Matthew Johnson

Carlton De Wall is a financial advisor at Bradford Financial Center with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and United Planners. Outside of advising, he is involved in property management through Carlton & Danielle DeWall Property Management. Bradford Financial Center provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $232.3 million in discretionary assets and offers services such as written financial plans, portfolio management through its Watch and Manage program, and coordination with outside professionals.

Kevin Marso is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 license and eight years of industry experience. He is also a partner and senior accountant at Erpelding, Voigt & Co., LLP, a regional CPA firm in Iowa, where he has worked since 2013. Outside of his advisory and accounting roles, Marso serves as the treasurer of the Humboldt Rotary Club, a nonprofit organization supporting local community projects and scholarships, and he manages a small farming operation. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan management, and tax-intelligent overlays.

James Brandt is a financial advisor with Ameriprise in Duncombe, Iowa, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Brandt is a registered team member at Summit Management Group, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm provides written, non-discretionary recommendation reports using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

William Johnston is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2013 and has been with First State Bank since 1986. Outside of his advisory role, he serves as a deacon at Saint Paul Lutheran Church and is a board member of the Financial Literacy Council of Greater Hamilton County. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities.

Jared Klingenberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and also has experience at Citizens State Bank and Broker Dealer Financial Services Corp. Outside of his advisory work, he owns a supplement sales business, State Line Supplements, based in Jackson, MN. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model-based and customized investment strategies.