Form ADV Part 2B 

Betsy Cox

CFP®

Betsy Cox

Charlie Pastor

CFP®

Charlie Pastor

Grant Arends

AIF®

Grant Arends

Kevin Dulitz

AIF® · CRPS®

Kevin Dulitz

Matt Twedt

CFP® · CLTC®

Matt Twedt

Norman St. Laruent

CFP®

Norman St. Laruent

Tom Krusic

AIF® · CFP® · CPC

Tom Krusic

Brad Arends

Brad Arends

Connor Dorsey

J.D.

Connor Dorsey

Jared Goforth

AIF®

Jared Goforth

Lindsay Stout

Lindsay Stout

Megan Holland

Megan Holland

Paul Wick

CFA®

Paul Wick

Brandon Budd

AIF® · RICP®

Brandon Budd

Danny Hamm

CFP®

Danny Hamm

Jeff Belton

AIF® · CPFA™

Jeff Belton

Lynn Kermes

AIF® · CPFA™

Lynn Kermes

Molly Magnuson

QKA®

Molly Magnuson

Petros Koumantaros

CPFA™ · QKA®

Petros Koumantaros

Brian Westemeyer

AIF®

Brian Westemeyer

David Busselman

CFP®

David Busselman

Joel Twedt

ChFC® · CLTC® · LUTCF®

Joel Twedt

Mandie Scott

AIF®

Mandie Scott

Nick Austin

CPFA™ · QKA®

Nick Austin

Sam Matheson

CFP® · CPFA™

Sam Matheson

Cathy Reinhardt

CFP®

Cathy Reinhardt

Devin Reimer

CFP®

Devin Reimer

Kayla Foltmer

CPFA™

Kayla Foltmer

Matt Stay

Matt Stay

Nick Madl

CFP®

Nick Madl

Scott Wightman

CFA®

Scott Wightman