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 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

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.

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.