Karen Kallem

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.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

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.

William Lauderdale is a CFP® professional with three years of industry experience, currently serving at Form Wealth Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Primex Inc. Lauderdale has worked in various capacities outside finance, including roles at a restaurant and a country club. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals, combining model allocations with individualized recommendations and offering event-driven financial planning and retirement plan consulting.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.