Kathleen Anderson

David Schmitz is a financial advisor with SGL Financial, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with SGL Financial since 2015 and has operated David Schmitz Insurance since 1994 as a licensed insurance agent. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement plans by providing fee-based investment management, financial planning, and consulting. The firm follows a fiduciary standard, emphasizes diversified asset allocation and long-term horizons, and frequently utilizes third-party managers for portfolio implementation.

Del Martin is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021. Prior to that, he spent six years at Associated Investment Services, Inc. Outside of his advisory role, he has been involved with La Vie Bohème since 2010. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, offering various investment vehicles and maintaining dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

William Higgins is a financial advisor with Ameriprise in Oneida, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

Ryan Hetland is a financial advisor at Stifel with 26 years of industry experience. He previously spent 24 years at Lasalle St. Securities, LLC before joining Stifel in 2025. He holds Series 63 and Series 65 licenses. Outside of advisory work, he owns Het Lands LLC, which owns the building leased by his local Stifel office. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.

Gregory Wohlwend is a CFP® professional with 17 years of industry experience, all of which have been with Edward Jones since 2009. He holds a Series 66 license and is based in Three Lakes, Wisconsin. Outside of his advisory role, he volunteers by providing transportation services for participants at LifeWise Academy, a religious education organization, without receiving compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Demers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of Fort Wilderness, a Christian camping organization for youth and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial topics, without managing client portfolios or discretionary trading authority.