Pamela Gruber is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Horicon Wealth Management and Horicon Bank. She is affiliated with Elite Wealth Planners, LLC in connection with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management, leveraging both proprietary and third-party research.

Patricia Heider is a financial advisor with LPL Financial in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Horicon Bank Wealth Management and Jackson Kahl Insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Anna Kottke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 25 years of industry experience. She has worked at LPL Financial and Horicon Bank, and is also the owner of Howard Johnson Flooring, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.