Scott Paterick

Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.

Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Avellino Financial Advisors, Inc., and Forest Securities, Inc. Outside of advisory work, he is involved in an insurance agency specializing in life, health, and annuity sales. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, serving over 500 client relationships. The firm applies a bottoms-up fundamental screening process and offers multiple model styles and custom portfolios tailored to client risk profiles.

Jenna Laws is a CFP® and CFA® with 16 years of experience in financial advising. She has worked at Evexia Wealth, LLC since 2023 and previously spent ten years with Thrivent Financial for Lutherans and its affiliated firms. Outside of her advisory role, Jenna serves as Vice President and Board Member of 16 Days, Inc., a 501(c)(3) NICU charity, and is involved in coaching entrepreneurs through MaxLife, LLC. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers named model portfolios, including those with digital-asset and option-related ETFs.

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.