Ralph Lemley II

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.

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.

Jonathan Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Northwestern Mutual Wealth Management and Uvest Financial Services Group. Outside of his advisory role, he also drives for Uber on a part-time basis. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and operates at scale with a large client base and high client-to-advisor ratio.

Jackson Ringelberg is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at U.S. Bank, U.S. Bancorp Investments, Inc., Arena Americas, RBC Wealth Management, and Double U. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and multiple custodial platforms.

John Broerman is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, previously serving at INVEST Financial Corporation and Johnson Bank. Outside of his advisory role, he is involved with Johnson Insurance, LLC, referring insurance business to the bank’s insurance company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Lee Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously held roles at Wisconsin Lutheran College and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across a broad range of financial topics. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.