INTELLICENTS INVESTMENT SOLUTIONS INC

Thomas Krusic is a CFP® and Series 65-licensed advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. He has worked at Intellicents since 2021, following four years at ABG Consultants, LLC, and two years at Brighton Jones, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach with periodic rebalancing and uses both discretionary and non-discretionary portfolio management options.

Nicholas Madl is a CFP® professional with 14 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He has held positions at Mutual Securities, Inc. and American Century Investment Services, Inc. Madl also operates as an independent insurance agent, providing insurance products as part of comprehensive financial planning. Intellicents Investment Solutions Inc. serves a diverse client base including retirement plan sponsors, third-party administrators, individual clients, and charitable institutions, offering services such as ERISA retirement plan consulting and individual wealth management. The firm utilizes a long-term, buy-and-hold investment approach led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Benjamin Easters is a financial advisor at Intellicents Investment Solutions Inc. in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His background includes roles at KU Athletics and Dempsey's, as well as several years in full-time education. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering consulting and wealth management services. The firm emphasizes long-term investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Jared Goforth is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Albert Lea, MN, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Ziegler Cat, Voca, Gopher Sport, and DLL-Mahindra Finance USA LLC. He also serves as Treasurer for Rare Breed College Opportunities, Inc., a nonprofit focused on granting NIL scholarships to Morningside University football program participants. Intellicents Investment Solutions Inc. provides a range of services including retirement plan consulting, HSA consulting, sub-advisory arrangements, and individual wealth management. The firm manages approximately $9.92 billion in assets through long-term, buy-and-hold investment strategies and supports both institutional and individual clients.

Kevin Dulitz is an investment advisor representative at Intellicents Investment Solutions Inc. with 34 years of industry experience. He has been with Intellicents since 2016 and also worked briefly at Cetera Advisors LLC. Dulitz serves as a trustee for a family trust and a charitable foundation in Albert Lea, MN. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and charitable institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment strategy led by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Matthew Walter is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mutual Securities, Global Retirement Partners, LPL Financial, and CK Consulting. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with regular monitoring and offers services such as retirement plan consulting, wealth management, and a wrap fee program.

Alexander Jantsch is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Intellicents Investment Solutions Inc., having joined in 2026, and previously worked at Arvest Bank and Arvest Wealth Management from 2017 to 2026, as well as DeMarche Associates from 2013 to 2016. Jantsch serves on the board of the Kansas City Chapter of the Society of Financial Service Professionals, where he participates in governance and member engagement activities. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, HSA consulting, sub-advisory arrangements, wealth management, and a wrap fee program, with an investment approach emphasizing long-term buy-and-hold strategies overseen by a CFA Chief Investment Officer.

Thomas Berger is a financial advisor at Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at Virtus LLC and the University of Kansas. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and offers both discretionary and non-discretionary portfolio management.

Robin Vink is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding a Series 65 credential and three years of industry experience. He previously worked for Brown, Winick, Graves for 30 years before joining INTELLICENTS in 2021. Outside of his advisory role, he serves as Treasurer and Board Member for the Pella Food Shelf, a local nonprofit organization. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Nicholas Austin is a financial advisor at Intellicents Investment Solutions Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mutual Securities, Inc. and Cetera Advisors LLC. In addition to his advisory role, he operates as an independent insurance agent specializing in group life, disability, and health insurance. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering services such as retirement plan consulting, sub-advisory arrangements, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and utilizes a mix of mutual funds, ETFs, and collective investment trusts.

Kevin Atnip is a CFP® with nine years of industry experience currently serving at Intellicents Investment Solutions Inc. He has previously worked at Mutual Securities, Inc., Frandsen Bank & Trust, and Scottrade. Kevin is a board member of the New Ulm County Club. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a mix of discretionary and non-discretionary portfolio management options and manages approximately $9.92 billion in assets across multiple offices.

Kevin Mahoney is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Austin, TX, holding a Series 63 designation and over 23 years of industry experience. His career includes roles at Findec Wealth Services, Inc., and Western Associates Insurance Services, as well as experience in plan administration and consulting through Embedded Capital Advisors LLC. He has also held business development responsibilities for third-party 401(k) plan administration. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering ERISA retirement plan consulting, HSA services, wealth management, and a wrap fee program. The firm employs long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages nearly $10 billion in assets across multiple offices.

Peter Duggan is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at TRG Financial Advisors, Inc., and TRG Advisors, Inc. outside of his advisory role, he assists clients with retirement plan consulting and investment policy reviews. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with quarterly monitoring and provides a range of consulting and wealth management services through a multi-advisor enterprise.

Cathy Reinhardt is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. She has held positions at Cambridge Investment Research and Mutual Securities, Inc., and operated her own financial services firm prior to joining Intellicents. In addition to her financial advisory work, she maintains a legal practice and serves as a trustee for the Kansas University Endowment Association. Intellicents Investment Solutions serves retirement plan sponsors, administrators, individual clients, and various institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach is led by a CFA Chief Investment Officer who emphasizes long-term, buy-and-hold strategies with periodic rebalancing and utilizes mutual funds, ETFs, and collective investment trusts.