Justin Taylor Hoffman

Andrew Gile is a financial advisor at Gile Agnew, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army for eleven years. He is currently involved as an intern at Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.

Trevor Agnew is a financial advisor at Gile Agnew, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, OSAIC, and several other financial firms. Outside of advisory work, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a rules-based value investing framework with an emphasis on risk management and tax-aware trading, overseeing approximately $28.2 million across about 173 client relationships.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Joel Heeringa is a financial advisor with Edward Jones in Waupun, Wisconsin, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. He serves as president of the Utility Commission of Waupun, a board responsible for overseeing the city’s public utilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.