Merlin Earl Ames

Michelle Thomson Henry is a financial advisor with Friday Financial, holding the PFS™ and Series 65 designations and bringing 12 years of industry experience. She previously worked for Honkamp Krueger Financial Services for 13 years and has been a CPA at Honkamp P.C. since 2002. Friday Financial provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and employs third-party managers and software to support its investment strategies.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Aaron Cullen is a financial advisor with Friday Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Honkamp Krueger Financial Services from 2013 to 2026 and has been a partner at Honkamp, P.C., a public accounting firm, since 1997. Cullen also serves as volunteer treasurer on the board of Family Advocates, Inc., a domestic abuse shelter. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, typically using diversified, low-turnover, passively managed portfolios supplemented by model portfolios and allocation software.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.