Jeffrey Melvin Lokken

Tyler Adams is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, Adams serves as a referee for the Wisconsin Interscholastic Athletic Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using both in-house and third-party managers across traditional and non-traditional investment strategies.

Daniel Wilhelm is the principal of Analytical Investment Services in La Crosse, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Analytical Investment Services since 1994. Outside of advising, he owns and operates a real estate appraisal business and serves as treasurer of the La Crosse Logan Alumni Association. Analytical Investment Services provides discretionary, personalized portfolio management primarily for individual clients, managing approximately $7.5 million in assets. The firm employs both fundamental and technical analysis with a focus on long-term purchase strategies using no-load mutual funds and ETFs, and it does not impose a minimum account size.

Thomas Greylak is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined his current firm in 2022. Outside of his advisory work, he is involved with GreyFox Farm Shop, a farming business in Trempealeau, WI. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a mix of fundamental, quantitative, and manager-based investment approaches, combining adviser oversight with digital advisory tools and offering access to LPL-sponsored programs and model portfolios.

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at La Crosse Financial Planning Inc., Voya Financial Advisors, Mass Mutual Life Insurance Company, MML Investors Services, and Braun Intertec Corporation. In addition to advising, he operates his own financial planning and insurance businesses. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management with an emphasis on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income. The firm delivers written investment policy statements and maintains ongoing client planning with periodic reviews.

Lawrence Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial LLC since 2010. Schamberger is involved in managing an independent investment advisory firm alongside his work at LPL Financial. Schamberger, Greylak & Utterback Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary asset management, financial planning, and ERISA plan consulting, using a combination of fundamental, quantitative, and manager-based investment approaches tailored to clients’ financial situations and risk tolerances.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors and Next Financial Group Inc. Klauke serves on the board of the La Crescent Area Event Center and is involved in fixed insurance sales through Klauke Investments & Insurance Services. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and rebalancing.