BFC PLANNING, Inc.

Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, TX, and is president of Schiller Wealth Asset Group, a sole proprietorship focused on investments. 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 network of independent adviser representatives who utilize various program structures and investment strategies.

Carrie Strongheart is a financial advisor at BFC Planning, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Previously, she worked at Institutional Securities Corp for 11 years and operated Strongheart Financial for 17 years. Outside of her advisory role, she is involved in budgeting and retirement needs analysis through Strongheart Financial and receives book royalties from a publishing venture. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm provides financial planning, asset management, and referral-based outside money manager services through a network of independent advisers.

Owen Kennedy is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BFC Planning in 2022, he has worked with Securities Management and Research, Inc. and American National Insurance since 2004. Outside of his advisory role, Kennedy owns a livestock farm and serves as a parish council member at St. Mary’s Church in Cooperstown, NY. BFC Planning, Inc. serves a diverse range of clients, including individuals, corporations, banks, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Steven Gundy is a financial advisor with BFC PLANNING, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining BFC PLANNING, he worked at Milkie/Ferguson Investments, Inc. from 2009 to 2012. Outside of his advisory role, he serves on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma, and he is a partner and operator of a B&B ranch. 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 employs independent investment adviser representatives who customize portfolios using various program structures, sub-advisers, and custodial arrangements.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, 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 allowing tailored fee structures and investment strategies.

Curtis Lund is a financial advisor at BFC PLANNING, Inc. with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Moloney Securities and Wilbanks Securities. Outside of his advisory role, he operates a catering service for small events. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, offering financial planning, asset management, and referral-based outside money manager services. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, providing flexible fee structures and multiple investment platforms through a large network of independent advisory representatives.

Terry Betzelberger is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 63 and 65 designations and has worked at firms including Levitt Betzelberger Weinrich, Inc., Montage Securities, 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 over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisors offering customizable investment programs and a range of third-party platforms.

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.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. 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 who customize portfolios across multiple program structures and third-party platforms.

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 63 and Series 65 licenses and has worked at firms including Moloney Securities Asset Management LLC and R.T. Jones Capital Equities, Inc. His current role is based in Cedar Rapids, Iowa. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse clientele that includes individuals, corporations, pensions, trusts, and banks. The firm supports roughly $3.8 billion in client assets through a network of independent adviser representatives offering customizable portfolio strategies and multiple investment platforms.

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.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. 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 provide customized portfolio management and flexible fee arrangements.

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.

John Palmer is a CFP® professional with 43 years of industry experience, currently affiliated with BFC Planning, Inc. in Salem, OR. His prior experience includes roles at Securities Management & Research, Inc. and National Asset Management, Inc. Palmer also operates JK&P Associates, a business involved in insurance and securities. 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 strategies tailored to client needs.