Margaret King

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jakob Patch is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at RW Baird and Alongi Santas Insurance, where he also operates as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.

Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.