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.

Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

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.

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.

Jeremy Simplot is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2002. In addition to his advisory role, he serves as President and CEO of Highland State Bank and is a member of its Board of Directors. 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 investment programs supported by extensive technology and research tools.

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.

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.

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.