Aaron P Cullen

Michelle Bertram is a financial advisor at Bertram Financial Advisor Services with 19 years of industry experience. She holds a Series 65 designation and has been self-employed since 1997, primarily focused on insurance services. Bertram Financial Advisor Services places advisory clients with third-party money managers and provides financial planning and portfolio management support. The firm uses a model portfolio approach with investments in stocks, bonds, ETFs, and no-load mutual funds, acting as a liaison between clients and third-party managers without exercising investment discretion.

Beverly Bertram is a financial advisor at Bertram Financial Advisor Services with 18 years of industry experience. She holds a Series 65 designation and has managed advisory and insurance services through Bertram Financial Group since 2004. In addition to her advisory role, she is a licensed insurance agent, spending a majority of her time in insurance activities. Bertram Financial Advisor Services places clients with third-party money managers, offering financial planning, portfolio management support, and advisor referrals. The firm focuses on model portfolios including stocks, bonds, ETFs, and no-load mutual funds, and performs regular due diligence and client suitability reviews without exercising investment discretion.

Michelle Thomson Henry is a financial advisor with Friday Financial, holding the PFS™ and Series 65 designations and bringing 12 years of industry experience. She previously worked for Honkamp Krueger Financial Services for 13 years and has been a CPA at Honkamp P.C. since 2002. Friday Financial provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and employs third-party managers and software to support its investment strategies.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.