Michael Julius Baerwald

Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

Brian Hamm is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Mutual of Omaha from 2010 to 2019 before joining J.W. Cole Advisors and J.W. Cole Financial in 2019. Hamm is also a partner in Luebeck Geisler Hamm Wealth Management, Inc., where he is involved in financial planning and insurance sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

Joel Heeringa is a financial advisor with Edward Jones in Waupun, Wisconsin, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. He serves as president of the Utility Commission of Waupun, a board responsible for overseeing the city’s public utilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Schlotthauer is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves on several nonprofit boards including the Schauer Arts and Activities Center and the Hartford Historical Preservation Foundation, and he participates on the finance committee of Emmanuel Community United Methodist Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Vanessa Welter is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Additionally, she is a sales associate at Walgreens. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, model portfolio management, and access to a range of brokerage and insurance products within an integrated platform.

Samantha Feest is a financial advisor at Edward Jones in Hartford, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in healthcare positions at Ascension Wisconsin Hospitals and Advocate Aurora St. Luke's Hospital, and also has experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.