Jan Spielman

Donald Breuker is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Royal Fund Management since 2015 and has operated as a licensed independent insurance agent under Breuker Financial Strategies since 2005. Additionally, he has longstanding involvement in property management through Breuker Management Services, Inc. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Brian Sohn is a CFP® professional with 18 years of industry experience, currently serving as an investment advisor representative at Avantax Planning Partners, Inc. He has worked with firms including Cetera Wealth Services, Avantax Investment Services, and ProEquities. Outside of financial advising, Sohn owns an e-commerce business and provides notary services, and he is also a partner at a CPA firm specializing in tax and accounting services. Additionally, he volunteers as a bookkeeper for a local athletic booster club. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based, discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Kirt Carstens is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with CreativeOne Securities since 2011 and is also the owner of Carstens Financial Group, LLC. Outside of his advisory work, Carstens is involved in community activities, serving as chairman of the CFG Charity ProAm golf tournament and volunteering as a 7th and 8th grade basketball coach for Okoboji Community Schools. CreativeOne Securities provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis in its portfolio management and offers a range of advisory programs, including proprietary model portfolios and separately managed accounts.

Walter Wittrock is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Trek Financial since 2015 and has been president of WITTROCK FINANCIAL, Inc., an investment-related business, since 2003. Outside of his advisory roles, he serves as vice president of Great Lakes Fish Growers and works as a solicitor providing subscription-based estate planning software. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment platform and typically implements strategies through third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and select managers.

Michael Schlitter is a Series 65-registered advisor with Avantax Planning Partners, Inc. in Okoboji, Iowa, with three years of industry experience. He also serves as a senior accountant at Erpelding Voigt & Co., LLP, a tax and accounting firm where he manages staff accountants, reviews tax returns, and advises clients. Outside of his advisory and accounting roles, Schlitter is the treasurer of the Iowa Great Lakes Rotary Club, handling financial records and tax filings for the nonprofit organization. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach with discretionary portfolio management and offers tax-intelligent overlays and retirement plan management.

Christopher Fuhrman is a financial advisor at Edward Jones with six years of industry experience. He held a position at Pelzer Law Firm for ten years prior to joining Edward Jones in 2019. Outside of his advisory role, Fuhrman owns and oversees management of Estherville Ambulance Service, Inc., and is involved with Lakes Area Ambulance Service, a nonprofit organization operating in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.