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Ralph L

Series 63

Gays Mills, WI

Lemley Yarling Management Co

Ralph Lemley II is the sole advisor at Lemley Yarling Management Co. He holds a Series 63 designation and has 60 years of industry experience. Mr. Lemley has worked with Lemley, Yarling & Co. since 1986 and with Lemley Yarling Management Co. since 1984. Lemley Yarling Management Co. provides individualized portfolio management and investment advice to individuals, retirement and profit-sharing plans, trusts, and charitable organizations, generally on a discretionary basis. The firm maintains a small, long-standing client base and emphasizes risk avoidance and market timing through investments in quality stocks, large-cap equities, ETFs, and cash or short-term Treasury positions.

Active portfolio management Concentrated stock management Tax-loss harvesting
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Brandi W

Series 63, Series 65

Blue River, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Sara S

Series 63, Series 66

Boscobel, WI

Edward Jones

Sara Stowell is a financial advisor with Edward Jones in Boscobel, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Edward Jones since 2018, with a brief tenure at Fairway Outdoor Advertising and Cottonwood Financial prior to that. Outside of her advisory work, she manages commercial rental properties in Boscobel. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services through a nationwide network of financial advisors, supporting approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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