Kiril Kustief

Michael Myers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he has experience in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management services. The firm offers a range of investment solutions including discretionary model portfolios and customized program options.

Kenneth Schmocker is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked at several firms including LPL Financial and Advantage Investment Management LLC, and he is also co-owner of Schmocker Financial Services Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and multiple program structures, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Paul Coggins is a CFP® with 38 years of industry experience, currently serving at OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. since 2012 and at Bank of Mauston since 2007. Outside of his advisory roles, he is involved as a sales agent for National Guardian Life’s funeral trust product. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, access to alternative investments, and lending solutions. The firm primarily provides non-discretionary asset management through a large network of investment adviser representatives who utilize a mix of analysis techniques and third-party due diligence.

Andrew Tengblad is a financial advisor with Commonwealth Financial Network based in Mauston, WI, holding a Series 63 designation and 19 years of industry experience. He has previously worked at LPL Financial and Advantage Investment Management LLC. Tengblad is also a co-owner of Schmocker Financial Services, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Kevin Morrison is a financial advisor with Raymond James & Associates in New Lisbon, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

Robert Schmocker is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 21 years. Outside of his advisory role, he is a business owner and a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.