Jeffrey Thomas Breit

Travis Rose is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 14 years of industry experience, including 13 years at Thrivent Financial for Lutherans. He is also president of Pinnacle Wealth Management and CEO of RBG Ventures LLC, which support his wealth management activities at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and offers advisory programs alongside specialized services such as municipal advisor support and SIMPLE IRA employer consulting.

Jenny Behrens is a Series 63 licensed financial advisor with Edward Jones, based in Antigo, Wisconsin. She has 19 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brady Koss is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Rhonda Klement is a financial advisor with Ameriprise in Antigo, WI, holding a Series 66 credential and 23 years of industry experience. She has been with Ameriprise since 2013, including six years in her current role. Outside of her advisory work, Klement serves on several nonprofit boards, including the Langlade County Fair, the Wisconsin Association of Fairs, and the United Way, and coordinates the Langlade County Fair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and incorporates algorithmic tools with oversight to support its retirement income strategies.

Thomas Koss is a CFP® with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, combining a broad platform with technology tools and oversight of substantial discretionary assets.

Nate Burtman is a financial advisor with J.P. Morgan Securities in Antigo, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A. Additionally, he served on the Trinity Church Special Fund Committee for four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.