Daniel Shvartsman is a Series 66 licensed financial advisor with 20 years of experience, currently practicing at Associated Investment Services, Inc. since 2006. He is based in Port Washington, Wisconsin. 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 utilizes third-party model portfolio and separately managed account programs through providers like BlackRock, Envestnet, and Vanguard, and operates as a broker-dealer and insurance agency affiliated with Associated Banc-Corp and related entities.

Mitchell Schill is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Merit Financial Advisors. Outside of finance, he has experience working in education and small business operations. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Christian Kalnins is a CFP® professional affiliated with Merit Financial Advisors in Sheboygan Falls, WI, with nine years of industry experience. His career includes roles at Robert W. Baird & Co. and Safeguard Wealth Management before joining Merit Financial Advisors in 2025. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized and customizable model portfolios, supported by an internal investment management team and committee.

Jason Anger is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Oostburg Financial Services since 2021, following prior roles at Risterer Financial, Veritas Financial, Lakeland University, The Bull at Pinehurst Farm, and Sheboygan Lutheran High School. Outside of advising, he is also an independent insurance agent. 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 both fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based platforms.

Zachary Mersberger is a CFA® charterholder and holds a Series 66 license with 16 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of advising, he has involvement with Good Medicine Developers LLC, a business entity used for tax and investment purposes. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with centrally managed model portfolios and combines internal management with third-party managers, offering both discretionary and non-discretionary account services.

Peter Mersberger is a financial advisor with Merit Financial Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. He serves as Vice President of the Seven Mile Lake Association, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with an investment approach focused on diversified, long-term asset allocation overseen by an internal management team and investment committee.

Steven Klescewski is a financial advisor with Harbour Investments, Inc. and Oostburg Financial Services in Cedar Grove, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at both firms since 2007. Outside of his advisory role, he serves as a fill-in pulpit supply for various churches. 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 and offers model-based solutions through a subscription platform.

Jason Martone is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Riversource Investments, and Banc of America Capital Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial wellness programs, with an investment approach centered on long-term, diversified asset allocation managed by an internal team and investment committee.

Eric Sajdak is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Safeguard Wealth Management, Safeguard Income Strategies, Fox River Capital, and Transamerica Financial Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with services supported by an internal investment team and various third-party managers.

Paul Scofield is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Edward Jones. Outside of his advisory role, he operates as an independent insurance agent and is involved in selling medical and dental insurance products as well as funeral trust plans. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers portfolio management, financial planning, wrap-fee programs, and access to multiple execution platforms tailored to different investment approaches.

Pablo Alvarez Gil is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Commonwealth Financial Network, BMO Wealth Management, and Wells Fargo Bank. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Anthony Hellenbrand is a CFP® professional with 15 years of industry experience, currently serving at Merit Financial Advisors since 2025. His prior experience includes roles at Safeguard Wealth Management, Safeguard Income Strategies, Fox River Capital, Concourse Financial Group Securities, Inc., Transamerica Financial Advisors, and Investment Advisors International, Inc. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, supported by a combination of internal investment management and third-party managers.

Kimberly Roethel is a financial advisor with Principal Financial Services in Oostburg, WI, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Principal Securities Inc and Principal Life Insurance Company since 2022 and previously operated Roethel Financial. Outside of her advisory role, she is involved in travel planning as a travel agent and is active in the distribution of Herbalife Nutrition products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Randall Roethel is a financial advisor with Principal Financial Services and holds the ChFC® and Series 63 designations. He has 42 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the 1980s, and has operated Roethel Financial since 2016. He serves as a board member of the Oostburg Chamber of Commerce and the Lakeshore Technical College Foundation and is also an individual tax preparer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with various promoter and referral arrangements.

Calan Kinnally is a Series 66 licensed financial advisor with Kestra Advisory Services, LLC. He has two years of industry experience, including prior roles at Robert W. Baird & Company and teaching positions at the American International School of Jeddah and Ashland High School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Thomas Solle is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones in Sheboygan, WI since 2001. He holds a Series 63 registration and has spent his entire career with Edward Jones. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Rebecca Winkel is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked previously at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of her advisory role, she is involved with The Gear Box as a food wrapper and cook. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing various model portfolios and customized strategies.

Michael Ruzek is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Mass Mutual Investors Services and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved with Cheesehead Rentals, LLC, a real estate rental business in Green Bay, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of financial professionals.

Jason Fain is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Gerber, LLC/Purshe Kaplan Sterling Investments, Transamerica Capital Inc., and American Century Investment Services Inc. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Watson is a Series 66 licensed advisor with Edward Jones in Sheboygan, WI, where he has 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 broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.