Michael Callan

Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2008. He is also the owner of JMJ Retirement Solutions, an independent insurance agency that may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies and model-based solutions across various asset classes.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and has a background in education with several years at local school districts. 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management.

Beau Schroeder is a financial advisor at Harbour Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to his advisory career, he worked for Sleepy Hollow Chevrolet Buick GMC for ten years. Schroeder also serves as a school board member for Kickapoo Area Schools. 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. 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 model-based solutions through a subscription platform.