Alexander Paltzer is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Purshe Kaplan Sterling Investments and has experience with McCoy Construction and Builders LLC, as well as other part-time roles during his time at UW-Madison. 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 investment approach supported by an internal management team and sub-advisers, offering customized portfolio solutions and a range of account types.

Joshua Preiss is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Cambridge Investment Research, and Voya 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 employs a long-term, diversified asset allocation approach using centrally managed sleeves and standard model portfolios, supported by an internal investment management team and investment committee.

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.

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 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.

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.

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.

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.

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.

Maryann Thielke is a financial advisor with Principal Financial Services, holding a Series 63 designation and 38 years of industry experience. She has worked at Principal Securities since 2016 and previously spent nine years at Union Financial Inc. Thielke also operates Thielke Financial Services LLC. She serves as a board member for the Family Service Association, participating in fundraising and community events. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through distinct advisory and promoter 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.

Davis Suckow is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Road America, as well as work at the University of Oshkosh. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk‑tolerance assessments and rebalancing tools.