Paul Zander

Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

Michael Peat is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at First Rate Wealth Management since 2021, following 21 years at First Rate Financial. Peat serves as a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Jonathan Laventure is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2013. Outside of his advisory role, he serves as a soccer referee for the Mount Horeb Soccer Club. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform offer a range of advisory programs and discretionary portfolios, leveraging both proprietary and third-party investment solutions.

Anthony Tysk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameritas Investment Corp since 2001 and joined Ameritas Advisory Services in 2021. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan consulting, and custom investment strategies, with a focus on both discretionary and non-discretionary portfolio management.