Tallack Dosdall

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.

Kent Swenson is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Lone Tree Storage, a storage shed rental business in Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Anthony Harris is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and eight years of industry experience. He worked at Otter Tail Power Company for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.