Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.

Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.

Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning services to individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm employs a bottom-up fundamental research process supplemented by technical analysis, managing portfolios internally with a focus on individual stocks, bonds, and mutual funds.