William White III is a financial advisor at BFC PLANNING, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. White is also treasurer of the American Legion Riders Post 159. 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 offers flexible fee arrangements and multiple program structures through a network of independent advisors.

Brian Corrigan is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Moloney Securities Co., Inc., Moloney Securities Asset Management LLC, and Moloney Investment Advisory LLC. Outside of his advisory work, he coaches rugby for SLUH Rugby and serves as treasurer for the St. Louis Jets youth rugby team. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual, corporate, pension, trust, and bank clients. The firm supports approximately $3.8 billion in client assets through a network of independent advisers offering a range of program structures and investment strategies.

Gary Notch is a financial advisor at BFC PLANNING, Inc. with 38 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. His current role at BFC PLANNING began in 2025. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and retirement plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Kirk Waara is a financial advisor at BFC Planning, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked previously at Moloney Securities Asset Management, LLC, Moloney Securities Co., Inc., and Morgan Stanley. Outside of his advisory role, he is involved in tax preparation through a separate non-investment-related business. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Christopher Schreckenghost is a financial advisor at BFC Planning, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Berthel, Fisher & Company Financial Services, Inc., BOK Financial Securities, Inc., and LPL Financial. 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 adviser representatives.

Brian Mccauley is a financial advisor at BFC PLANNING, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Moloney Securities Co., Inc. for 22 years. 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 approximately $3.8 billion in client assets through a network of independent advisory representatives who tailor investment programs and strategies to client needs.

Layne Brown is a ChFC® credentialed financial advisor with 28 years of industry experience. He has worked at BFC Planning, Inc. since 2012 and has concurrent roles at Securities Management and Research, Inc. and American National Insurance beginning in 2005. Brown serves as an advisory board member for the Alpha Gamma Rho college fraternity and is a minority owner of an independent property casualty insurance agency. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies, focusing on equities, bonds, mutual funds, and ETFs.

Robert Gustafson is a financial advisor at BFC PLANNING, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at Moloney Securities Co., Inc. for 10 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 supports over 11,000 client relationships and manages approximately $3.8 billion in assets through a network of independent adviser representatives offering customized investment solutions.

Matthew Shinn is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2023, he worked at Berthel, Fisher & Company Financial Services and Two Rivers Bank & Trust. Shinn is active in nonprofit leadership, serving as Board President of City Hope Foundation and holding board positions with several other local charitable and community organizations. 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 using a variety of investment platforms and fee structures.

Paige Christofferson is a financial advisor at BFC Planning, Inc. with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and has been associated with Berthel Fisher & Company and its affiliated entities since 2007. Outside of her advisory role, she is involved in insurance sales and works with clients on retirement and non-retirement accounts through Family First Financial Strategies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through 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 while maintaining specific operational practices.

Jeffrey Roseman is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with BFC PLANNING, Inc. and has previously worked at Moloney Securities Asset Management, LLC in various capacities over nine years. 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 advisory representatives.

Steven Mueckl 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 Asset Management, LLC, Moloney Securities Co., Inc., and Stifel Nicolaus. 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 and multiple program structures tailored by its network of independent adviser representatives.

David Lagrange is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Asset Management LLC and Eagle One Investments, LLC. Outside of advising, he is a board member of the Winterset Airport Authority and serves as a church trustee for St. Joseph Church. 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 adviser representatives who deliver customized investment strategies across multiple program structures and third-party platforms.

Jason Robinson is a financial advisor at BFC Planning, Inc. in Cedar Rapids, IA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Berthel Fisher & Company Financial Services, Inc. and Securian Advisors Mid America. Outside of his advisory work, he is an independent agent in supplemental health and life insurance sales. 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 customizable investment strategies and fee arrangements.

Allan Ulrich is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 registrations with 26 years of industry experience. He has worked at BFC Planning since 2013 and at Berthel Fisher & Co Financial Services since 2011. Outside of advisory services, he is also involved in fixed insurance sales as an insurance agent offering term life 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 approximately $3.8 billion in assets through a network of independent advisory representatives who tailor investment strategies using various program structures and third-party platforms.

George Steel is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He previously worked at Moloney Securities Asset Management, LLC and Moloney Securities Co., Inc., and has over three decades of experience running his own advisory firms. Outside of his advisory work, he serves on the advisory board of the Salvation Army and is a director of the Galaxy Charitable Foundation, a nonprofit focused on Catholic youth. 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 offering customized investment strategies.

Peter Ferraro is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining BFC PLANNING, he worked for Moloney Securities and Moloney Investment Advisory from 2007 to 2025. Outside of financial services, he is also a part-time real estate agent with RE/MAX Realty Group in Fort Myers, FL. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse clientele, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisors who provide customized investment solutions across multiple platforms.

Noor Bucholz is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Berthel, Fisher & Company Financial Services, SagePoint Financial, Commonwealth Financial Network, and TD Ameritrade. 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 offer customized portfolio management and flexible fee arrangements.

Andrew Feyerabend is a financial advisor with BFC Planning, Inc. and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. Outside of his advisory work, he serves as a board member of the Greenville Chamber of Commerce. 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 and manages approximately $3.8 billion in assets through a network of independent investment adviser representatives.