The Planning Center, Inc.

Caraline Stenslik is a CFP® professional with experience at several advisory firms, including Cerity Partners, Gresham Partners, and United Capital Financial Advisers. She is currently with The Planning Center, Inc. and has been in the industry since 2014. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized planning approach and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts, managing assets on both a discretionary and non-discretionary basis.

Matthew Sivertsen is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with The Planning Center, Inc. since 2003, where he serves as secretary and is a minority owner. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm offers personalized financial planning and investment management using mutual funds, ETFs, model portfolios, and separately managed accounts, with a multi-office presence and proprietary cash-management software licensed to other advisers.

Michelle Maton is a CFP® professional with 27 years of experience in financial planning. She has been with The Planning Center, Inc. since 2015. Outside of her advisory role, she is a partial owner of Financial Planning Systems, LLC, a software development firm unrelated to investment services. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm focuses on personalized financial planning and offers portfolio management using mutual funds, ETFs, model portfolios, and separately managed accounts.

Andrew Sivertsen is a CFP® and Series 65-registered financial advisor with The Planning Center, Inc. in Moline, IL, where he has worked since 2010. He has 15 years of industry experience. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through personalized financial planning and investment management. The firm employs a multi-office structure and uses a range of investment vehicles guided by modern portfolio theory, offering discretionary and non-discretionary account management.

Matthew Knoll is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with The Planning Center, Inc. since 2013. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses through comprehensive financial planning and investment management. The firm uses a personalized planning process and employs diversified portfolios based on modern portfolio theory, managing accounts on both discretionary and non-discretionary bases across multiple offices.

Michael Branham is a CFP® professional with 12 years of industry experience. He has been with The Planning Center, Inc. since 2015. The Planning Center, Inc. is a fee-only advisory firm serving individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized financial planning and implements portfolios using a range of investment vehicles informed by modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Sarah Stoddard is a CFP® professional with two years of experience at The Planning Center, Inc. in Moline, IL. Her prior work history includes roles at Spring Health, the Department of Defense’s NAVSEA, and Brigham Young University. The Planning Center, Inc. is a fee-only wealth management and financial planning firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm manages over $1.3 billion in client assets across seven offices with a nine-advisor team, offering discretionary account management, retirement plan consulting, and selective tax services.

Joseph Sessions is a Certified Financial Planner® (CFP®) at The Planning Center, Inc. in St. Louis Park, MN, with 12 years of industry experience. He has been with The Planning Center since 2014. The Planning Center, Inc. is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a multi-meeting planning process and manages accounts primarily on a discretionary basis with mutual funds, ETFs, model portfolios, and third-party separately managed accounts, also incorporating proprietary software and AI tools under human oversight.

Eric Kies is a CFP® with 26 years of industry experience and has been with The Planning Center, Inc. in Moline, IL since 2004. He holds the Series 66 designation and is part of a team of 10 advisors at the firm. The Planning Center, Inc. provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, and small businesses. The firm emphasizes personalized planning with ongoing client meetings and implements portfolios using mutual funds, ETFs, model portfolios, and separately managed accounts based on modern portfolio theory.

Hank Boudreaux is a CFP® with 22 years of industry experience, currently serving as an advisor at The Planning Center, Inc. since 2017. Prior to this, he worked at Upperline Financial Planning, LLC for seven years. The Planning Center, Inc. is a fee-only advisory firm that offers financial planning and investment services to individuals, retirement plans, trusts, and small businesses. The firm uses a personalized approach with multiple meetings and regular follow-ups, implementing portfolios based on modern portfolio theory through various investment vehicles.