Joseph Gustafson

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.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Strang is a Series 65-licensed advisor at Rosemeyer Management Group with one year of industry experience. Prior to joining the firm, Brooklyn held positions at various organizations including Badger Pool, Kari Strang Tax & Accounting, and Benton State Bank. Outside of finance, Brooklyn has experience as a self-employed daycare provider and involvement with the Badger Mine & Museum. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented investment approach that includes fundamental, technical, and cyclical analysis along with opportunistic shorter-term positions.