Aretha Ryan is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Her prior work includes positions at Moloney Securities Co., Inc., LPL Financial, Cetera Advisors LLC, and Pacific West Securities, Inc. She also operates Salish Wealth Management, a financial services DBA. 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 adviser representatives using varied investment programs and third-party platforms.

Thomas Berthel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Berthel, Fisher & Company Financial Services since 1985 and also has roles with affiliated entities including BFC Planning, Inc. and Securities Management & Research, Inc. Outside of advisory work, he serves on the advisory board of the University of Iowa Children’s Hospital, is a member of the St. Ambrose Board of Trustees, has authored a book, and is involved in real estate development and home building through several enterprises. Berthel, Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and employs a variety of investment platforms and strategies tailored to client needs, including discretionary management, model solutions, and third-party arrangements.

Andrew Christofferson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Christofferson has served as Chief Executive Officer and President of multiple affiliated companies within the Berthel Fisher organization since 2012. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm provides a range of investment platforms and delivery models tailored to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.

James Kekeris is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Moloney Securities Co., Inc. and affiliated firms for over two decades. Additionally, he operates a sole proprietorship offering life insurance and long-term care products to clients. 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, managing approximately $3.8 billion in client assets across more than 11,000 relationships. The firm supports independent advisor representatives with flexible fee arrangements and access to multiple program structures and investment platforms.

Arthur Jackson Jr. is a financial advisor at BFC Planning, Inc. in Cedar Rapids, IA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Moloney Securities Co., Inc. and related Moloney firms for over two decades. He has been with BFC Planning and Berthel, Fisher & Company Financial Services since 2025. 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 advisers and manages approximately $3.8 billion in client assets.

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.

Jeremy Squires is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in insurance marketing and services related to Medicare plans, life insurance, annuities, and group health plans. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform utilizing fundamental and technical analysis across a diverse range of investment products with continuous monitoring and periodic rebalancing.

Michael Frischmeyer is a financial advisor at BFC Planning, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Broker Dealer Financial Services Corp. and Securities Management & Research, Inc. He serves on multiple nonprofit boards in Fort Dodge, Iowa, including the Blanden Charitable Foundation and the Domestic Sexual Assault and Outreach Center. 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 offers a range of financial planning and portfolio management services, utilizing various platforms and sub-advisors, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Joseph Medley Jr. is a financial advisor at BFC PLANNING, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Moloney Securities Co., Inc. and Moloney Securities Asset Management LLC before joining his current firm. 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 with a large network of independent advisors and platforms supporting approximately $3.8 billion in client assets, offering a range of investment strategies and fee flexibility.

Ryne Henrich is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Investment Services, Avantax Planning Partners, Northwestern Mutual, and other firms. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

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.

Bruce Western is a ChFC® credentialed financial advisor with 37 years of industry experience, currently practicing at Creative Financial Designs, Inc. since 2013. He has a longstanding involvement in music education and community service, including roles as a music teacher at Kirkwood Community College and music director at Kenwood Park United Methodist Church, as well as serving as secretary and business manager for the Musicians Protective Union. Western also operates a music instruction and performance business alongside his advisory work. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and financial planning through a combination of in-house models and adviser-directed strategies. The firm incorporates a range of investment approaches, including Biblical Responsible Investing strategies, and provides flexible fee arrangements and specialized programs within a family of affiliated financial services businesses.

David Hoover is a financial advisor with Choreo, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Choreo, he was with Prosperity Planning Partners and The Financial Specialists, and he spent five years at the University of Iowa. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-approved investment process that integrates model portfolios, separately managed accounts, and specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Dalton Bickford is a financial advisor at Choreo, LLC with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Creative Planning, LLC and Northwestern Mutual. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles, including model portfolios, separately managed accounts, and private funds.

Eugene Wehrheim is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with Nations Financial Group since 1998. Outside of his advisory role, Wehrheim is involved in farming and operates Medicine River Farms, where he raises, trains, and sells horses. Nations Financial Group serves a diverse clientele including individuals, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, pension consulting, and a range of model portfolios managed across varying risk profiles. The firm combines fundamental, technical, and quantitative investment strategies and provides both fee-based and commission-based services through its dual registration.

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.

Peyton Wagner is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding a Series 66 license and 10 years of industry experience. He has been with Berthel Fisher since 2014. Outside of his advisory role, he coaches youth wrestling in Marion, IA. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering both ongoing asset management and financial planning services. The firm manages approximately $906 million in client assets and provides investment advice through multiple platforms and strategies tailored to client needs.

Kirk Littlewood is a financial advisor with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has also been president of Littlewood Financial Services, Inc. since 2011, which operates as a DBA under which brokerage and advisory services are offered. 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, managing approximately $3.8 billion in client assets across over 11,000 client relationships. The firm supports independent advisory representatives with flexible fee structures and utilizes multiple program platforms and third-party managers.