David Eaton

Rodney Andrae is the sole advisor at Andrae Financial Services LLC, an independent firm based in Darlington, Wisconsin. He holds a Series 65 designation and has 10 years of industry experience, including roles at Centralstar from 2014 to 2022. Andrae Financial Services is a state-registered independent investment adviser managing approximately $7 million in discretionary assets. The firm primarily serves individual and high-net-worth clients, offering customized asset management and financial planning with a focus on fundamental and cyclical analysis, using a variety of investment vehicles and quarterly account reviews.

Laura Barnard is a financial advisor with Thrivent Investment Management in Darlington, WI. She holds the ChFC® designation and Series 66 license, and has 15 years of industry experience. Barnard has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Kim Havens is a financial advisor with Mass Mutual Investors Services in Darlington, WI, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Financial since 2004. Outside of his advisory role, he owns and operates Havens Hilltop Farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Mary Schwartz is a CFP® professional with 39 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Symphonic Financial Advisors for 17 years. Outside of her advisory work, she serves as a committee member of the Sauk Trails Optimist Club. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and both discretionary and non-discretionary strategies.