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.

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.

Gregory Burgett is a financial advisor with Principal Financial Services, holding a Series 63 designation and 34 years of industry experience. He has been with Principal Life Insurance Co and Princor Financial Services since 2010. Outside of his advisory role, he serves on the boards of the Early Bird Rotary Club of Sheboygan Foundation and the Sheboygan Symphony Orchestra, where he is involved in fundraising and community arts initiatives. 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 consulting, and access to third-party money manager solutions.

Kirstin Jensen is a financial advisor with Eagle Strategies (NY Life) based in Sheboygan, WI, holding a Series 66 designation and bringing 11 years of industry experience. She has been associated with Eagle Strategies since 2015 and previously worked at Huhn, Wessel & Co. from 2014 to 2018. Jensen is also commissioned as a Notary Public in Wisconsin. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers customized advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bradley Wessel is a financial advisor with Eagle Strategies (New York Life) based in Sheboygan, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Huhn, Wessel and Company. Wessel serves as a middle school parent representative on the advisory board for George Warriner Schools in Sheboygan and is involved with the Sheboygan County Veteran's Memorial organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types, including fee-based hourly advice, co-advisory relationships, and retirement plan consulting. The firm manages a large portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

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.

Christopher Heus is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2018 and previously worked for Signator Investors Inc / John Hancock from 2004 to 2018. He serves as a member of the St. Boniface Church Finance Board and coaches youth basketball in his community. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

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.

Thomas Solle is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones in Sheboygan, WI since 2001. He holds a Series 63 registration and has spent his entire career with Edward Jones. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Michael Bernard is a financial advisor with Morgan Stanley in Sheboygan, WI, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Bernard also serves as a trustee and co-trustee in trust-related activities outside his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a comprehensive investment approach.

Tina Schlichting is a financial advisor at Robert Baird & Co. with 27 years of industry experience. She has been with Robert Baird since 1997 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is involved as an owner and landlord of a rental property in Florida. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Rebecca Winkel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of finance, she is employed as a food wrapper and cook at The Gear Box. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Michael Ruzek is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and Northwestern Mutual investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.