Jakob Patch

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Carlos Coutinho Maia is a financial advisor at Navy Federal Investment Services, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including JP Morgan Securities, Equitable Advisors, Prudential Insurance Company of America, and Edward Jones. Outside of finance, he was involved in operating Carambola Gelato and Coffee Shop LLC for two years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party advisers on platforms such as Envestnet, providing account monitoring, rebalancing, and optional tax and impact overlay services.

Kimberly Niedfeldt is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020. In addition to her advisory role, Kimberly serves as a substitute teacher in multiple school districts in Illinois and is involved as a wellness brand partner promoting health supplements. 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.