Carl Johnson

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Shayne Fickling is a ChFC® credentialed financial advisor with 26 years of industry experience, currently practicing at Calton & Associates, Inc. since 2019. Prior to this, he worked for nine years at Capital Financial Services Inc. Outside of advisory work, he serves as Regional Vice President at E4 Insurance Services, where he is involved in recruiting and training advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals through various program structures and analytic approaches.

Jonathan Laventure is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2013. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform offer a range of advisory programs and discretionary portfolios, leveraging both proprietary and third-party investment solutions.

Anthony Tysk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameritas Investment Corp since 2001 and joined Ameritas Advisory Services in 2021. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan consulting, and custom investment strategies, with a focus on both discretionary and non-discretionary portfolio management.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside of his advisory role, Dahl serves on boards for local organizations including the Sauk Prairie Sports Booster and the Sauk City Chamber of Commerce, and volunteers with a children’s hospital community group. He also owns a tent rental business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of advisors using a variety of advisory programs and third-party managers.

Patrick Maguire is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.