James Paul Kramer

Representing the next generation of Sharpe Wealth, Quintin combines fresh perspective with a deep commitment to client success. Growing up watching his father build meaningful relationships with families, he learned early that great financial advice is about more than numbers—it's about understanding what truly matters to people. Quintin brings a modern approach to wealth management, leveraging technology and innovative strategies while maintaining the personal touch that defines Sharpe Wealth. He's particularly skilled at helping clients navigate the intersection of traditional planning and the evolving financial landscape. His collaborative approach means clients always feel heard and understood. Whether you're planning for retirement, growing a business, or thinking about your family's financial future, Quintin takes the time to understand your complete picture before crafting recommendations. Working alongside his father David isn't just a business arrangement—it's the continuation of a family legacy built on trust, integrity, and the belief that every client deserves genuine, personalized attention.

Trevor Johnson is the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Lake Geneva, WI. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, Inc., Global Financial Private Capital, and Thrivent Investment Management. Outside of investment advisory, he is an independent insurance agent involved with Spyrnal Insurance, LLC and serves as the registered agent and manager of Snowbird Insurance Group, LLC. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients. The firm creates individualized investment plans and employs discretionary portfolios using model-based managed account and UMA platforms, incorporating various investment analysis methods and oversight of third-party managers and sub-advisers.

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Victoria Dorgan is a CFP® and CFA® with 21 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience working with firms such as Raymond James Financial Services and Keating Financial Advisory Services. Outside of her advisory role, she is active as a professional speaker on general financial education topics and volunteers with organizations including the Women's Literacy Society, the Women's Board of the Ravinia Festival Association, and Rotary Chicago Financial District. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm offers wealth management, ongoing financial planning, and retirement-plan advisory services, with an investment approach centered on discretionary, buy-and-hold strategies guided by fundamental analysis and diversification.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.