KLCM Advisors, Inc.

Neal Coleman is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including a long tenure at Wells Fargo Funds Distributor, LLC since 2013. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals and various institutional clients, focusing on value-oriented equity research and traditional credit analysis. The firm manages roughly $1.9 billion in assets, employing fundamental research and derivatives strategies within separately managed accounts.

Mark Sailer is a CFA® charterholder affiliated with KLCM Advisors, Inc. in Milwaukee, WI, where he has worked since 2002. He holds the Series 63 designation and has two years of industry experience. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm focuses on fundamental, value-oriented equity research and traditional credit analysis, managing roughly $1.9 billion in assets with an emphasis on separate accounts across value equity, balanced, and fixed income strategies.

Katherine Licau Gifford is a CFA® charterholder with two years of industry experience. She has been with KLCM Advisors, Inc. since 2004 and is based in Milwaukee, WI. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes fundamental, value-oriented equity research and traditional credit analysis, managing separate accounts across value equity, balanced, and fixed income strategies without incorporating ESG criteria.

James Kitzinger is a financial advisor at KLCM Advisors, Inc. in Milwaukee, WI, holding a Series 63 designation with 33 years of industry experience. He has worked at KLCM Advisors since 1993. KLCM Advisors, Inc. provides discretionary portfolio management to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, focusing on value-oriented equity research and traditional credit analysis. The firm manages roughly $1.9 billion in assets across value equity, balanced, and fixed income strategies, often using derivatives in separately managed accounts.