Dakotah Kirchenwitz

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.

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.

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.

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent since 2015. Outside of advising, Simons is involved in local business ventures including co-ownership of property management entities and assisting with maintenance at an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its “WealthPlan” option while maintaining separate delivery of each.

Kelly Marshall is a financial advisor with Raymond James Financial in Princeton, WI, holding a Series 63 designation and 29 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1997 and owns a support company, M & M Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.