Susan Renee Foley

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.

Sheena Hanson is a CFP® with 19 years of experience in the financial industry. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. She also serves as a public notary for the state of Wisconsin. Uncommon Cents Investing is a team-based firm offering discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm follows a long-term, tax-conscious investment approach using fundamental analysis and typically manages portfolios with individual equities, ETFs, mutual funds, and fixed income instruments.

Sara Williams is a financial advisor at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.

Shaun Williams is a financial advisor with Avaii Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Avaii in 2026, he worked for Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC for 20 years. He is also president of Williams Financial, LLC, a business focused on insurance and business planning, and is involved in farming activities. Avaii Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning and portfolio management using a mix of active and passive investments and third-party managers when appropriate.

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.