Allison Nicole Mendoza

Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Harbour Investments since 2008. He also owns and operates JMJ Retirement Solutions and works as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment platforms, utilizing a variety of analytical approaches tailored by individual advisers and third-party managers.

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also has a background in telecommunications engineering at Lumen Technologies. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, and other advisers. The firm incorporates Biblically Responsible Investing principles using proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Beau Schroeder is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Edward Jones and Sleepy Hollow Chevrolet Buick GMC. Schroeder serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment execution options tailored to adviser and client preferences.