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 20 years of industry experience. She holds a Series 66 designation and has been with LaSalle St. Securities, LLC since 2009. Outside of her advisory role, 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 provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Quincy Gerrits is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors, LLC for one year and was affiliated with the University of Wisconsin - Madison for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Kathleen Anderson is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network since 2005. She is also co-owner of Financial Strategies Group, LLC, an entity supporting securities, advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

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.