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.

Michael Vietri is an advisor at Borger Capital Management LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has experience with a chiropractic practice and construction. Borger Capital Management LLC is a state-registered investment adviser serving individuals, families, and small business owners. The firm offers portfolio management and financial planning with a focus on concentrated precious-metals strategies and employs a mix of technical and fundamental analysis.

Mary Klug is a Series 65 licensed advisor with Gradient Advisors, LLC and has four years of industry experience. She has been affiliated with Gradient Advisors since 2022 and also operates Klug Financial Solutions, where she provides insurance services. 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 primarily operates through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that involves clients in transaction approvals and uses fundamental, technical, and cyclical analysis in portfolio management.

Ian Cohrs is a financial advisor with Edward Jones in Merrill, WI, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked at Marshfield Clinic Health System and UW Madison. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

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.