Mac Kenzie Stephen Zajec

Abbey Spoo is a CFP® professional with 10 years of experience in financial advising. She is the sole advisor at 808 Investments, an independent firm she joined in 2024 after eight years at Marquette Asset Management, LLC. 808 Investments is a fee-only registered investment adviser serving high-net-worth individuals and business owners. The firm provides discretionary wealth management and comprehensive financial planning, emphasizing customized Investment Policy Statements and a blend of fundamental and charting analysis with both passive and active strategies.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial since 1987 and holds the Series 63 designation. Based in Hammond, WI, he has a long tenure at the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Wicker is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Harbour Investments Inc., Invest Financial Corporation, and Transamerica Financial Advisors. In addition to his advisory role, he is a 1099 contractor providing tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Chad Shafer is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and 65 licenses and has 18 years of industry experience. He has worked with Avantax Investment Services, Inc. for 18 years and leads Shafer Financial Services, SC, a tax preparation and accounting business. Additionally, he serves as a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business in Baldwin, WI. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and more than $256 billion in assets under management.

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.