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.

Trevor Johnson is the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

William Lauderdale is a CFP® professional with three years of industry experience, currently serving at Form Wealth Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Primex Inc. Lauderdale has worked in various capacities outside finance, including roles at a restaurant and a country club. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals, combining model allocations with individualized recommendations and offering event-driven financial planning and retirement plan consulting.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Geneva Partners since 2016. Outside of his advisory role, he operates a CPA firm, providing individual tax preparation services. Geneva Partners manages approximately $423.6 million for about 550 clients, offering discretionary investment supervisory services and portfolio management to individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis to implement tailored long- and short-term strategies and maintains an affiliation with an outside accounting practice that supports some clients' tax and accounting needs.

Tyler Rima is a Series 66-licensed financial advisor with Form Wealth Advisors, LLC, based in Lake Geneva, WI. He has one year of industry experience, including prior roles at Raymond James Financial Services and nearly a decade at Lettuce Entertain You, Inc. Form Wealth Advisors is a team-based firm managing approximately $932 million, offering investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and emphasizes client education and structured, event-driven financial planning.

Mark McCurry is a CFP® with 42 years of industry experience, currently serving at Geneva Partners, LLC since 2016. He operates a sole proprietorship focused on insurance sales and service and has served as treasurer of Abingdon United Methodist Church since 1991. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individualized portfolio management to a diverse client base including individuals, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and employs both fundamental and technical analysis in managing portfolios.

Jackson Burk is a financial advisor at Form Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Form Wealth Advisors, he worked at First National Bank and Trust and had an eight-year period outside the industry. Form Wealth Advisors is an SEC-registered, team-based firm managing over $1 billion and serving individual and high-net-worth clients, trusts, business entities, and retirement plans. The firm provides holistic financial planning, discretionary portfolio management, and retirement plan consulting, using a fiduciary, client-specific approach that incorporates multiple analytical methods and emphasizes educational seminars and participant communication.

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.

Jesse Schrock is a CFP® professional with four years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2021, and previously held roles at Raymond James Financial Services. Prior to his financial career, he worked in the hospitality industry at Grand Geneva Resort & Spa and Geneva National Resort & Club. FORM Wealth Advisors provides investment advisory and wealth management services to individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and 3(38) retirement plan consulting.

Tyson Ray is a CFP® professional with 28 years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, and was previously affiliated with Raymond James Financial Services, Inc. He is the founder and chairman of the board of Children’s World Impact, a nonprofit organization focused on community service and mission trips. Tyson is also an author and consultant promoting financial philosophies through his work with The Total Relationship. FORM Wealth Advisors, LLC is a team-based firm serving individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-driven financial planning, and retirement plan consulting, with an emphasis on client education and fiduciary responsibility.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Geneva Partners since 2016, following a one-year tenure at Old Republic International. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis, employing both long- and short-term strategies tailored to clients’ objectives, risk tolerance, and time horizon.

Scott Farrow is a financial advisor at Geneva Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneva Partners since 2016. Farrow is also the owner of Farrow & Associates, a CPA firm where he provides accounting services. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual investors, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis to implement discretionary investment strategies tailored to client needs.

Valerie Lamp is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Geneva Partners since 2010. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients. The firm offers discretionary investment supervisory services and individual portfolio management for a range of clients, including individual investors, charitable organizations, and retirement plans.

Steven Schwefel is a financial advisor at Geneva Partners, LLC with 43 years of industry experience. He has been with Geneva Partners since 2010. Schwefel holds Series 63 and Series 65 licenses. Geneva Partners is an SEC-registered advisory firm managing approximately $423.6 million for about 550 clients, including individual, charitable, and retirement plan accounts. The firm provides discretionary investment supervisory services and individual portfolio management, using both fundamental and technical analysis to implement tailored long- and short-term strategies.

Brayden Zettle is a CFP® professional with four years of experience in financial advising. He is currently with Form Wealth Advisors, LLC, where he has worked since 2021, and previously held positions at Raymond James Financial Services. Form Wealth Advisors, LLC serves individual clients, trusts, business entities, and retirement plans with investment advisory and wealth management services. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Lucas Kuchenberg is a CFP® with 27 years of experience in the financial advisory industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, including serving as part of the firm's seven-advisor team. Prior to joining FORM, he was affiliated with Raymond James Financial Services, Inc. during the same period. FORM Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Adam Kierzek is a CFP® professional with two years of industry experience, currently serving at FORM Wealth Advisors, LLC in Lake Geneva, WI. His prior work includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of financial advising, his background includes experience in education and construction. FORM Wealth Advisors, LLC provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services such as discretionary portfolio management, event-based financial planning, and retirement plan consulting.