David Geschke

Andrew Gile is a financial advisor at A. Gile & Co. with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army with the Department of Defense for eleven years. Outside of advising, he holds a paid internship position with Malik Law Group. A. Gile & Co. provides portfolio management and financial planning services for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm uses a rules-based value investing approach focused on individual equities and bonds, with an emphasis on tax efficiency and risk management, including hedging strategies.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Dustin Meisel is a financial advisor at Cornerstone Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory role, he is involved with Mr. Brew Taphaus, a business he has been part of since 2016. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management, financial planning, and retirement consulting. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.