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.

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.

Sheena Hanson is a CFP® with 19 years of experience in the financial industry. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. She also serves as a public notary for the state of Wisconsin. Uncommon Cents Investing is a team-based firm offering discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm follows a long-term, tax-conscious investment approach using fundamental analysis and typically manages portfolios with individual equities, ETFs, mutual funds, and fixed income instruments.

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.

Gregory Snyder is a financial advisor at Uncommon Cents Investing in Janesville, WI, with eight years of industry experience. He holds a Series 65 designation and has previously worked at General Motors and Fagan Automotive. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, focusing on long-term, tax-conscious strategies primarily using individual equities complemented by ETFs, mutual funds, and fixed income for diversification. The firm manages approximately $520 million in regulatory assets and offers additional services including ERISA advisory and consulting on estate planning, real estate, insurance, and private-business investments.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.

John Berkley is a financial advisor with Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc., spanning four decades. Outside of advising, he is President of John Berkley, Inc., a business entity used for tax purposes. Uncommon Cents Investing is a team-based firm providing discretionary investment management and financial planning to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious strategies guided by client profiles and written investment plans, typically using individual equities supplemented by ETFs, mutual funds, and fixed income for diversification.

Joel Bailey is a financial advisor at Johnson Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Johnson Wealth Inc. since 2016. Bailey is also a Senior Vice President and Wealth Advisor at Johnson Bank, where he has been employed since 2001. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm focuses on long-term, purpose-driven investment strategies based on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kimberly Niedfeldt is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020. In addition to her advisory role, Kimberly serves as a substitute teacher in multiple school districts in Illinois and is involved as a wellness brand partner promoting health supplements. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.

Keith Wicklund is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2019, previously associated with Cornerstone Wealth Management and LPL Financial. Outside of his advisory role, he serves as secretary and volunteer treasurer for Elev815, a community organization in Loves Park, IL. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jason Niccolai is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. Prior to joining Belpointe, he worked at Three Pillars Wealth Management, AMTEC Corporation, and SSI Technologies, Inc. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for a diverse client base including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisor-specific and third-party investment strategies.

Joel Radakovitz is a CFP® professional with over 41 years of experience in the financial services industry. He has been with Harbour Investments, Inc. for 28 years and also leads Exult Wealth LLC and The Pension Specialists Ltd., where he provides retirement plan consulting and fiduciary services. Outside of his advisory roles, he co-authors and co-owns copyrights for a novel unrelated to investing and holds a minority interest in a golf course. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored by individual advisors and approved third-party managers.

Scott Mosher is a financial advisor with Belpointe Asset Management LLC in Janesville, WI. He holds a Series 66 credential and has 14 years of industry experience. Prior to his current role, he worked at The Leaders Group Inc and MML Investors Services, among others. Outside of advising, Mosher coaches high school athletics and serves on the Monroe Chamber of Commerce board. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, employing advisor-specific strategies and third-party model partnerships.

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.

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Bates Financial Advisors, Bates Securities, and Robert W. Baird. Outside of her advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Chad Karl is a CFP® with 30 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc. and Wrp Investments, Inc. Outside of advising, he is involved in local nonprofit and community organizations, including serving as treasurer for a law enforcement support group and as a finance committee member for a church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of managed portfolios and third-party money managers, supported by integrated clearing and custody capabilities through StoneX Group affiliates.

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

Jared Arn is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. He previously worked at LPL Financial for 15 years before joining Advisory Services Network and Calton & Associates, Inc. in 2026. Outside of his advisory work, he serves as an assistant track and field coach. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets.