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 principal of Fifth Point Advisors LLC in Ettrick, WI, holding a Series 65 license with 10 years of industry experience. He is also the founder and principal of Starbridge Venture Capital LLC, focusing on venture investments in technology and commercial space startups. Additionally, Jorgenson serves as a trustee for Acorn Irrevocable Trust, a director of Heartland Mutual Insurance, and treasurer for the French Creek Lutheran Church Foundation. Fifth Point Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a private pooled vehicle, Woodridge Capital LP. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, with services that include asset allocation, security selection, and portfolio monitoring.

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., and Mass Mutual Life Insurance Company. In addition to advising, he operates his own financial planning and insurance businesses. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes index-based, long-term buy-and-hold investment strategies using ETFs, mutual funds, and fixed-income assets, with documented risk tolerance and tax-efficient asset allocation.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors, Inc. and Next Financial Group Inc. He serves on the board of the La Crescent Area Event Center and is involved in fixed life 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 institutional clients. The firm employs a Strategy Diversification approach, allocating across mutual funds, ETFs, individual securities, and alternative strategies, and generally manages 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.