Freeman Linde is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., MSI/MML Investors Services, LLC, and Massachusetts Mutual Life Insurance. Freeman is also a podcast host and blogger for RetireMentorship, an educational platform that is free to the public and not affiliated with his Registered Investment Adviser. Fiduciary Financial Planning Network is a team of six advisors serving individuals, including high-net-worth clients, and small businesses. The firm offers financial planning and portfolio management focused on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with an emphasis on tax efficiency and documented risk tolerance.

Benjamin Gibson is a Series 65-licensed advisor at Fiduciary Financial Planning Network with three years of industry experience. He has worked at La Crosse Financial Planning since 2022 and previously held roles at Viterbo University and Somerby Golf Club. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses with financial planning and portfolio management services. The firm employs a long-term, index-based investment approach utilizing ETFs, mutual funds, and fixed-income allocations, with an emphasis on documented risk tolerance and tax-efficient strategies.

Ashley Vega is a Series 65-registered financial advisor with seven years of experience at Advisors Management Group, Inc. in La Crosse, WI. She has been with the firm since 2015. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm utilizes a diversified, model-based investment approach tailored to clients’ risk tolerance and objectives, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory offerings.

David Utterback is a CFP® professional with 41 years of experience in the financial services industry. He is currently a principal at Schamberger, Greylak & Utterback Wealth Management, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 1990. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based approaches tailored to clients’ financial situations and risk tolerances, and integrates adviser oversight with digital advisory tools.

Roger Deets is a financial advisor at Advisors Management Group Inc with 30 years of industry experience. He holds a Series 63 designation and has been with Advisors Management Group since 1989. Outside of his advisory role, Roger and his wife own Deets Properties LLC, a commercial real estate business. Advisors Management Group provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Welshire Capital since 2017 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of financial advising, Peters has interests in residential property ownership and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios with asset allocation strategies, utilizing both proprietary and third-party platforms.

Peter Bittermann is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 25 years of industry experience. He has been with Westminster Financial since 2011 and has also worked at RBC Capital Markets Corporation since 2008. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold orientation complemented by tactical adjustments and manages portfolios using various securities, mutual funds, ETFs, and option strategies.

Danielle Amundson is a financial advisor with ValMark Advisers, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining ValMark Advisers, she worked at Stifel Nicolaus for 11 years and has also been affiliated with Welshire Advisors and Valmark Securities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Mark Bertrang is a financial advisor with Interactive Financial Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Brooklight Place Securities, Inc. and Fortune Financial Services. Bertrang is also president of Financialoscopy Inc., a fixed insurance sales and service business, and is an author of non-investment products. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm manages assets primarily through discretionary, model-based strategies using ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Ryan Haefs is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Principal Financial Services since 2022 and Principal Life Insurance since 2023, and has been with Principal Advised Services since 2024. Haefs's background includes roles in staffing, health care, and education. Principal Advised Services offers investment advice and management primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

Matthew Nelson is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Harbour Investments since 2009 and also operates Nelson Financial Services and Nelson & Associates, CPA Firm, where he is a shareholder. Outside of his advisory roles, Nelson serves as treasurer for the Holmen Booster Club and works as a part-time golf coach for the Holmen School District. 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 investment strategies and offers model-based solutions through a subscription platform.

Jennifer Johnson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds the Series 66 designation and has been associated with Nelson & Associates, a CPA firm where she is a shareholder. Johnson also serves as a director for the Mary M Westlud Family Foundation, a nonprofit organization. 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, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Nathan Becker is a financial advisor with Interactive Financial Advisors, holding Series 66, 63, and 65 credentials and nine years of industry experience. He has worked at Fortune Financial Services and Newport Group in addition to his current roles at Interactive Financial Advisors and Brooklight Place Securities. Outside of advisory work, he is involved with Financialoscopy Inc., where he serves as Operations and Research Specialist focusing on the sales and service of fixed insurance. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach, combining fundamental analysis and Modern Portfolio Theory to construct diversified portfolios using ETFs and mutual funds, supported by third-party managers and proprietary tools.

Joshua Lieder is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. from 2016 to 2019 and has been affiliated with Welshire Capital since 2016. Outside of his advisory work, he is the owner and operator of Lieder Acres, a beekeeping and honey sales business. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, supporting clients through proprietary and third-party platforms, with active oversight and periodic reviews.

Dennis Glover is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CreativeOne, he worked at Sunshine Floral and has been involved with KKAT LLC since 2013. Outside of his advisory role, Glover serves as Vice President and COO of the Twenty-First Century African Youth Movement, a nonprofit focused on economic and social empowerment for youth in Africa. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Harlan Hogrefe is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Gradient Insurance Brokerage, Legacy Solution, American Retirement Systems, and Family Financial Group Inc. He is also an insurance licensed agent involved in the sales of fixed insurance products through Gradient Insurance Brokerage. Royal Fund Management, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers both discretionary and non-discretionary retirement plan services, with access to select non-traded REITs and an options-writing overlay.

Jamie Eklov is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial for nine years. Eklov served in the Army Reserves for 15 years and operates his own business, Delta23 Outfitters, which is not investment related. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Jeffrey Edwards is a CFP® professional with 24 years of experience in the financial industry. He has been with Associated Investment Services, Inc. since 2013. 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 offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with approximately $1.169 billion in assets under management.

Paul Block is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Harbour Investments since 2005 and also operates Block Financial LLC, which he founded in 2002. Outside of his advisory role, he is an independent insurance agent involved in equity-indexed annuities. 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.

Sheri Murak is a financial advisor at Archer Investment Corporation with a Personal Financial Specialist (PFS™) designation. She has been involved with PKC3, LLC, a tax and accounting firm, since 2015 and worked at the University of Wisconsin LaCrosse from 2016 to 2018. Murak has no prior industry experience as a financial advisor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.