Jeremy D Pinnow

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Erik Zuberbuhler is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harbour Investments since 2019. Outside of his advisory role, he established an LLC intended to purchase a property for use as a workshop. 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, employing various investment approaches tailored by individual advisers and third-party managers.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Heath Sorenson is a CFP® with 21 years of industry experience, currently with Associated Investment Services, Inc. He has held roles at several firms including Midland Wealth Advisors, Raymond James Financial, and CedarPoint Investment Advisors. Sorenson is also affiliated with Associated Trust Company. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolios and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis.