Mac Kenzie Zajec

Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Crown Capital Securities and running his own businesses since 1990. Outside of advisory work, he is involved in farming through a personally owned enterprise. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1987. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Christopher Wicker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Harbour Investments Inc. and operates Wicker Financial Services, where he also provides tax preparation and accounting services as a 1099 contractor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Chad Shafer is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 18 years of industry experience. He previously worked at Avantax Investment Services, Inc. and operates Shafer Financial Services, SC, a tax preparation and accounting business. In addition to his advisory work, he serves as a volunteer firefighter with United Fire & Rescue and owns Headed North, LLC, a kayak rental and storage business. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.