Glen A Neeley

Kristian Finfrock is a financial advisor at Retirement Income Strategies, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as Kalos Capital, Inc. and MSI Financial Services, Inc. In addition to advising, he is a financial educational course instructor for Retirement Elevated and Retirement Planning Today. Retirement Income Strategies, LLC offers investment advisory and financial planning services primarily to individuals, as well as pension/profit-sharing plans and charitable organizations. The firm provides discretionary portfolio management using fundamental security analysis and allocation models across various asset classes and combines ongoing asset management with standalone financial planning engagements.

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to that, her work history includes roles at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors serves individuals, high-net-worth clients, couples, families, trusts, businesses, participant-directed retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm emphasizes client-specific strategic asset allocations blending index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.

Sheena Hanson is a CFP® with 19 years of experience in the financial industry. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. She also serves as a public notary for the state of Wisconsin. Uncommon Cents Investing is a team-based firm offering discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm follows a long-term, tax-conscious investment approach using fundamental analysis and typically manages portfolios with individual equities, ETFs, mutual funds, and fixed income instruments.

Gregory Snyder is a financial advisor at Uncommon Cents Investing in Janesville, WI, with eight years of industry experience. He holds a Series 65 designation and has previously worked at General Motors and Fagan Automotive. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, focusing on long-term, tax-conscious strategies primarily using individual equities complemented by ETFs, mutual funds, and fixed income for diversification. The firm manages approximately $520 million in regulatory assets and offers additional services including ERISA advisory and consulting on estate planning, real estate, insurance, and private-business investments.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.