Jeffery Dale Isaacson

Ludger Borger is a financial advisor at Borger Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life and Knights of Columbus. Borger is also involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management LLC is a state-registered investment adviser that serves individuals, families, and small business owners with asset management, financial planning, and insurance planning. The firm’s investment approach includes charting, fundamental, technical, and cyclical analysis, with a notable focus on concentrated positions in precious metals and related instruments.

Mary Klug is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. She has also been involved with American Senior Benefits and operates Klug Financial Solutions, where she provides insurance services. Additionally, Klug is the owner and Investment Advisor Representative of Klug Wealth Management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Ian Cohrs is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has work history including roles at Edward Jones and the Marshfield Clinic Health System. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Katie Helmstadter is a CFP® and ChFC® affiliated with Edward Jones, where she has worked for 10 years. She holds the Series 66 designation and has a decade of industry experience. Outside of her advisory role, she is involved with Pagels Destination, a restaurant in Athens, WI, where she has bartended since 2015. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets through a widespread network of financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Kevin Cohrs is a financial advisor with Edward Jones, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages an office rental property in Merrill, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Connor Finucan is a financial advisor at Edward Jones with the Series 66 designation and one year of experience at the firm. His prior work history includes roles at Tactical Search and Recruitment, Angi Services, Midwest Communications, Inc., and Rembrandt Commercial Cleaning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.