Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Jenna Laws is a CFP® and CFA® with 16 years of experience in financial advising. She has worked at Evexia Wealth, LLC since 2023 and previously spent ten years with Thrivent Financial for Lutherans and its affiliated firms. Outside of her advisory role, Jenna serves as Vice President and Board Member of 16 Days, Inc., a 501(c)(3) NICU charity, and is involved in coaching entrepreneurs through MaxLife, LLC. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers named model portfolios, including those with digital-asset and option-related ETFs.

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Joseph Watson is a CFP® with 22 years of experience in the financial services industry. He currently serves as an advisor at Evexia Wealth, LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among others. Outside of his advisory role, he is also a licensed agent for fixed insurance. Evexia Wealth is a SEC-registered advisory firm that manages approximately $329 million across about 400 client relationships, serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis-driven investment approach and offers customized portfolios alongside ongoing financial planning and consulting.

Scott Biertzer is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for six years before joining his current firm in 2021. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers access to model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Gr Hartsough is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Stifel Nicolaus for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is a member of GR54467, LLC and HH Ranch LLC, both non-investment-related business ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Ronald Shnowske is a financial advisor at Edward Jones in Mosinee, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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 large nationwide network of financial advisors and branch offices.

Debra Gawlik is a Series 66-registered financial advisor with Edward Jones, based in Milladore, WI. She has 24 years of industry experience, all with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Flynn is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in health-related roles at the Marathon County Health Department, Forest County Potowatomi Health & Wellness Center, and Aspirus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a broad range of investment strategies and affiliated products while operating under a fiduciary standard.

Kirill Romashov is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Sentry Insurance and Valley Communities Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dorece Johnson is a CFP® professional with 22 years of experience in the financial industry, currently serving at Edward Jones since 2004. She holds a Series 63 license and is based in Stevens Point, WI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Russell is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Justin is based in Stevens Point, Wisconsin. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

Nate Burtman is a financial advisor with J.P. Morgan Securities in Stevens Point, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has served on the Trinity Church Special Fund Committee from 2013 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Steven Luther is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he held positions in lawn care, polymer recovery, industrial solutions, and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.