Jeffrey Lokken

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 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., Mass Mutual Life Insurance Company, and Braun Intertec Corporation. Outside of his advisory role, he is involved in independent insurance sales and owns Swartz Financial Planning, a financial services business. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses, offering financial planning and both discretionary and non-discretionary portfolio management. The firm focuses on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with documented investment policies and tax-efficient asset allocation.

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.

Nathan Deets is a CFP® and holds a Series 65 license, with 19 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2006. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory services.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.