Savannah Warren is a financial advisor at Morling Financial Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Morling Financial Advisors since 2019. Prior to joining Morling, she held positions at Dahl Consulting, 3 M, The Escape Game, Waytek Inc, and the University of Minnesota. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Fort Atkinson, WI, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Calton & Associates, Capital Financial Services, and Thrivent Financial. In addition to his advisory role, he is involved as an independent insurance agent focusing on fixed annuities, life, disability, and long-term care Medicare plans. 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 employs a combination of fundamental and technical analysis to create customized strategies using a variety of investment instruments, and offers model-based solutions through a subscription platform.

Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior roles include positions at Generac Holdings, Inc., Alpha Investment Consulting Group, and Riverwater Partners. Outside of finance, he has worked with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a comprehensive investment process combining centralized committees, affiliated sub-advisors, and in-house equity research, and is notable for its integration of advisory, broker-dealer, and investment banking activities.

David Distefano is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 17 years of industry experience. He also operates as an independent insurance agent through Alongi Santas Financial. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to create customized strategies across various investment vehicles.

Mark Meier is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. Prior to that, he worked at R. Meier, Inc. for 14 years. He is a member of the Saint Joseph Parish Finance Council. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Deanna Miller is a Series 66 credentialed financial advisor at Simon Quick Advisors, LLC with nine years of industry experience. She previously worked at Proquility Private Partners, LLC, Form Wealth Advisors, LLC, and Raymond James Financial Services, Inc. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients with wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and operates multiple affiliated private funds as a general partner or managing member.

Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) based in Jefferson, WI. She holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to her current role, she worked at Zimbrick BMW for six years. Outside of her advisory work, she is active in the Rotary Club of Lake Mills, serving as Chair of the Programs and Public Image committees, and operates an eBay resale store with her family. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than discretionary mandates.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Financial Impact Advisors, Cetera Advisor Networks, LPL Financial, and Noel-Schopen Inc. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Shaun Williams is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Ameritas and its affiliated entities since 2006 and is president of Williams Financial LLC, which provides insurance and business planning services. Williams also owns and manages a farming operation involving hay and livestock. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm provides fee-based asset management and fiduciary advice through a range of strategies, serving a broad client base with both discretionary and non-discretionary portfolio management.

Debra Ranguette is a financial advisor at CWM, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of her advisory role, she is a partner in an accounting and tax firm and serves as a director on the board of a local bank. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and partners with various technology and sub-advisory platforms.

Matthew Rielley is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empower Advisory Group since 2018. Prior to that, he worked at GWFS Equities Inc/Great West Life & Annuity Insurance Company starting in 2006. Outside of his advisory role, he serves as Treasurer for Trail Life, USA, a Boy Scout organization, and is a board member and consulting advisor for Virtue Sports, Inc., a nonprofit sports organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes integrated services through Empower’s platforms and a financial planning approach focused on long-term portfolio returns and clients’ savings rates.

Taylor Smithyman is a CFP® and holds a Series 66 license with 10 years of industry experience. He is a partner at Business & Tax Systems, LLC, an accounting firm providing tax preparation, tax planning, accounting, and payroll services. Smithyman also serves as president of the Rotary Club in Fort Atkinson, WI. He has worked at Financial Impact Advisors, CWM, LLC, CETERA Advisor Networks LLC, and LPL Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Jerry Vang is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Thrivent Financial and R&B Wagner. Outside of advising, he serves as a board member for the Ascension Endowment Fund and owns an IT services business for small companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm emphasizes integrated planning and investment solutions aligned with Empower’s recordkeeping and administrative platforms.

Erika Osborn is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. She has three years of industry experience and also operates Williams Financial LLC, an investment and insurance business she has been associated with since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management using model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on retirement plan services and plan sponsor consulting.