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.

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.

Bradley Ruh is a financial advisor with Eagle Strategies (New York Life) based in New Holstein, WI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates under the DBA Action Financial Strategies, LLC, where he is a partner. Outside of his advisory work, Ruh serves as a volunteer board member for St. Mark Ministries, providing general guidance to the local church. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers a range of advisory services such as financial planning, investment management, and retirement-plan consulting, with an emphasis on tailoring recommendations to client and plan sponsor objectives.

Krista Halbach is a financial advisor with Eagle Strategies (NY Life) in New Holstein, WI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been associated with Eagle Strategies since 2015 and operates under the DBA name of Action Financial Strategies, LLC for servicing insurance and financial product clients. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Rhiannon Hinz is a financial advisor with LPL Financial in Sheboygan, WI, holding Series 63 and Series 66 designations and 19 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 17 years and has been affiliated with Kohler Credit Union for over two decades. In addition to advising, she serves as a notary. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools for advisor use.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Paul Deibele is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work history includes roles at Associated Investment Services, Associated Bank, Eagle Strategies, New York Life Insurance Company, and a five-year tenure at the Dane County Sheriff's Office. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Daniel Weber is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, having previously worked at Woodbury Financial Services and operating Belke Financial Group since 1999. Outside of his advisory roles, he is involved in several business ventures including co-owning a farming operation and a real estate holding LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial services and employs various asset-allocation tools and advisory platforms to manage portfolios across multiple asset classes.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

Thomas Binversie is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cuna Mutual Group and its brokerage affiliate, CUNA Brokerage Services, Inc., since 2008 before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Logan Nienhaus is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Consolidated Construction Company. In addition to his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios including various asset classes, managed on discretionary or non-discretionary bases.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nancy Miller is a Series 66–licensed financial advisor with Robert W. Baird & Co. in Valders, Wisconsin. She has 15 years of industry experience, all with Baird since 2011. Outside of her advisory role, she performs basic bookkeeping and check writing for a local community organization, Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group where Miller works, serves individual, corporate, pension, and charitable clients. The firm offers financial planning, portfolio management, and custody services through a range of manager- and model-traded strategies, with internal research and advanced tools supporting its advisory process.

Eric Desjarlais is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015, based in Plymouth, Wisconsin. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Dana Tisch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones in various capacities since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wayne Freund is a financial advisor with Osaic Wealth, Inc. based in Malone, Wisconsin. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including long-term roles at Fortis Investors, Inc. and Woodmen Financial Resources. Freund also owns an insurance agency selling fixed life, annuity, and health insurance products. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports a range of investment portfolios with both discretionary and non-discretionary management options.

Justin Weber is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Belke Financial Group, where he continues to serve clients. Outside of OSAIC, he is affiliated with Belke Financial Group as a financial advisor and insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a wide range of investment platforms, utilizing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Samantha Bratz is a Series 66 licensed financial advisor with Edward Jones in New Holstein, WI, and has seven years of experience at the firm. Prior to Edward Jones, she worked with Best Friends of Neenah-Menasha and Gobbler's Knob. Outside of her advisory role, she is involved in community activities as a middle school volleyball coach and board member for the Stockbridge Booster Club, as well as an influencer with Beneve LLC, promoting health and wellness through social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.