Robert F. Schmocker

Ann Doty Mitchell is a financial advisor with Advisory Solutions Group, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Cetera and Summit Brokerage Services. Outside of her advisory work, she is involved in small entrepreneurial ventures including production and sales of handmade bows and homemade fudge, as well as operating a reusable litter collection business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm utilizes a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers portfolio management, financial planning, and consulting services.

Michael Myers is a financial advisor with Commonwealth Financial Network in Mauston, WI, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Commonwealth in 2021, he worked at Voya Financial Advisors, Inc. and held roles at MML Investors Services, Mass Mutual Life Insurance Company, and Mutual of Omaha. Outside of his advisory work, he was involved with a business called It Make$ Cents! from 2016 to 2018. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a wide range of services, including managed-account programs, third-party asset manager access, and retirement consulting, and offers both discretionary and nondiscretionary portfolio management solutions.

Kenneth Schmocker is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked at several firms including LPL Financial and Advantage Investment Management LLC, and he is also co-owner of Schmocker Financial Services Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and multiple program structures, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Paul Coggins is a CFP® with 39 years of industry experience, currently serving at OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. since 2012, Bank of Mauston since 2007, and SII Investments, Inc. from 1998 to 2012. Additionally, he is involved as a sales agent with National Guardian Life's Funeral Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on decentralized investment management.

Andrew Tengblad is a financial advisor with Commonwealth Financial Network based in Mauston, WI, holding a Series 63 designation and 19 years of industry experience. He has previously worked at LPL Financial and Advantage Investment Management LLC. Tengblad is also a co-owner of Schmocker Financial Services, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, retirement plan consulting, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Kiril Kustief is a financial advisor with Edward Jones in Mauston, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and maintains multiple properties in Wisconsin, including land used for hunting, logging, and preservation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.