Kristin Beseler

Daniel Wilhelm is the principal of Analytical Investment Services in La Crosse, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Analytical Investment Services since 1994. Outside of advising, he owns and operates a real estate appraisal business and serves as treasurer of the La Crosse Logan Alumni Association. Analytical Investment Services provides discretionary, personalized portfolio management primarily for individual clients, managing approximately $7.5 million in assets. The firm employs both fundamental and technical analysis with a focus on long-term purchase strategies using no-load mutual funds and ETFs, and it does not impose a minimum account size.

Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., Mass Mutual Life Insurance Company, and Braun Intertec Corporation. Outside of his advisory role, he is involved in independent insurance sales and owns Swartz Financial Planning, a financial services business. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses, offering financial planning and both discretionary and non-discretionary portfolio management. The firm focuses on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with documented investment policies and tax-efficient asset allocation.

Kathryn Wiegrefe is a financial advisor with Fiduciary Financial Planning Network, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Mutual of Omaha since 2014. Outside of advising, she serves as an election worker, assisting voters and ensuring election integrity during election days. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes index-based, long-term buy-and-hold investment strategies with a focus on tax efficiency and documented client risk tolerance.

Robert Boll is a financial advisor at Van Clemens Wealth Management, LLC with a Series 65 designation and over five years of experience in financial and corporate roles. His prior work includes positions at Benchmark Electronics, LaCrosse Financial Planning, and Polaris Inc., among others. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and risk tolerance, blending modern portfolio theory with fundamental and technical analysis, and provides access to a broad range of third-party managers and affiliated business services.

Freeman Linde is a CFP® with nine years of industry experience, currently serving at Fiduciary Financial Planning Network. His prior experience includes roles at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., MSI/MML Investors Services, LLC, and Massachusetts Mutual Life Insurance. He hosts and writes for the RetireMentorship podcast and blog, which offers educational content on retirement topics to the public. Fiduciary Financial Planning Network is a team of five advisors providing financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm uses an index-based, long-term investment approach with an emphasis on ETFs, mutual funds, and fixed-income allocations.