Scott Mundal

Timothy Schaefer is a CFP® with 31 years of industry experience and currently serves as an advisor at Encore Wealth Advisors. His prior experience includes roles at LPL Financial and Securities America Advisors, Inc. He is also the owner of Encore Consultants, LLC, a business consulting firm that assists clients with starting, operating, or exiting their businesses. Encore Wealth Advisors provides wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a fee-only model to develop personalized investment policies and implements portfolios combining passive and active strategies, also offering educational seminars tailored to client interests.

Matthew Dorweiler is a financial advisor at OneAscent Financial Services LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and LPL Financial. Outside of advisory work, he has served with the Chokio Fire Department since 2015. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs, implementing portfolios through a combination of direct management and third-party managers.

Tamela Sperr is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior roles include positions at Gateway Wealth Partners, Advisors' Pride Inc., LPL Financial, Strategic Wealth Group RIA LLC, and Edward Jones. In addition to her advisory work, she is involved in insurance sales. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary asset management, financial planning, ERISA fiduciary services, and utilizes both direct management and third-party strategies to implement customized portfolios.

Spencer Huggett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His background includes roles at LPL Financial, Investment Centers of America, and ownership of Huggett Financial, Inc. Outside of advising, he serves as vice president of the City of Roslyn City Council and is involved in local youth sports coaching. 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, financial planning, and fiduciary services supported by various managed account programs and third-party solutions.