Jeremy J Reif

Patrick Bradley is a financial advisor with MyFamilyCFO, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at MyFamilyCFO, Inc. since 2011 and at Manufactured Financial Solutions, LLC since 2019. He is also co-owner of MY COMPANY CFO, LLC, a dormant business management consulting entity. MyFamilyCFO, Inc. provides comprehensive financial planning and wealth management services to individuals, families, businesses, and high-net-worth clients, using a proprietary Virtual Family Office framework called Your FuturePresent™ Story. The firm’s advisory approach is primarily consultative, focusing on fundamental analysis and referring clients to third-party investment managers without exercising investment discretion.

Navi Dowty is a financial advisor with Associated Retirement Planners, Inc. in Wausau, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Associated Retirement Planners since 2008 and has operated Navi Dowty & Associates, Inc. since 1982. Outside of advisory work, he owns the DuPage Tax Group and authored the book *Financial Success for the Smiling Retiree*. He also holds a partial non-employee, non-controlling interest in Redhawk Wealth Advisors in Minneapolis. Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically manages client assets through referral and solicitor relationships with third-party advisers on a non-discretionary basis and offers financial planning on an hourly basis.

Ludger Borger is a financial advisor at Borger Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life and Knights of Columbus. Borger is also involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management LLC is a state-registered investment adviser that serves individuals, families, and small business owners with asset management, financial planning, and insurance planning. The firm’s investment approach includes charting, fundamental, technical, and cyclical analysis, with a notable focus on concentrated positions in precious metals and related instruments.

Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.

Derek Hoff is a financial advisor at Hoff Private Wealth with seven years of industry experience. He holds a Series 65 credential and previously worked at Northwestern Mutual in various capacities between 2016 and 2019. Hoff is also a licensed insurance agent, offering related products and advice as part of his broader services. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating ETFs, mutual funds, equities, fixed income, and real estate funds, with services tailored to client risk profiles and custodianship at Schwab Institutional.

Daniel Hoff is a financial advisor with Hoff Private Wealth in Wausau, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2016 to 2019 and has been involved with Hoff Brothers, LLC since 2016. Hoff serves as a board member of the Lake Wausau Association and holds ownership interests in several private businesses, including a non-financial services company and investment property entities. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting services to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach combined with fundamental, technical, and cyclical analysis, implementing portfolios with a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and real estate funds.