc., and Aquilant Advisors. Nye serves on advisory boards for the Salvation Army and S.A.E., providing non-investment related guidance. 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 a network of independent advisors and employs a flexible fee structure with multiple program options and third-party platforms.

Tara McDonald is a CFP® with 14 years of industry experience, currently serving as a financial advisor at BFC PLANNING, Inc. She previously worked at Moloney Securities Co., Inc. for 13 years. Outside of her advisory role, she serves as a council member for Winterset Foursquare Church in Winterset, Iowa. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers.

David Wampler is a Series 66-registered financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, and has 29 years of industry experience. Prior to joining BFC Planning, he held positions at Moloney Securities Co., Inc., Moloney Securities Asset Management LLC, and RBC Capital Markets. He serves as Vice-Chairman of the Board of Guadalupe National Bank and its holding company, Relationship Financial Corp., where he has oversight responsibilities including budgeting and strategic planning. 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 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisory representatives using a variety of investment strategies and platforms.

Glenn Cray is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Moloney Securities Asset Management LLC, J P Turner & Company Capital Management, and Edward Jones. Outside of advising, he has engaged in several unrelated activities including estate planning facilitation, part-time gunsmith work, and package handling. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a wide range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisers who offer flexible fee arrangements and access to various investment platforms and strategies.

Becky Groves is a financial advisor at BFC PLANNING, Inc. with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Moloney Securities Co., Inc. and its affiliated firms for over two decades. In addition to her advisory role, she is a licensed agent for Medicare-approved products. 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 $3.8 billion in assets through a network of independent advisory representatives who utilize multiple program structures and a variety of investment strategies.

William Holowatuk is a financial advisor at BFC PLANNING, Inc. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC. Holowatuk is also involved in the sales and service of insurance and annuity 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 IARs offering customizable portfolio options across multiple platforms.

Joseph Muller is a financial advisor with BFC PLANNING, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining BFC PLANNING, he worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory role, Muller is the head coach of the St. Louis University High School rugby team and is involved as a board member of Pitch STL, a forum supporting local startup companies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisory programs, with portfolios typically comprised of stocks, bonds, mutual funds, and ETFs.

Scott Hume is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with BFC PLANNING, Inc. and has prior experience at Moloney Securities Co., Inc. Outside of his advisory role, Hume holds a 50% ownership and serves as president of Command Aviation, Inc., an aircraft maintenance and repair facility, and he assists as a girls wrestling coach at Blane High School. BFC Planning, Inc. provides financial planning, asset management, and 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, offering a range of program structures and investment approaches through a network of independent adviser representatives.