Thomas Allen Wittkopf

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and M&I Bank. Outside of advisory work, she owns a restaurant equipment service business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors in Eagle River, WI, holding a Series 63 license and 35 years of industry experience. He previously worked at Commonwealth Financial Network and First National Investment Center. Patterson serves as secretary for Ducks Unlimited and is a board member of Aspirus Hospital North Division. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party models, with both discretionary and non-discretionary strategies tailored to client objectives.

Chad Kielty is a financial advisor with Edward Jones in Eagle River, WI, holding a Series 66 designation and four years of industry experience. He previously worked at M Health Fairview and Robert Half before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jessica Meulendyke is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2021. Prior to this, she spent five years with Lutheran Indian Ministries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning with managed accounts under a consolidated billing option.