Julie Marie Gurkowski Koehn

Julie Endicott is a financial advisor with LVZ, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes roles at Keystone Financial Group and Harbour Investments, Inc. Endicott is also an insurance agent. LVZ, Inc. manages approximately $1.125 billion in assets across over 2,400 client relationships through a team of 17 advisors. The firm provides investment management, financial planning, and consulting services to a diverse client base, employing a variety of portfolio styles and combining fundamental and technical analysis within a top-down framework.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Gregory Dragolovich is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Ripon Chamber of Commerce, where he helps oversee monthly meetings and supports the executive director. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Maxwell Huseboe is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience with Pericles Financial. Outside of advising, he works part time at his father's plumbing business and is a full-time student at the University of Wisconsin-Whitewater. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with access to multiple third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include various asset classes and supports both discretionary and non-discretionary account management.