BFC PLANNING, Inc.

Jeffrey Schiller is a financial advisor at BFC Planning, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, he serves as the Financial Vice President for Congregation Tiferet Israel in Plano, Texas, where he prepares budgets and provides financial advice. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management using various platforms and strategies, with a focus on stocks, bonds, mutual funds, and ETFs.

Thomas Gresham is a financial advisor at BFC PLANNING, Inc. with 55 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. He is currently affiliated with both BFC PLANNING, Inc. and Berthel, Fisher & Company Financial Services, Inc. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party managers, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Ritchie Hoffman is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Hoffman has worked at BFC PLANNING, Inc. since 2016 and has been with Berthel Fisher & Company Financial Services, Inc. since 2009. He is also the owner and president of Hoffman Financial, a financial planning and insurance services business in Lafayette, IN. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies while excluding advice on futures, hedge funds, and digital assets.

Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Michael Shinn is a financial advisor with BFC Planning, Inc. in Burlington, IA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at BFC Planning since 2019 and Berthel Fisher & Company Financial Services since 2015. Outside of his advisory role, Shinn serves as a board member for the Danville Athletic Booster Club and holds leadership and financial advisory roles at Harmony Bible Church in Danville, IA. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party money managers, offering both wrap and non-wrap programs with a range of investment strategies.

Owen Kennedy is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining BFC Planning in 2022, he has worked with Securities Management and Research, Inc. and American National Insurance since 2004. Outside of his advisory role, Kennedy owns a livestock farm and serves as a parish council member at St. Mary’s Church in Cooperstown, NY. BFC Planning, Inc. serves a diverse range of clients, including individuals, corporations, banks, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Steven Gundy is a financial advisor with BFC Planning, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services since 2012. Outside of his advisory role, Gundy serves as a director and loan committee member at United Texas Bank, is involved with a bed and breakfast ranch as a partner and operator, and participates on the advisory boards of the Ackerman Center for Holocaust Studies and the Anti-Defamation League Texoma. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, with investment strategies that primarily utilize stocks, bonds, mutual funds, and ETFs.

Arthur Roth II is a financial advisor at BFC Planning, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC Planning since 2013. Prior to and concurrently, he has worked at Berthel Fisher & Company Financial Services since 2006. Outside of his advisory roles, Roth is president of Roth Financial Group and Roth Tax Advisory Group, which focus on investments, insurance, and tax preparation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and allowing tailored fee structures and investment strategies.

Randy Wilcox is a financial advisor at BFC Planning, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Berthel Fisher & Company Financial Services, Inc. and Securities Management & Research, Inc. in various capacities. Wilcox also serves as an officer for affiliated companies of Berthel Fisher & Company. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to sub-advisory programs, utilizing multiple platform arrangements and offering both wrap and non-wrap fee programs.

Curtis Lund is a financial advisor with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Moloney Securities Asset Management and Wilbanks Securities Advisory. Outside of finance, he operates a small catering service for private events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisors. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisors, with a range of strategies tailored to client needs.

Terry Betzelberger is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Montage Securities, LLC, Levitt Betzelberger Weinrich, Inc., Moloney Securities Co., Inc., and M&A Securities Group, Inc. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisors.

Genevieve Mar is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Berthel Fisher since 2010. Outside of her advisory role, she serves on the financial steering committee of North Suburban Evangelical Free Church and is a board member of CTG Holdings, an import/export business. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and institutional clients. The firm offers a range of asset management options across multiple platforms, serving clients through approximately 100 independent investment adviser representatives.

James Nelson is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at Moloney Securities Co., Inc. and its affiliated entities since 2014, as well as Berthel, Fisher & Company Financial Services, Inc. since 2025. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, and institutional clients, through a large network of investment adviser representatives. The firm provides comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Paul Reinhart is a ChFC® credentialed financial advisor with 35 years of industry experience. He has worked at Berthel Fisher & Company Planning Inc. since 2013 and Berthel, Fisher & Company Financial Services, Inc. since 1990. Outside of his advisory role, he serves as Senior Vice President of Sales for ARC Insurance, a startup property and casualty insurance agency. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, using a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Shane De Sherlia is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has eight years of industry experience, previously working at Moloney Securities Co., Inc. and First Bank. Outside of his advisory role, he is involved in youth sports as a volunteer coach and serves as president of a nonprofit athletics feeder program. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services with a variety of investment strategies and platform options.