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.

Joseph Schuessler is a financial advisor at Nations Financial Group, Inc. with Series 66 registration and one year of industry experience. His prior work includes roles at Hy-Vee Corporation, Donahues Carpet Cleaning, and the Iowa City Community School District. Schuessler has also been involved with educational institutions such as the University of Iowa and Kirkwood Community College. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing various investment strategies and a selection of in-house and third-party managed portfolios across multiple risk profiles.

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.

Rochelle Henry Ernberger is a financial advisor with Nations Financial Group, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Nations Financial Group since 2011. Ernberger also owns Ernberger Financial, an S-Corp, and serves as an agent offering insurance and fixed annuities through Platinum Advisory Group. Nations Financial Group provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of portfolio management options, pension consulting, third-party manager programs, and employs a variety of investment strategies across in-house and external models.

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.

Stephen Cairney is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Nations Financial Group, Inc. 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, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives and risk tolerance.

Joanna Schaul is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Berthel Fisher since 2011. She also serves as an officer in multiple affiliated companies within the Berthel Fisher group. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment management approaches tailored to client needs through multiple platforms, including discretionary and non-discretionary management and third-party money manager arrangements.

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 nine years of industry experience. He holds the Series 66 designation and 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 operates with a network of independent adviser representatives and supports approximately $3.8 billion in client assets across more than 11,000 client relationships.

David Downey is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Berthel Fisher since 2016 and has also worked with BFC PLANNING, Inc. since 2011. Outside of his advisory role, Downey is involved in charitable activities, serving as a co-advisor for a charitable fund at The Greater Cedar Rapids Community Foundation and managing raffle ticket sales for St. Joseph's Catholic Church Fun Days. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm uses a range of delivery models and platforms to tailor investment advice to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.

David Lagrange is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Moloney Securities Asset Management LLC and Berthel, Fisher & Company Financial Services, Inc. Outside of advisory work, he is involved with Bridges Insurance Group as owner and operator, and serves on the Winterset Airport Authority board. 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 flexible fee arrangements and multiple program structures tailored to client needs.

Amanda Lane is a financial advisor with Avantax Planning Partners, Inc. in Cedar Rapids, IA, holding a Series 65 designation and three years of industry experience. She has been with Avantax Planning Partners since 2022 and simultaneously serves as a manager at TDT CPAs & Advisors, PC, where she provides business consulting, strategic planning, and tax services. Outside of advisory work, Lane is involved with several community and nonprofit organizations, including serving as Board Treasurer for the Linn Christian Education Association and as an elected board member of the Greater Cedar Rapids Community Foundation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays.