William L Collingbourne

Representing the next generation of Sharpe Wealth, Quintin combines fresh perspective with a deep commitment to client success. Growing up watching his father build meaningful relationships with families, he learned early that great financial advice is about more than numbers—it's about understanding what truly matters to people. Quintin brings a modern approach to wealth management, leveraging technology and innovative strategies while maintaining the personal touch that defines Sharpe Wealth. He's particularly skilled at helping clients navigate the intersection of traditional planning and the evolving financial landscape. His collaborative approach means clients always feel heard and understood. Whether you're planning for retirement, growing a business, or thinking about your family's financial future, Quintin takes the time to understand your complete picture before crafting recommendations. Working alongside his father David isn't just a business arrangement—it's the continuation of a family legacy built on trust, integrity, and the belief that every client deserves genuine, personalized attention.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.

Elisa Hanson is a financial advisor at Black Barn Financial, LLC with six years of industry experience. She holds a Series 65 designation and has been with Black Barn Financial since 2016. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s five-advisor team manages approximately $164.6 million across 152 clients, offering discretionary asset management as well as financial planning and consulting services. Their investment approach combines fundamental and technical analysis across a variety of asset classes and incorporates client ESG preferences when requested.

Mark McCurry is a CFP® with 42 years of industry experience, currently serving at Geneva Partners, LLC since 2016. He operates a sole proprietorship focused on insurance sales and service and has served as treasurer of Abingdon United Methodist Church since 1991. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individualized portfolio management to a diverse client base including individuals, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and employs both fundamental and technical analysis in managing portfolios.

Frank Orzel is a financial advisor with First Financial Coaching, Inc. in Fontana, WI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with First Financial Coaching since 2010 and has operated Frank P. Orzel & Co., an insurance agency specializing in health, dental, long-term care, disability, life, prescription, and discount cards, since 1981. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, emphasizing investment education and workshops, and partners with third-party asset managers for discretionary portfolio management.