Sara Karweick

David Talbot is a CFP® with 19 years of experience in the financial services industry. He is currently with Concorde Asset Management, LLC, where he has worked since 2019, and has prior experience at Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot is involved in several related activities including hosting a weekly online radio show for financial professionals, consulting families on college financial planning, and participating in charitable efforts with the Knights of Columbus. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategies, and offers alternative investment products alongside traditional portfolios.

Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Logan Wild is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial Services and The Silbernagel Group. Outside of his advisory role, he helps run youth basketball tournaments with Blue Diamond Athletics. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm employs a model-based portfolio construction approach and offers a range of investment options, including alternative products, while serving ERISA accounts with fiduciary oversight.

Lisa Adams is a CFP® with 34 years of experience in the financial industry. She has worked at Commonwealth Financial Network since 2017 and previously spent eight years at SII Investments, Inc. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational support and investment management tools while allowing advisors discretion in portfolio construction.

David Adams is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth since 2017 and previously spent eight years at Sii Investments. He has also operated Financial Connection since 1995. Adams is involved in fixed insurance servicing as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients by providing a range of advisory programs, operational support, and technology solutions. The firm offers various investment management options, including discretionary model portfolios and personalized indexing, supporting advisors who often operate under their own brand names.

Lynn Haefs is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. Prior to joining Cetera in 2025, Lynn worked at Wells Fargo Advisors and Wells Fargo Clearing from 1997 to 2025 and has been a partner at Ledgevest Financial since 2019. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with trust and institutional solutions.