Patrick Couture is a financial advisor at Keystone Financial with 14 years of industry experience. He holds a Series 65 designation and has previous experience at AE Wealth Management, Brookstone Capital Management, and Valley Curb. Outside of financial advising, he is also president of Couture Advisory Group, LLC, which operates as a licensed insurance agency. Keystone Financial serves individual and high-net-worth clients through discretionary investment management and integrated financial planning, offering financial planning at no additional fee. The firm manages approximately $51.2 million in discretionary assets and emphasizes asset allocation and active portfolio rebalancing using ETFs, mutual funds, and third-party model managers.

Jesse Becker is a financial advisor at Keystone Financial in Eau Claire, WI, holding a Series 65 credential with two years of industry experience. Prior to joining Keystone, he worked at Couture Advisory Group and AE Wealth Management. Becker also owns Keystone Tax LLC, where he provides tax preparation and bookkeeping services. Keystone Financial serves individual and high-net-worth clients with discretionary investment management and integrated financial planning. The firm emphasizes asset allocation and active portfolio rebalancing and offers additional services through affiliated entities including insurance and tax preparation.