Ralph Jacob Lemley II

Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.

Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Harbour Investments since 2008. He also owns and operates JMJ Retirement Solutions and works as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment platforms, utilizing a variety of analytical approaches tailored by individual advisers and third-party managers.

Jonathan Robinson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His career includes positions at Northwestern Mutual, LPL Financial, and Chase Investment Services. Outside of his advisory work, he has worked as an Uber driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm employs proprietary tools from Morningstar Investment Management to deliver personalized portfolio construction and guidance through both discretionary and non-discretionary programs.

Agam Arora is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Financial Services, Arora held various roles including positions at Quality Cellular, Walmart, and Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Bryan Rasey is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016. He also serves as a bank/trust officer at Principal Bank and Trust Company, formally designated to support and manage retirement account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jackson Ringelberg is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., RBC Wealth Management, and Arena Americas. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing various portfolio construction tools and offering both discretionary and non-discretionary management options.