Nathan Breiby is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies with diversified investment approaches tailored to clients’ goals and offers both fiduciary retirement-plan management and participant education.

Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Klaas Financial Asset Advisors since 2023. Her prior experience includes roles at the University of Queensland and Compass Properties. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets across more than 1,100 client households.

Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He previously worked at Securities America, Inc. and Investacorp, Inc. Klaas serves as president of a homeowners association in Verona, Wisconsin, on a volunteer basis. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm focuses on long-term, asset-allocation strategies emphasizing diversification and customizes advice based on client goals and risk tolerance.

Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.

Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Eric Schmitz is a CFP® professional at Klaas Financial Asset Advisors, LLC with four years of industry experience. Prior to joining Klaas Financial, he worked at Woodbury Financial Services and MD Financial/Vestment Financial. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through a range of services including discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets through its Klaas Investment Portfolios wrap-fee program.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.

Aaron Schueller is a financial advisor at Klaas Financial Asset Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at firms including Orgel Wealth Management and Accel Wealth Management LLC. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering services such as discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides a wrap-fee program alongside a structured retirement-plan practice.

Joshua Stirling is a CFA® charterholder with eight years of industry experience. He has been with Klaas Financial Asset Advisors, LLC in various capacities since 2017. Outside of his advisory role, he serves as Vice President and a Board Director for the CFA Society Madison, where he also contributes to the Programming Committee. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors with a focus on long-term, asset-allocation driven strategies emphasizing diversification. The firm offers discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting, managing approximately $758 million in assets across more than 1,100 client households.

Dylan Henderson is a financial advisor with Klaas Financial Asset Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Klaas, he held positions at Rock Valley Credit Union, Upstream Investment Partners, and various educational institutions. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools within its service offerings.

Kyle Kite is a financial advisor at Klaas Financial Asset Advisors, LLC with 12 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Klaas Financial, he worked at Securities America, Inc. and Investacorp Inc. In addition to his advisory role, Kite is also licensed as an insurance agent and provides consultations on insurance policies to clients. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors by offering discretionary portfolio management, financial planning, tax preparation, and retirement plan services. The firm emphasizes long-term, asset-allocation strategies and provides both discretionary and non-discretionary investment consulting tailored to clients’ goals and risk tolerance.

Morgan Tegeler is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Klaas in 2024, Morgan worked at Bates Financial Group for two years and held roles outside the industry, including a position at General Mills. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management, financial planning, tax-preparation services, and non-discretionary investment consulting. The firm employs long-term, asset-allocation driven strategies focused on diversification and tailors recommendations to client-specific goals and risk tolerance.

Eric Schwartz is a CFP® professional with 13 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. Prior to that, he held roles at TIAA-CREF and several divisions of WEA, including WEA Financial Advisers, Inc. and WEA Member Benefits. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies focused on diversification and tailors recommendations to client goals and risk tolerance.