Gregory Alan Wohlwend

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.

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His previous roles include positions at LPL Financial, SagePoint Financial, and SII Investments. Wittkopf is also President and CEO of Great North Bank and owns Witt Guns & Ammo, a business based in Eagle River, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and consulting services, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

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.

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.