Kelly Roxanne Marshall

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.

Dakotah Kirchenwitz is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Empower, Kirchenwitz worked at Distribution Strategy Group and several other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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–credentialed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held a position at Plexus Corporation. Outside of his advisory role, he serves as the 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. The firm offers a wide range of advisory programs and investment solutions, supported by an extensive nationwide network of financial advisors and branch offices.

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent since 2015. Outside of advising, Simons is involved in local business ventures including co-ownership of property management entities and assisting with maintenance at an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its “WealthPlan” option while maintaining separate delivery of each.