Cassandra Leigh Weigel

Brian Waelti is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Harbour Investments since 2004 and previously operated Waelti Investment Services. He is also involved as an independent insurance agent, including work with equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory services with investment approaches tailored by individual advisors and third-party managers.

Douglas Halverson is a financial advisor with Associated Investment Services, Inc. in Portage, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with the firm since 2007 and has additional experience as an independent distributor of nutrition and supplement products through Advocare since 2014. Halverson also worked with Spectrum Pyrotechnics from 2021 to 2023. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering mostly non-discretionary investment management on the Envestnet/NFS platform.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with tools such as the Color of Money Risk Analysis.

Shelbie Williams is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience and holds a Series 66 designation. Her background includes roles at Kampen Financial & Wealth Management, Grow Well Financial, and several dental practices. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on risk objectives and provides unique features such as Biblically Responsible Investing strategies and various billing options.

Preston Baus is a financial advisor with American Independent Securities Group, LLC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Edward Jones for five years before joining his current firm in 2021. He serves on the Planned Giving Advisory Council for the Agrace Foundation in Baraboo, WI. American Independent Securities Group offers investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, focusing primarily on non-discretionary portfolio management and access to third-party managers and estate-planning services.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.