Kerry Whalen

Patrick Bradley is a financial advisor with MyFamilyCFO, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at MyFamilyCFO, Inc. since 2011 and at Manufactured Financial Solutions, LLC since 2019. He is also co-owner of MY COMPANY CFO, LLC, a dormant business management consulting entity. MyFamilyCFO, Inc. provides comprehensive financial planning and wealth management services to individuals, families, businesses, and high-net-worth clients, using a proprietary Virtual Family Office framework called Your FuturePresent™ Story. The firm’s advisory approach is primarily consultative, focusing on fundamental analysis and referring clients to third-party investment managers without exercising investment discretion.

Navi Dowty is a financial advisor with Associated Retirement Planners, Inc. in Wausau, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Associated Retirement Planners since 2008 and has operated Navi Dowty & Associates, Inc. since 1982. Outside of advisory work, he owns the DuPage Tax Group and authored the book *Financial Success for the Smiling Retiree*. He also holds a partial non-employee, non-controlling interest in Redhawk Wealth Advisors in Minneapolis. Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically manages client assets through referral and solicitor relationships with third-party advisers on a non-discretionary basis and offers financial planning on an hourly basis.

Jeremy Reif is a financial advisor at Point Wealth, LLC in Wausau, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at several firms, including World Equity Group and Taylor Capital Management, and has operated his own business, Reif Financial LLC, since 2011. In addition to his advisory work, he is involved in tax preparation services through Point Wealth Tax Services and records audiobooks through Point Audio, LLC. Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary asset management and comprehensive financial planning. The firm integrates tax and legal considerations into its goal-based investment strategies, reviews portfolios regularly, and accommodates client-imposed investment restrictions.

Ludger Borger is a financial advisor at Borger Capital Management LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Borger International Consulting Group, Borger Capital Group LLC, and New York Life Insurance Company. Outside of advising, he is involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management is a state-registered investment adviser serving primarily individual clients through discretionary portfolio management and financial planning. The firm employs a combination of technical, fundamental, and cyclical analyses and offers a range of investment strategies, focusing on a small client base rather than high-net-worth households.

Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.

Derek Hoff is a financial advisor at Hoff Private Wealth with six years of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual and Hoff Brothers, LLC. Hoff is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based approach with a variety of investment vehicles tailored to client risk profiles.