Margaret Schoepski

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Richard Caldecott is a financial advisor at Pivotal Wealth and Tax with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and VALIC Financial Advisors. Pivotal Wealth and Tax serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, bookkeeping, and tax-filing services. The firm integrates advisory services with accounting, tax, real estate property management, and insurance, utilizing a range of analytical methods and investment vehicles while managing held-away retirement accounts through a third-party platform.

Matthew Sandstrom is a financial advisor at Pivotal Wealth and Tax with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Edward Jones and MML Investors Services, LLC. In addition to his advisory role, he co-owns Sands Planning Group, LLC, which provides business and project management consulting. Pivotal Wealth and Tax serves individuals, charitable organizations, and business entities by offering portfolio management, financial planning, bookkeeping, and tax-filing services. The firm combines advisory services with accounting, tax, and insurance offerings, using a range of analytical methods and investment strategies tailored to client goals and risk tolerance.

Ryan King is a financial advisor at RGA Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pine Bluffs Capital Management and Harris Williams. Outside of his advisory role, he is a principal in a small multifamily rental real estate investment LLC. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a growth-at-a-reasonable-price (GARP) approach through a multi-disciplinary process and manages both separately managed accounts and private pooled funds with flexible, opportunistic mandates.

Mark Trumble is a financial advisor with Process Design Capital Management LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Process Design Capital Management since 2017 and previously spent 16 years at Emergent Financial Group Inc. Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plans. The firm employs a variety of analytical methods and offers ERISA retirement plan services, including both advisory and investment manager roles.