Stephen Elmer Vessey

Andrew Gile is a financial advisor at Gile Agnew, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army before entering the financial sector. Outside of advising, he has an internship with Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework with a focus on risk management, including tactical hedging and tax-aware trading, and offers in-house legal services through an affiliated solo law practice.

Trevor Agnew is a financial advisor at Gile Agnew, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and OSAIC. Outside of his advisory role, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing approach focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, Wisconsin, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Empower Retirement since 2017 and spent one year with the Hoffman Family office prior to that. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.