Jamie Droessler is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Direct Financial Care. Prior to founding the firm in 2020, he worked at SVA Plumb Wealth Management from 2013 to 2020. Direct Financial Care provides comprehensive financial planning, consulting, investment management, and retirement plan consulting to individuals—including high net worth clients—as well as small businesses and qualified retirement plans. The firm primarily uses a passive, asset-allocation approach focused on low-cost index funds and ETFs, and it also offers employer-sponsored retirement plan consulting and participant education.

Michelle Bertram is a financial advisor at Bertram Financial Advisor Services with 19 years of industry experience. She holds a Series 65 designation and has been self-employed since 1997, primarily focused on insurance services. Bertram Financial Advisor Services places advisory clients with third-party money managers and provides financial planning and portfolio management support. The firm uses a model portfolio approach with investments in stocks, bonds, ETFs, and no-load mutual funds, acting as a liaison between clients and third-party managers without exercising investment discretion.

Beverly Bertram is a financial advisor at Bertram Financial Advisor Services with 18 years of industry experience. She holds a Series 65 designation and has managed advisory and insurance services through Bertram Financial Group since 2004. In addition to her advisory role, she is a licensed insurance agent, spending a majority of her time in insurance activities. Bertram Financial Advisor Services places clients with third-party money managers, offering financial planning, portfolio management support, and advisor referrals. The firm focuses on model portfolios including stocks, bonds, ETFs, and no-load mutual funds, and performs regular due diligence and client suitability reviews without exercising investment discretion.

Michael Peat is a financial advisor with Harbour Investments, Inc. in Dodgeville, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with 1st Rate Wealth Management and First Rate Financial throughout his career. Peat is a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. 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 and multiple execution platforms tailored to advisor and client needs.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

David Boyden is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1991. Outside of his advisory role, he is president and owner of Boyden Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

Patrick Maguire is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has 13 years of industry experience, all with Edward Jones since 2013. 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 discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Anderson is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Paul Zander is a financial advisor with LPL Financial in Cross Plains, WI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial and State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band 1-2 times per month through his involvement with Sandman Music Agency. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roger Deterding is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Treasurer of the Mount Horeb Area Historical Society, overseeing financial reporting and business practices for the local historical organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of areas and offers a combined planning and managed-account program under the WealthPlan option.

Elizabeth Miller is a Series 66-licensed financial advisor with six years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at SALT Software and involvement with nonprofit and community organizations such as Blackhawk Church and Harbor Athletic Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management.

Jenny Dochnahl is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of financial advisors and branch offices.

Kathleen Bramlett is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory work, Bramlett serves as president of the board for Community Connections Free Clinic, a volunteer-run medical clinic for uninsured and underinsured individuals, where she also volunteers as a translator and assists with fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics without including implementation. The firm separates its planning services from managed accounts and emphasizes periodic reviews conducted by its network of financial advisors.

David Edwards is a CFP® professional with 28 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Investment Management, among other firms. Edwards also maintains an investment-related business activity as a DBA for his LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Christopher Mc Cullick is a financial advisor with Edward Jones in Mt Horeb, WI. He holds a Series 66 designation and has five years of industry experience. Prior to joining Edward Jones in 2020, he worked at BDU USA LLP and Smith & Gesteland LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, overlay and tax-efficient services, and affiliated investment products through a large network of financial advisors and branch offices.

Elissa Allbright is a CFP® with eight years of industry experience and is currently with Edward Jones in Dodgeville, WI. She has been with Edward Jones since 2015, with a brief overlap of working at Stella & Dot. Outside of her advisory role, she is co-owner of a small LLC involved in managing a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Allbright is a CFP®-designated financial advisor with Edward Jones, based in Dodgeville, WI, and has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns Allbright Enterprises, LLC, a business involved in maintaining property in Mineral Point, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary advisory services under a fiduciary standard.

Danielle Gates is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked for the State of Wisconsin Department of Workforce Development and has served as an independent ambassador-sales contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Rebecca Howard is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Thrivent, she held various roles including positions at Sonnenberg Schools and DDIS. She serves as a board member of the Cross Plains Chamber of Commerce, participating in community business initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement while maintaining separate services.

Harold Hellen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cambridge Investment Research since 2018 and previously operated HH Financial Planning Group and Harbour Investments, Inc. Outside of his advisory role, he serves as a college wrestling official in Platteville, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Maribeth Brown is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her background includes roles at Old National Bank, Glacier Landscape Company, and Northwestern Mutual, among others. Outside of her advisory work, she is a part-time horseback riding instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

Mark Towne is a financial advisor with LPL Financial in Mount Horeb, WI, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including 15 years at Century Securities Associates and one year at Stifel prior to joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1995. 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 advisory and brokerage services, including financial planning, model portfolios, third‑party asset management, and institutional platforms.

Erin Crowe is a financial advisor at Edward Jones with 20 years of industry experience. She previously worked at Morgan Stanley for nine years and BMO Harris Financial Advisors for three years. Crowe holds the Series 66 designation and is based in Mt Horeb, Wisconsin. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Ogden is a financial advisor with Thrivent Investment Management in Mount Horeb, WI, holding a Series 66 designation and five years of industry experience. Prior to his current role since 2020, he worked in online research at TroyResearch for 18 years and was a radio professional at Q106 Radio for seven years. Outside of advisory work, he is involved as a mobile DJ hosting events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a broad financial planning approach that includes topics such as retirement, tax, estate, and business continuation planning. The firm offers planning separately from managed accounts, maintains non-discretionary authority over client assets in this service, and conducts periodic plan reviews.

Brock Dornink is a financial advisor at Thrivent Investment Management in Dodgeville, WI, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Jorden Sasscer CPA LLC and Johnson Block & Company, as well as positions in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses covering a broad range of financial planning topics without managing client portfolios directly.

Scott La Montagne is a financial advisor at Edward Jones with 18 years of industry experience and holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2019, he worked at Dwellworks Property Advisors and the State of Wisconsin Investment Board. He serves as an investment committee member for the Bethel Endowment Fund and is a board member of Bethel Lutheran Church in Madison, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, Peterson serves as the Village Board President and previously as a Village Trustee in Barneveld, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across strategic, tactical, and alternative investments.