Cardinal Wealth Advisors, L.L.C.

John Bergstrom is a CFP® and ChFC® with 9 years of experience at Cardinal Wealth Advisors, L.L.C. He has served in the United States Navy Reserves since 1998 as an Intelligence Officer and Foreign Disclosure Officer. In addition to his advisory work, he operates a sole proprietorship in insurance sales and service. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education, risk management, and legacy goals. The firm employs an asset-allocation strategy primarily using ETFs and no-load mutual funds, with some use of derivatives and options in client accounts.

Philip Schimke is a financial advisor at Cardinal Wealth Advisors, L.L.C. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cardinal Wealth Advisors since 2018, following prior experience at Greenisle Consulting and Vector Wealth Management. Cardinal Wealth Advisors provides wealth management and portfolio management services to individual and high-net-worth clients, focusing on financial planning for retirement, education funding, risk management, and legacy goals. The firm employs an asset-allocation approach primarily using ETFs and no-load mutual funds, and it incorporates derivatives and options strategies in client portfolios, which is relatively uncommon among peers.