Carlton De Wall is a financial advisor with Bradford Financial Center, holding a Series 66 designation and five years of industry experience. He has worked with firms including United Planners and Woodbury Financial Services, and also manages a property management business with his spouse. Bradford Financial Center serves individuals, trusts, estates, businesses, and retirement plans by providing comprehensive financial planning and portfolio management. The firm uses a computerized Watch and Manage program combined with multiple analytical approaches and offers discretionary management alongside model allocation options through SEI, supported by a multidisciplinary structure that integrates tax, insurance, and mortgage services.

Alan Kutsch is a financial advisor with Avantax Planning Partners, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at HK Financial Services and various Avantax and Cetera entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of 2025.

Shawn Behrendsen is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining OSAIC in 2018, she worked at Signator Investors, Inc. and Hopkins Insurance. She is also involved in several family and local business activities, including bookkeeping and management roles in agricultural and trucking operations, and serves as a board member for a county conservation department. OSAIC serves a diverse range of individual and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of proprietary and third-party tools to construct portfolios across multiple asset classes to meet client investment goals.

Ethan Wilfore is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with the State of Montana Department of Livestock, Optum Colorado, and served in the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jada Hallberg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of advising, she serves as an independent insurance agent and is a secretary on the board of a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals who tailor strategies using proprietary models and third-party managers across multiple platform options.

Levi Morris is a CFP® professional with 13 years of industry experience, currently advising clients at LPL Financial since 2020. Prior to joining LPL Financial, he worked with Securities America Advisors and Community State Bank. Outside of his advisory role, he serves as a high school football referee and acts as church treasurer for Hope Reformed Church in Spencer, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven portfolio management.