Micah Snyder

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Associated Bank, JL Business Interiors, and several other companies. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a predominantly non-discretionary basis.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. in Reedsburg, WI, with nine years of industry experience. She holds the Series 66 designation and has been with Associated Investment Services since 2016. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Daily Erickson is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of advising, he is involved with Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin, where he works as a bartender. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis while leveraging relationships with Associated Banc-Corp and other affiliated entities.

Michael Wentland is a financial advisor with Money Concepts Capital Corp in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he is involved with APEXX, LLC and owns APEXXmas Tree Farm in New Lisbon, WI. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.