Isaiah Flaten is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at AgCountry Farm Credit, Vision Bank, and North Dakota State University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers discretionary and non-discretionary asset management and financial planning through individualized asset-allocation strategies, model-based platforms, and outsourced CIO and CCO services.

Matthew Dorweiler is a financial advisor with OneAscent Financial Services LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he serves with the Chokio Fire Department. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with personalized asset management, planning, and consulting services. The firm employs a range of investment programs including model-based platforms and offers additional services such as outsourced CIO and CCO functions.

Tamela Sperr is a Certified Financial Planner (CFP®) with 32 years of industry experience. She is currently with OneAscent Financial Services LLC and has held positions at firms including Edward Jones and LPL Financial. Sperr is also involved in insurance sales as a secondary business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing a combination of advisor-managed, model-based, and automated investment programs.