Paul Jochimsen is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Morgan Stanley. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Morgan Seidel is a financial advisor with Merit Financial Advisors based in Sheboygan Falls, WI. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Woodbury Financial Services, and other firms. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.

Donald Hammond is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Cambridge Investment Research Advisors, and Maritime Insurance Group. Outside of advisory services, he is also a notary and works as a tax preparer. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach utilizing model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

John Brazier is a CFP® with six years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Cambridge Investment Research. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and an Investment Committee.

Atley Gay is a Series 65-licensed financial advisor with Merit Financial Advisors, bringing four years of industry experience. Prior to joining Merit Financial Group in 2024, Atley worked for Access Investment Advisors, Inc. for nine years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Mitchell Parker is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds the Series 66 designation and has previously worked at Safeguard Wealth Management and Morgan Stanley. Outside of his advisory work, he has experience in painting through his involvement with Parker's Painting from 2015 to 2018. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios overseen by an internal Investment Management team and Committee.

Julie Osladil is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Packerland Brokerage Services since 2006. Outside of her advisory role, she works as an independent insurance agent, selling long-term care, disability, health, and life insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various fee-based and brokerage platforms. The firm combines individualized financial planning with discretionary and non-discretionary account management and supports multiple investment strategies and third-party manager oversight.

Alexander Paltzer is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and McCoy Construction and Builders LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing for customized portfolio solutions.

Joshua Preiss is a CFA® charterholder with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research, and Voya Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing for customized portfolio solutions.

Christian Kalnins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked at Safeguard Wealth Management, MML Investors Services, MassMutual Life Insurance Co., and Robert W. Baird & Co. His background includes roles at both large firms and smaller advisory practices. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Zachary Mersberger is a CFA® charterholder with 15 years of industry experience, currently serving at Merit Financial Advisors since 2022. His prior roles include positions at LPL Financial, M Squared Advisory, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he is involved with Good Medicine Developers LLC, a business entity for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight by a central Investment Management team and an Investment Committee.

Chad Schwoerer is a financial advisor with Calton & Associates, Inc. in Manitowoc, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Calton & Associates since 2019 and previously worked at Capital Financial Services for ten years. Outside of his advisory role, he owns and operates JKC Insurance and Investment Services, LLC, which engages in the sale of life, health, and fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides various program structures and combines commission-based product sales with assets under management fees through its dual registration as both a registered investment adviser and broker-dealer.

Peter Mersberger is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he serves as Vice President of the Seven Mile Lake Association, a nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

James Gresens is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding a Series 63 designation and 29 years of industry experience. He has been with Packerland Brokerage Services since 2004. Outside of his financial advisory role, he serves as the treasurer for the Lakeshore Estates East Pond Owner Association, a non-compensated position involving financial record-keeping and dues collection. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and routinely monitors third-party managers, providing both brokerage and advisory services through dual SEC and FINRA registration.

Jason Martone is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Riversource Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Committee, while allowing advisors to customize portfolios on various platforms.

Eric Sajdak is a financial advisor at Merit Financial Advisors with 11 years of industry experience. Prior to joining Merit in 2025, he worked at Safeguard Wealth Management and Safeguard Income Strategies from 2019 to 2025, and Fox River Capital from 2016 to 2019. He holds Series 63 and Series 65 registrations. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers wealth-management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, using a centrally managed investment approach with customizable portfolios.

Anthony Hellenbrand is a CFP® with 14 years of experience in financial advising. He is currently with Merit Financial Advisors and previously worked at Safeguard Wealth Management, Safeguard Income Strategies, and Fox River Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Adam Mason is a financial advisor at IHT Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors' Pride and LPL Financial. Mason is involved with Sheboygan Flight, LLC, a business entity related to aircraft rental. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

William Casey is a CFP® and ChFC® with 30 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Access Investment Advisors Inc. for nearly three decades. Outside of his advisory role, he is the managing member of Lake Effect Ventures Manitowoc LLC, overseeing the remodeling and preparation of a venue space for rental. Merit Financial Group, LLC is an SEC-registered advisory firm serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Mark Brown is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Packerland Brokerage Services and National Mutual Benefit. In addition to his advisory work, he has served as an independent insurance agent offering life insurance, long-term care insurance, and fixed indexed annuities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and savings rates through point-in-time financial plans and optional managed account solutions.