Jeffery Isaacson

Ludger Borger is a financial advisor at Borger Capital Management LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Borger International Consulting Group, Borger Capital Group LLC, and New York Life Insurance Company. Outside of advising, he is involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management is a state-registered investment adviser serving primarily individual clients through discretionary portfolio management and financial planning. The firm employs a combination of technical, fundamental, and cyclical analyses and offers a range of investment strategies, focusing on a small client base rather than high-net-worth households.

Mary Klug is a Series 65 licensed financial advisor with Gradient Advisors, LLC, where she has worked since 2022. She has four years of industry experience and previously worked at Bankers Lief from 2013 to 2016. Mary is also involved in insurance services through Klug Financial Solutions, which she has owned since 2016. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives across 154 offices and manages approximately $218.6 million in regulatory assets under management.

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 financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and ChFC® designations as well as the Series 66 license. Outside of her advisory role, she has been involved in bartending and managing a restaurant business in Athens, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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.

Christopher Robinson is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Robinson is involved with FABULUX Productions, providing sound production for events and performing wedding services as an ordained minister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.