James Nelson is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Moloney Securities Asset Management LLC and Moloney Securities Co., 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 approximately $3.8 billion in client assets through a large network of independent advisors offering flexible fee arrangements and multiple investment program options.

Shane De Sherlia is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has eight years of industry experience, previously working at Moloney Securities Co., Inc. and First Bank. Outside of his advisory role, he is involved in youth sports as a volunteer coach and serves as president of a nonprofit athletics feeder program. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services with a variety of investment strategies and platform options.

Richard Ruskey is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Moloney Securities Asset Management LLC and related affiliates for nearly two decades. 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 around $3.8 billion in client assets through a network of independent advisory representatives who customize portfolios using a range of investment products and strategies.

Shelley Davenport is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds a Series 63 designation and has 35 years of industry experience. Shelley has been with Berthel Fisher and its affiliated entities since 2012. Berthel Fisher & Company Financial Services, Inc. serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers diverse asset management options and financial planning services through a large network of investment adviser representatives.

Meredith Jones III is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Prior to joining BFC Planning, he spent over a decade with Moloney Securities in various roles. He serves as a board member and finance committee member for the Bellefontaine Cemetery Association in St. Louis. 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 a network of independent advisory representatives who deliver customized investment advice and portfolio management through multiple program structures and platforms.

Scott Wasserman Sr. is a financial advisor with BFC PLANNING, Inc. holding Series 63 and Series 65 licenses and has 38 years of industry experience. His prior experience includes 15 years at Moloney Securities Co., Inc. He was the owner and president of Wasserman & Assoc, Inc., a broker-dealer which is no longer investment related. 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 operates through a network of independent adviser representatives and manages approximately $3.8 billion in client assets across over 11,000 relationships.

Daniel Brummel is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Metlife Securities, Mass Mutual Investors Services, and Securities Management & Research, Inc. In addition to his advisory role, he is involved in life insurance sales and financial planning through Copper Creek Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional accounts through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and strategies tailored by its advisors.

Matthew Vawter is a financial advisor at Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Nations Financial Group since 1999. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, utilizing proprietary model portfolios and outside managers tailored to client objectives, risk tolerance, and liquidity needs.

Thomas Parkin is a financial advisor at BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, AeroTek, Amazon, and Allegis Investment Services. BFC Planning, Inc. offers financial planning, asset management, and outside money manager referral services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports a network of independent adviser representatives and manages approximately $3.8 billion in client assets across more than 11,000 relationships.

Katie Metcalf is a financial advisor at Nations Financial Group, Inc. She holds the Series 66 designation and has recently entered the industry. Her prior experience includes roles at Faith & Family Financial, Hands In Harmony, and Carlson College of Massage, along with owning Katie M Metcalf LLC. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management services, employing varied investment strategies and providing clients with access to both in-house and third-party managed solutions.

Ion Cangea is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked at Moloney Securities Co., Inc., Woodbury Financial Services, Inc., Capital One Sharebuilder, Inc., and Ensi. 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 across over 11,000 relationships, offering flexible fee arrangements and a variety of investment platforms.

Eric Steel is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 registrations with 16 years of industry experience. His prior experience includes roles at Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., and Planned Investment Co., Inc. 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 and over 11,000 client relationships through a network of independent affiliated advisors offering customizable investment programs.

Eric Lobo is a financial advisor at BFC Planning, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Securities Management & Research, Inc. and Ameriprise. Prior to his financial career, Eric operated a business called Eric Lobo Piano for nine years. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates 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 while excluding futures, hedge funds, and digital assets.

Daniel Mccorkle is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Saturna Capital Corporation and Moloney Securities. Mccorkle has operated under the DBA Sentinel Wealth Management as a client service representative. 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, offering a range of portfolio strategies and fee arrangements through a network of independent adviser representatives.

Paul Saxenmeyer is a financial advisor at BFC PLANNING, Inc. with 42 years of industry experience. He holds a Series 63 designation and has prior experience with Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. among other firms. 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 through a network of independent advisor representatives using various investment strategies and platforms.

Eugene Wehrheim III is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Nations Financial Group since 2002 and is also involved full-time with Wehrheim Group, LLC. Nations Financial Group provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm combines proprietary model portfolios and outside manager options to tailor strategies based on client objectives and risk tolerance.

Suzanne Wagner is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Berthel Fisher & Company Planning, Inc. since 2016 and Berthel, Fisher & Company Financial Services, Inc. since 1988. Wagner also sells term insurance to clients as part of her insurance representative activities. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, referrals to outside money managers, and management of variable annuity and variable life contracts, employing a range of platforms and investment strategies.

Mark Murtha is a financial advisor with BFC PLANNING, Inc. and Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current roles, he worked at Moloney Securities Asset Management LLC and related Moloney entities for over two decades. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts through 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 customizable fee structures.

Erik Bjorseth is a financial advisor at Nations Financial Group, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Nations Financial Group since 2002. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach utilizes proprietary model portfolios and outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Patrice Henjum is a financial advisor at BFC Planning, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Moloney Securities Asset Management LLC and Moloney Investment Advisory LLC. Henjum is also involved with Minnesota Valley Investments and Christanson Financial Advisors. 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 financial planning and portfolio management services with a range of platform options and investment strategies.