Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Donald Swain is a CFA charterholder and holds Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Professional Financial Management, Inc. since 2010, following brief tenures at Raymond James Financial and Wealth Management LLC. Outside of his advisory role, he is a 33.3% member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. serves individual and institutional clients with discretionary portfolio management and tiered planning services. The firm employs fundamental and cyclical analysis across defined strategies and emphasizes portfolio monitoring and comprehensive wealth advisory for high-net-worth and fiduciary clients.

Kirt Rezek is a CFP® with 19 years of industry experience, currently affiliated with Professional Financial Management, Inc. in Appleton, WI. He has worked at Professional Financial Management since 2010 and previously held positions at Raymond James Financial and Wealth Management LLC. Outside of his advisory role, he is a one-third member of Algo Properties, a real estate limited liability company. Professional Financial Management, Inc. serves individual and institutional clients, offering discretionary portfolio management and tiered planning services. The firm employs fundamental and cyclical analysis across multiple investment strategies and maintains a compact team of advisors with professional designations.