Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Tristan Cox is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wealth Span Capital Management since 2016. He holds a Series 65 license and operates out of Northfield, MN. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy for custom portfolio management and offers regular no-fee educational sessions alongside tailored investment advice.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Dillon Forcier is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and one year of industry experience. Prior to joining Money Concepts, he was with Edward Jones and has operated janitorial and property management businesses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Gregory Carlson is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. He has been involved with Carlson Capital Management, LLC since 2015 and Carlson Capital Management since 1987. Outside of his advisory work, he is a partner in Carlson Capital Partners, a real estate firm, and owns Viaforte, Inc., a company that provides insurance solutions. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Abra Kramas is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Sequoia Financial Group, L.L.C., where she has worked since 2025. Prior to this, she spent seven years at Carlson Capital Management LLC and three years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

John Cronin is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management for four years and has experience in academic roles at Saint John's University and the Academy of Holy Angels. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Jason Kley is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. Prior to joining Sequoia, he worked at Carlson Capital Management for 14 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Justin Stets is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for 10 years before joining Sequoia in 2025. Outside of his advisory role, he is a shareholder and partner in Madison MN, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Andrew Owen is a CFP® with two years of industry experience, currently with Sequoia Financial Group, L.L.C. He has previously worked at Carlson Capital Management LLC and Lincoln Savings Bank. Outside of his advisory career, he has experience with Bit to Byte, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular oversight from an Investment Policy Committee.

Selene Serkland is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Her prior roles include positions at Carlson Capital Management LLC and RMB Capital. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Callie Geist is a CFP® professional with 12 years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and previously spent nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nicholas Krakosky is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management LLC and Edward Jones. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and research from multiple external providers.

Kevin Koski is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. Prior to joining Sequoia Financial Group in 2025, he spent 16 years with Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Fencl is a CFP® and Series 65 credentialed advisor with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, TruNorth Wealth Partners, Robert Half Management, and Protiviti. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

David Webb is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Carlson Capital Management, JNBA Financial Advisors Inc., The Johnston Group, and Abbot Downing. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions, employing various investment vehicles overseen by an Investment Policy Committee.

Steven Tecker is a Certified Financial Planner® (CFP®) with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Carlson Capital Management and Fidelity Investments. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and incorporates various investment vehicles including mutual funds, ETFs, private funds, and third-party managers.

Jeffrey Carlson is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Sequoia in 2025, he has been involved with Carlson Capital Management since 1989. Outside of his advisory role, he owns ViaForte, Inc., a company providing insurance solutions to individuals and businesses. Sequoia Financial Advisors offers wealth planning, investment management, and business consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.