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.

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 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.

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.

Paul Scofield is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Harbour in 2022, he worked at Securities America Advisors and Edward Jones. Outside of his advisory role, Scofield is involved as a registered advisor with Legacy Advisor Network, Ltd., and works as an independent insurance agent, including selling equity indexed annuities and funeral trusts. 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 utilizes a combination of fundamental and technical analysis to create customized strategies, employing a range of investment vehicles such as mutual funds, ETFs, fixed income, and annuities, with ongoing account monitoring and periodic reviews.

Pablo Alvarez Gil is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has held previous roles at firms including BMO Wealth Management, Wells Fargo Bank, and Riverstone Wealth Partners. Harbour Investments serves a broad range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple execution platforms with investment approaches that vary by advisor and approved third-party managers.

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.

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 previously worked with Principal Securities Inc and Principal Life Insurance Company, as well as running her own firm, Roethel Financial. Outside of advisory work, she has experience in the nutritional products sector with Herbalife and operates as a travel agent for family and friends. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser 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.

Timothy Harrison is a financial advisor with Principal Financial Services who holds the CFP® and ChFC® designations and has 25 years of industry experience. He previously worked at Roethel Financial and has been associated with Principal Securities and Principal Life Insurance Company for over a decade. Outside of advising, Harrison owns Harrison Tax Service, where he prepares tax returns for individuals, and he serves on the board of the Cedarburg Education Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Davis Suckow is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Northwestern Mutual, Suckow Financial Partners, and Road America. He has also worked in education and retail sectors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of investment types.

Dale Kolar is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones for 12 years. He is also involved with Kolar Wealth Management, a financial services business based in Sheboygan, WI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.