Katherine Steck is a financial advisor with Copia Wealth Management Advisors, Inc. in Wisconsin, holding a Series 65 license and six years of industry experience. She has worked at Copia Wealth Management Advisors since 2020 and has been involved with Dawson Insurance & Financial Services, doing business as Copia Wealth Management, since 2016. Outside of advisory services, she provides case management and support for an affiliated insurance company. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients. The firm allocates assets among third-party managers using a combination of fundamental, technical, and cyclical analysis and prepares individualized financial action plans with regular client reviews.

Julie Endicott is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Keystone Financial Group. Outside of advising, she is also licensed as an insurance agent. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis alongside qualitative reviews by an internal Investment Committee, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Gregory Dragolovich is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Ripon Chamber of Commerce, where he helps oversee monthly meetings and supports the executive director. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Maxwell Huseboe is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc since 2024. Outside of his advisory role, he works part time at his father's plumbing company in Ripon, Wisconsin, assisting with installation tasks. He is also enrolled as a full-time student at UW-Whitewater. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with asset-allocation and portfolio optimization tools and offers a range of investment products and advisory programs.

Brice Terbeest is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he was with Woodbury Financial Services, Inc. for 10 years. He also serves as president of Ripon Main Street, a local nonprofit organization. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services utilizing advanced portfolio management tools and supports thousands of advisors nationwide.

Robert Shattuck is a financial advisor with Thrivent Investment Management in Berlin, WI, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work history includes roles at Dick's Sporting Goods, Domino's Pizza, and involvement with the LaCrosse Lightning Club and UW La Crosse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Catherine Hargrave is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She has held roles at Thrivent Financial since 2015 and at Thrivent Investment Management since 2014. Hargrave holds Series 63 and Series 65 licenses and is based in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering retirement, tax, estate, and other planning areas, which can be combined with managed-account services under a consolidated billing option called “WealthPlan.”

Julie Gurkowski Koehn is a financial advisor with Ameriprise in Green Lake, WI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cetera Investment Advisors LLC and 1st National Bank. She is involved in independent insurance brokering through her business, Tri-County Insurance Solutions, which focuses on educating clients about Medicare options, and serves on the Board of Directors for the Berlin Community Scholarship Corporation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Kelly Marshall is a financial advisor with Raymond James Financial in Princeton, WI, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 1997 and owns a support company, M & M Financial Services LLC, which assists the Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

Shad Horton is a financial advisor with Edward Jones in Ripon, WI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2016, he spent 18 years with the State of Wisconsin Department of Corrections. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Carriveau is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having five years of industry experience. Prior to his current role at Thrivent since 2020, he served in the Berlin Area School District for five years. Outside of his advisory work, he officiates high school and middle school football games and serves on the boards of the Berlin Area School District and the Berlin Catholic School Endowment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with the option to combine planning with managed-account programs while maintaining separate service components.