William Lussenheide

David Liesenfelt is a financial advisor with Lussenheide Capital Management, Inc., holding a Series 65 credential and 22 years of industry experience. He is also president of Fresh Concepts, Inc., a consulting firm he has led since 1988. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients as well as to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary mechanical trend-following market-timing systems and publishes an internet newsletter, the Investment Warrior Report.

Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.

Andrew Frey is a CFA® charterholder with 10 years of industry experience. He is currently with United Capital Financial Advisors, where he has worked since 2024. His prior roles include positions at U.S. Bank Private Wealth Management and Cutler Investment Counsel. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Eric Rolshoven is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with American Independent Securities Group since 2017 and also operates Treasure State Retirement Planning, a sole proprietorship offering insurance and securities sales. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach with both discretionary and non-discretionary account management, offering access to multiple custodial platforms and third-party services.

Craig Rutledge is a Series 66-licensed financial advisor with 37 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at The VisionLink Advisory Group, Inc. and M Holdings Securities, Inc. since 2007. Rutledge is also the owner of VisionLink Corporate Insurance Services, which occasionally sells non-variable insurance policies, and is involved in compensation consulting and incentive plan management through VisionLink Advisory Group and VisionLink Digital. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Stephen Sutherland is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation and is based in Missoula, MT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.