Joseph Jost

Atley Gay is a Series 65-licensed financial advisor with Merit Financial Advisors, bringing four years of industry experience. Prior to joining Merit Financial Group in 2024, Atley worked for Access Investment Advisors, Inc. for nine years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Chad Schwoerer is a financial advisor with Calton & Associates, Inc. in Manitowoc, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Calton & Associates since 2019 and previously worked at Capital Financial Services for ten years. Outside of his advisory role, he owns and operates JKC Insurance and Investment Services, LLC, which engages in the sale of life, health, and fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides various program structures and combines commission-based product sales with assets under management fees through its dual registration as both a registered investment adviser and broker-dealer.

William Casey is a CFP® and ChFC® with 30 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Access Investment Advisors Inc. for nearly three decades. Outside of his advisory role, he is the managing member of Lake Effect Ventures Manitowoc LLC, overseeing the remodeling and preparation of a venue space for rental. Merit Financial Group, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Samantha Fitzgerald is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Ashley Jagemann is a financial advisor at Edward Jones in Manitowoc, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, she worked in the education sector with the Two Rivers Public School District and the Sheboygan Area School District. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.