Harold Hellen

Michelle Bertram is a Series 65-licensed financial advisor with 18 years of experience, currently operating Bertram Financial Advisor Services in Mineral Point, Wisconsin. She has been self-employed since 1997 and is also involved in insurance services as an owner. Bertram Financial Advisor Services places clients with third-party money managers and provides financial planning, portfolio management support, and adviser referrals. The firm does not manage assets directly but reviews third-party manager portfolios and suitability, acting as a liaison without exercising investment discretion.

Beverly Bertram is a financial advisor at Bertram Financial Advisor Services with 17 years of industry experience. She holds the Series 65 designation and has been involved with Bertram Financial Advisor Services since 2008 and Bertram Financial Group since 2004. Outside of advisory work, she is a licensed insurance agent and spends more than half of her professional time in insurance services. Bertram Financial Advisor Services places clients with third-party money managers and provides financial planning, portfolio management support, and adviser referrals. The firm does not manage assets directly but performs ongoing due diligence and acts as a liaison between clients and managers.

Michael Peat is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at First Rate Wealth Management since 2021, following 21 years at First Rate Financial. Peat serves as a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. 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 employs a combination of fundamental and technical analysis to develop customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Paul Zander is a financial advisor with LPL Financial in Barneveld, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial and the State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band one to two times per month through his involvement with Sandman Music Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jenny Dochnahl is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.