Michelle Thomson Henry is a financial advisor with Friday Financial, holding the PFS™ and Series 65 designations and bringing 12 years of industry experience. She previously worked for Honkamp Krueger Financial Services for 13 years and has been a CPA at Honkamp P.C. since 2002. Friday Financial provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and employs third-party managers and software to support its investment strategies.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Aaron Cullen is a financial advisor with Friday Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Honkamp Krueger Financial Services from 2013 to 2026 and has been a partner at Honkamp, P.C., a public accounting firm, since 1997. Cullen also serves as volunteer treasurer on the board of Family Advocates, Inc., a domestic abuse shelter. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, typically using diversified, low-turnover, passively managed portfolios supplemented by model portfolios and allocation software.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.

Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Regan Shipp is a financial advisor at Rosemeyer Management Group with six years of industry experience. She holds a Series 65 designation and has worked at RMG Wealth Management since 2020, along with prior roles at Goldstar FS, Compeer Financial, and other firms. Shipp also serves as an independent insurance agent. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and offers specialized retirement plan services supported by an affiliated CPA.

Jacob Rosemeyer is a financial advisor at Rosemeyer Management Group with seven years of industry experience. He holds a Series 66 designation and has worked at RMG Wealth Management, Harbour Investments, Rosemeyer Management Group, and FOCUS. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment strategy with fundamental, technical, and cyclical analysis, while tailoring portfolios to client constraints.

Andrew Tranel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Rosemeyer Management Group since 2015 and also works with RMG Wealth Management. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, and offers tailored portfolio solutions including fiduciary retirement plan consulting and participant education.

Clare Manning is a Series 65 licensed financial advisor with Rosemeyer Management Group, based in Platteville, WI. She has been with Rosemeyer Management Group since 2024 and previously worked at Community First Bank for four years. Clare has no prior industry experience before 2020, having been a full-time student until that year. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and corporate plan sponsors. The firm follows a value-oriented, long-term investment strategy combined with fundamental, technical, and cyclical analysis, integrating financial planning with investment services.

Carter Klaas is a financial advisor at Rosemeyer Management Group with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and the University of Wisconsin Credit Union. Klaas has contributed as an author to the book "Real Life Financial Planning," providing case studies to illustrate financial planning processes. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and corporate plan sponsors, and other entities. The firm follows a value-oriented, long-term investment approach combined with strategic asset allocation, fundamental and technical analysis, and integrates financial planning with investment services.

Joseph Schultz is a financial advisor at Rosemeyer Management Group with a Series 65 designation and three years of industry experience. He has worked at Rosemeyer Management Group since 2020 and previously spent five years at Shoe Shack. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach, and tailors portfolios to individual client needs.

Merlin Ames is a financial advisor at Arete Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Asset Management and National Securities Corporation. Ames also owns Ames Investment and Retirement, an independent financial services business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Douglas Crubel is a financial advisor with Harbour Investments, Inc. in Lancaster, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Questar Capital Corporation and his own firm, Crubel Financial Services, where he also works as an independent insurance agent specializing in fixed annuities, disability, health, and life insurance. 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 strategies across various asset classes and offers model-based solutions through a subscription platform.

Michael Lisle is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services and Mutual/United of Omaha Insurance Company. Lisle also owns Lisle Financial Group LLC, an investment and insurance services business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides continuous asset management, financial planning, and access to multiple investment platforms and third-party manager programs.

Danial Johnson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Brokers International Financial Services since 2022 and has a background in retail sales and guest service leadership at Kwik Trip Inc. outside the investment industry. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management, financial planning, and consulting services through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.

Tyler Dornink is a financial advisor with Edward Jones in Lancaster, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in educational roles at North Crawford High School and Darlington High School. Outside of his advisory role, he serves as a peer advisor for the FarmHouse Fraternity, supporting academic and organizational growth, and works as a local sports referee. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and strategies, operates under a fiduciary standard, and supports its clients with a broad network of advisors and affiliated financial services.

Mitchel Kratochvill is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Northeast Iowa Community College and the Dubuque Community School District. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bradley Mootz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a Series 66 license holder based in Platteville, WI. Outside of his advisory role, Mootz is a partner in agricultural ventures focused on managing and renting feedlots and pastures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Robert Hundhausen is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Alaina Reeves is a CFP®-credentialed financial advisor with Edward Jones, based in Platteville, WI, and has seven years of industry experience. She has worked at Edward Jones since 2014, with a brief period at the University of Wisconsin-Madison. Outside of her advisory role, she is a co-owner of a commercial real estate business, Vitality Plaza LLC. 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 programs and investment options under a fiduciary standard.

Benjamin Reeves is a CFP® professional with 38 years of industry experience, currently serving at Edward Jones since 1986. He holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of Vitality Plaza LLC, a commercial real estate business in Platteville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Amanda Wright is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than 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 funds, and operates under a fiduciary standard.

Joseph Gustafson is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliated entities since 2022. Prior to his advisory role, he worked at Eagle Ridge Resort and Spa as a cook and occasionally assists there for events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Tyler Kennicker is a Series 63 licensed financial advisor with LPL Financial in Platteville, WI, where he has worked for 18 years since 2008. Outside of his advisory role, he serves as a summer recreation coordinator for the Iowa-Grant School District and works as a cook and bartender at Gracie’s Point. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Alyson Reeves is a Certified Financial Planner® with nine years of industry experience. She is currently with Morgan Stanley and has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Edward Jones. Reeves began her career following her education at the University of Wisconsin - Madison. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Jacob Ramos is a financial advisor at Edward Jones in Platteville, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was co-owner of Upsecond LLC, a sports bar, and operated J Cruz Productions, a live music and DJ business. He performs in bands, runs karaoke events, and occasionally DJs weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

George Byykkonen is a financial advisor with LPL Financial in Platteville, WI, holding a Series 63 designation and more than 36 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1996. He also operates a business under the name Mound City Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a variety of advisory programs, financial planning, and brokerage services, with access to numerous investment strategies and technologies.

Vicki Pfalzgraf is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI, with two years of industry experience. She has been with Edward Jones since 1997, including its predecessor Edward D 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Timothy Zauche is a financial advisor with Thrivent Investment Management in Platteville, WI, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, he co-owns Platinum Services LLC, a business involved in real estate and consulting for renewable energy companies, and works as a pyrotechnic assistant for fireworks shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of planning topics. The firm combines planning with managed-account programs through a consolidated billing option while maintaining separate services and typically conducts annual reviews of client plans.