Jessica Barbey

Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

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.

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds the Series 65 designation and has been with Portfolio Design Services since 2019, prior to which she worked in the family business for 13 years. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and estates, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis in constructing tailored portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized ERISA 3(38) plan-management services for plan sponsors.

Bradley Olson is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Portfolio Design Services, LLC since 2007. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers tailored portfolios using equities, fixed income, mutual funds, and ETFs, employing fundamental, technical, and cyclical analysis, and serves as an ERISA 3(38) investment manager for plan sponsors.

Sarah Braunshausen is an investment advisor representative at Fencl Advisory Services, LLC with 23 years of industry experience. She has worked at Fencl Advisory Services since 2015 and previously was affiliated with Dominion Investor Services, Inc. and Guardian Life Insurance Company of America. She is also involved in selling fixed life insurance and disability products. Fencl Advisory Services is a state-registered investment adviser serving individuals, trusts, retirement plans, corporations, and other professional clients. The firm offers discretionary portfolio management and financial planning with a planning-driven, long-term buy-and-hold investment approach, emphasizing client education and regular portfolio reviews.