Sutterfield Financial Group, Inc.

Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Trevor Sutterfield is a financial advisor with Sutterfield Financial Group, Inc. in Bartlesville, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and AIG American General Life Insurance Company alongside his long-term role at Sutterfield Financial Group. Outside of advisory work, he is involved in aircraft management, agriculture, construction management, and serves on the advisory board of the Bartlesville Public Library Trust Authority. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary portfolio models monitored by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Jason Tinklenberg is a financial advisor at Sutterfield Financial Group, Inc. with 24 years of industry experience. He has been with Sutterfield since 2005 and previously worked at Purshe Kaplan Sterling Investments. Outside of advising, he serves as president of a local homeowners association and is a board member of the Luke Society, a medical missions nonprofit, and SIMDEL Children's Educational Ministry. Sutterfield Financial Group serves individuals, pensions, charitable organizations, and businesses by providing financial planning, investment management, captive insurance formation, and accounting/tax services. The firm uses proprietary model portfolios and an internal investment committee to guide portfolio management across various risk levels.

Darrel Wick is a financial advisor at Sutterfield Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2016. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities by providing financial planning, investment management, consulting, captive insurance formation, and accounting/tax preparation services. The firm uses proprietary model portfolios managed by an internal investment committee and offers a range of in-house services, including captive insurance management and pooled real-estate investment vehicles.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

Aaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with Sutterfield Financial Group since 2005 and was previously associated with Purshe Kaplan Sterling Investments. Outside of advisory work, he manages a storage business and serves as a trustee. Sutterfield Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, providing financial planning, consulting, investment management, captive insurance formation, and accounting and tax preparation services. The firm uses an internal investment committee to design proprietary model portfolios across a risk scale and combines fundamental and technical analysis with model-based management for most clients.

Michael Gramm is a CFP® with 12 years of industry experience, currently serving at Sutterfield Financial Group, Inc. in Willmar, MN, where he has worked since 2003. He is a Series 63 license holder and serves as a trustee for a family trust supporting a special needs relative. Sutterfield Financial Group provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs proprietary portfolio models overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.