Eric William Moen

Tyler Adams is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, Adams serves as a referee for the Wisconsin Interscholastic Athletic Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using both in-house and third-party managers across traditional and non-traditional investment strategies.

Daniel Wilhelm is the principal of Analytical Investment Services in La Crosse, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Analytical Investment Services since 1994. Outside of advising, he owns and operates a real estate appraisal business and serves as treasurer of the La Crosse Logan Alumni Association. Analytical Investment Services provides discretionary, personalized portfolio management primarily for individual clients, managing approximately $7.5 million in assets. The firm employs both fundamental and technical analysis with a focus on long-term purchase strategies using no-load mutual funds and ETFs, and it does not impose a minimum account size.

Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at La Crosse Financial Planning Inc., Voya Financial Advisors, Mass Mutual Life Insurance Company, MML Investors Services, and Braun Intertec Corporation. In addition to advising, he operates his own financial planning and insurance businesses. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management with an emphasis on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income. The firm delivers written investment policy statements and maintains ongoing client planning with periodic reviews.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors and Next Financial Group Inc. Klauke serves on the board of the La Crescent Area Event Center and is involved in fixed insurance sales through Klauke Investments & Insurance Services. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Maximillion Goulet is an advisor at Fiduciary Financial Planning Network with a Series 65 designation and no prior industry experience. His background includes service in the U.S. Army since 2022 and work in various roles such as landscaping and hospitality. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and discretionary and non-discretionary portfolio management. The firm emphasizes index-based, long-term buy-and-hold portfolios with an investment approach focused on ETFs, mutual funds, and fixed-income allocations, supported by written investment policy statements and ongoing financial planning.