Sheena Marie Hanson

Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to that, her work history includes roles at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors serves individuals, high-net-worth clients, couples, families, trusts, businesses, participant-directed retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm emphasizes client-specific strategic asset allocations blending index-based equities, fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.

Gregory Snyder is a financial advisor at Uncommon Cents Investing in Janesville, WI, with eight years of industry experience. He holds a Series 65 designation and has previously worked at General Motors and Fagan Automotive. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, focusing on long-term, tax-conscious strategies primarily using individual equities complemented by ETFs, mutual funds, and fixed income for diversification. The firm manages approximately $520 million in regulatory assets and offers additional services including ERISA advisory and consulting on estate planning, real estate, insurance, and private-business investments.

John Berkley is a financial advisor with Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc., spanning four decades. Outside of advising, he is President of John Berkley, Inc., a business entity used for tax purposes. Uncommon Cents Investing is a team-based firm providing discretionary investment management and financial planning to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious strategies guided by client profiles and written investment plans, typically using individual equities supplemented by ETFs, mutual funds, and fixed income for diversification.

Joel Bailey is a financial advisor at Johnson Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Johnson Wealth Inc. since 2016. Bailey is also a Senior Vice President and Wealth Advisor at Johnson Bank, where he has been employed since 2001. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm focuses on long-term, purpose-driven investment strategies based on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

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.