Del Daniel Martin

Gavin Ostermann is a financial advisor at Kerberrose Wealth Management, LLC with Series 65 credentials. He has one year of industry experience and previously worked at UW-Whitewater and in the construction and logging industries. Outside of advising, he continues to be involved with CTO Logging, a business he has been part of since 2017. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs diversified portfolio construction based on modern portfolio theory and offers a range of financial planning and retirement plan advisory services.

David Schmitz is a financial advisor with SGL Financial, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with SGL Financial since 2015 and has operated David Schmitz Insurance since 1994 as a licensed insurance agent. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement plans by providing fee-based investment management, financial planning, and consulting. The firm follows a fiduciary standard, emphasizes diversified asset allocation and long-term horizons, and frequently utilizes third-party managers for portfolio implementation.

Kasha Herrmann Flanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 19 years of industry experience. She holds the Series 66 designation and has been with LaSalle St. Securities, LLC since 2009. She is a part owner of Erbert and Gerberts, a business venture associated with her husband, and serves on the Nicolet College Foundation Board. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management.

Kathleen Anderson is a CFP® professional with 30 years of industry experience, currently serving at Commonwealth Financial Network since 2005. She is also a co-owner of Financial Strategies Group, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

William Higgins is a financial advisor with Ameriprise in Oneida, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

Ryan Hetland is a financial advisor at Stifel with 26 years of industry experience. He previously spent 24 years at Lasalle St. Securities, LLC before joining Stifel in 2025. He holds Series 63 and Series 65 licenses. Outside of advisory work, he owns Het Lands LLC, which owns the building leased by his local Stifel office. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.