Alfred Czerniewski Jr.

Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

Michael Myers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he has experience in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions including discretionary model portfolios and customized program options.

Kenneth Schmocker is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked at several firms including LPL Financial and Advantage Investment Management LLC, and he is also co-owner of Schmocker Financial Services Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and multiple program structures, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Paul Coggins is a CFP® with 38 years of industry experience, currently serving at OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. since 2012 and at Bank of Mauston since 2007. Outside of his advisory roles, he is involved as a sales agent for National Guardian Life’s funeral trust product. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, access to alternative investments, and lending solutions. The firm primarily provides non-discretionary asset management through a large network of investment adviser representatives who utilize a mix of analysis techniques and third-party due diligence.

Andrew Tengblad is a financial advisor with Commonwealth Financial Network based in Mauston, WI, holding a Series 63 designation and 19 years of industry experience. He has previously worked at LPL Financial and Advantage Investment Management LLC. Tengblad is also a co-owner of Schmocker Financial Services, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Kiril Kustief is a financial advisor with Edward Jones in Mauston, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and maintains multiple properties in Wisconsin, including land used for hunting, logging, and preservation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.