Daniel Wilhelm is the principal of Analytical Investment Services in La Crosse, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Analytical Investment Services since 1994. Outside of advising, he owns and operates a real estate appraisal business and serves as treasurer of the La Crosse Logan Alumni Association. Analytical Investment Services provides discretionary, personalized portfolio management primarily for individual clients, managing approximately $7.5 million in assets. The firm employs both fundamental and technical analysis with a focus on long-term purchase strategies using no-load mutual funds and ETFs, and it does not impose a minimum account size.

Thomas Greylak is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined his current firm in 2022. Outside of his advisory work, he is involved with GreyFox Farm Shop, a farming business in Trempealeau, WI. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a mix of fundamental, quantitative, and manager-based investment approaches, combining adviser oversight with digital advisory tools and offering access to LPL-sponsored programs and model portfolios.

Lawrence Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial LLC since 2010. Schamberger is involved in managing an independent investment advisory firm alongside his work at LPL Financial. Schamberger, Greylak & Utterback Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary asset management, financial planning, and ERISA plan consulting, using a combination of fundamental, quantitative, and manager-based investment approaches tailored to clients’ financial situations and risk tolerances.

Nathan Deets is a CFP® and holds a Series 65 license, with 19 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2006. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory services.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.

Hudson Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at LPL Financial, Target, Chaseburg Cooperative, and ongoing involvement with Humfeld Farms. Schamberger, Greylak & Utterback Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and trusts with discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based investment approaches, integrating adviser oversight with digital advisory tools, and offers access to LPL-sponsored advisory programs and model portfolios.

Jennifer Deets is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Advisors Management Group, Inc. in La Crosse, WI since 2003. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory offerings.

David Christensen is a financial advisor with Coordinated Capital Securities, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Coordinated Capital Securities since 2011. Outside of his advisory role, he owns a tax services and accounting business where he prepares tax returns, and he is an independent insurance agent selling fixed annuities, life, and long-term care insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, including high-net-worth clients, plan sponsors, and other entities. The firm offers various advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Kate Pederson is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Advisors Management Group Inc. since 2017 and previously worked at Logistics Health from 2014 to 2017. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and accounting.

Luke Spink is a financial advisor at Advisors Management Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Short Stop Bar and Mosinee School District. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach tailored to client objectives and risk tolerances, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory solutions.

Julie Deets is a financial advisor at Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation with 28 years of industry experience. She has been with Advisors Management Group since 1992. Outside of her advisory role, Julie co-owns Deets Properties LLC, a commercial real estate company. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation and business consulting.

Robert Boll is a financial advisor at Van Clemens Wealth Management, LLC with a Series 65 designation and over five years of experience in financial and corporate roles. His prior work includes positions at Benchmark Electronics, LaCrosse Financial Planning, and Polaris Inc., among others. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and risk tolerance, blending modern portfolio theory with fundamental and technical analysis, and provides access to a broad range of third-party managers and affiliated business services.

Shay Benedict is a financial advisor with Advisors Management Group Inc, holding a Series 65 designation and five years of industry experience. Prior to joining Advisors Management Group in 2020, Benedict worked at United Health Group and Walmart Distribution, and has experience with the YMCA, Mayo Clinic Health System, and the University of LaCrosse Wisconsin. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and business accounting.

Maxwell Harcey is a Series 65-licensed advisor at Advisors Management Group Inc with two years of industry experience. Prior to his current role, he worked at Freighthouse and held various positions including a four-year tenure at the University of Wisconsin-LaCrosse. Advisors Management Group Inc provides portfolio management and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach with customizable asset allocation models and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside traditional advisory services.

Ashley Vega is a Series 65-registered financial advisor with seven years of experience at Advisors Management Group, Inc. in La Crosse, WI. She has been with the firm since 2015. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm utilizes a diversified, model-based investment approach tailored to clients’ risk tolerance and objectives, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory offerings.

David Utterback is a CFP® professional with 41 years of experience in the financial services industry. He is currently a principal at Schamberger, Greylak & Utterback Wealth Management, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 1990. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based approaches tailored to clients’ financial situations and risk tolerances, and integrates adviser oversight with digital advisory tools.

Roger Deets is a financial advisor at Advisors Management Group Inc with 30 years of industry experience. He holds a Series 63 designation and has been with Advisors Management Group since 1989. Outside of his advisory role, Roger and his wife own Deets Properties LLC, a commercial real estate business. Advisors Management Group provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll.

Matthew Nelson is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Harbour Investments since 2009 and also operates Nelson Financial Services and Nelson & Associates, CPA Firm, where he is a shareholder. Outside of his advisory roles, Nelson serves as treasurer for the Holmen Booster Club and works as a part-time golf coach for the Holmen School District. 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jennifer Johnson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds the Series 66 designation and has been associated with Nelson & Associates, a CPA firm where she is a shareholder. Johnson also serves as a director for the Mary M Westlud Family Foundation, a nonprofit organization. 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 create customized investment strategies, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Mark Kroll is a financial advisor with Harbour Investments, Inc. in Lacrosse, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Block & Kroll Financial and Harbour Investments since 2005 and operates as an independent insurance agent specializing in equity indexed annuities. 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 uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.