Donald L Klitz

Jesse Sell is a CFP® with 32 years of industry experience, currently operating as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he spent 11 years at Ameriprise Financial Services, Inc. He serves as Treasurer and Secretary for his local homeowners association in West Lakeland, Minnesota. Prevail Financial Partners, LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients through managed accounts and financial planning. The firm employs a client-driven investment process that integrates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, typically managing assets on a non-discretionary basis.

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Matthew Mattheisen is a financial advisor at Still Water Wealth with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gambit Capital Management, Focus Financial Network, Osaic Wealth, Charles Schwab, and TIAA-CREF. Outside of his advisory role, he is an author of a book on career growth and mentoring and is the founder of a technology platform called Decoder Universe. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, retirement-plan advice, financial planning, financial coaching, tax-preparation, and outsourced CIO consulting. The firm uses a range of investment vehicles and strategies, including ETFs, derivatives, and options, tailoring portfolios through fundamental and cyclical analysis combined with asset allocation and liability matching.

Joshua Hawkins is a financial advisor with Leverty Financial Group, LLC in Hudson, WI. He holds CFP® and ChFC® designations and has 15 years of industry experience. His prior experience includes roles at Northwestern Mutual and Leverty and Associates. Outside of advisory work, he co-owns LFG Tax, LLC, a tax preparation and filing service. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profit organizations through portfolio management, financial planning, and retirement plan advisory services. The firm customizes advice to client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed accounts in its investment approach.

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.