Jeremiah Olson is a financial advisor with Diamond Wealth Partners in Lodi, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual Investment Services LLC. Outside of advising, he operates Papa Pals, assisting individuals with household tasks such as cleaning and errands. Diamond Wealth Partners provides advisory services to individuals, high-net-worth clients, corporations, and other investment advisers, offering comprehensive financial planning, retirement planning, and discretionary portfolio management. The firm operates primarily virtually, using a tailored planning process and a mix of ETFs, mutual funds, stocks, and bonds to implement client portfolios on a discretionary basis.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. 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 model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Brian Waelti is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Harbour Investments since 2004 and previously operated Waelti Investment Services. He is also involved as an independent insurance agent, including work with equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory services with investment approaches tailored by individual advisors and third-party managers.

Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. 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 range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. 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 utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with tools such as the Color of Money Risk Analysis.

Preston Baus is a financial advisor at American Independent Securities Group, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for five years. He serves as a board member on the Planned Giving Advisory Counsel for the Agrace Foundation in Baraboo, WI. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, access to third-party managers, and estate-planning services, with a focus on non-discretionary assets and dually licensed advisors.

Matthew Niermeyer is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at Harbour Investments since 2014 and was previously with Zaddack & Associates. Niermeyer is also an independent insurance agent operating under Point B Wealth Advisors, specializing in equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various managed account solutions. The firm employs a range of investment approaches tailored by individual advisors and approved third-party managers.

Daily Erickson is a financial advisor at Associated Investment Services, Inc. with five years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in the hospitality industry as a bartender at Murmuring Waters Lodge. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions, utilizing model portfolios and third-party managers on the Envestnet platform.

Joia Simonson is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Prior to joining Gradient Advisors, she gained experience at Meg Hunter State Farm and HG Meigs. Outside of her advisory work, Simonson serves as an assistant coach for high school softball with Portage Community Schools. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Dennis Crow is a CFP® professional affiliated with Commonwealth Financial Network, with six years of experience in the financial industry. He has worked at Milestone Investment Management LLC since 2019 and previously at International Business Machines Corp. from 2017 to 2019. Outside of his advisory role, he is co-owner of Redemption Outdoors LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a platform with discretionary portfolio management and various program structures, backed by a centralized operations, trading, and compliance infrastructure.

Michael Wentland is a financial advisor with Money Concepts Capital Corp in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he is involved with APEXX, LLC and owns APEXXmas Tree Farm in New Lisbon, WI. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathan Mead is a financial advisor with Eagle Strategies (NY Life) in W Baraboo, WI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been affiliated with Eagle Strategies and related New York Life entities since 2016 and operates Firm Foundation Wealth & Retirement Solutions, LLC. Outside of his advisory work, Mead owns JGM Consulting, LLC, through which he provides advice to escape room business owners based on eight years of experience as an investor in this sector. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Darren Schwinefus is a financial advisor with Eagle Strategies (NY Life) based in West Baraboo, WI, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2009 and operates Firm Foundation Wealth & Retirement Solutions, LLC, focusing on New York Life products and non-registered insurance offerings. Schwinefus serves as a board member for Community Christian School, participating in monthly budget and operational reviews. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life structure.

Brittany Borota Kluck is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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, supported by a large nationwide network of financial advisors and branch offices.

Patrick Thielen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Signator Investors, and has been involved with Thielen Financial Services and Financial Decisions Group for over two decades. Outside of his advisory work, he serves as a board member of the Fortunaire Foundation and is the drummer for the Race Bannon Band. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms utilizing asset-allocation tools and third-party managers.

Todd Braaksma is a Series 66-licensed financial advisor with 16 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, both based in Portage, WI. He has worked at Thrivent since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Lori Barry is a financial advisor with LPL Financial in Baraboo, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including prior roles at Ameriprise Financial Services and Investment Professionals Inc. Barry also serves as an Assistant Vice President and Investment Services Officer at Community First Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a variety of clients including individuals, retirement plan participants, banks, and trust companies.

Lisa Mcclyman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. She has also been affiliated with BARABOO State BANK for 30 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Hager is a CFP® professional with 26 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on multiple nonprofit boards, including as Treasurer of the Baraboo Area Literacy Council and as a board member of Kids' Ranch Inc., Varigen Biosciences Corp., and Terra Bioworks. He is also involved in agricultural business activities through ownership of Acorn Hill Farm, LLC. Ameriprise provides a range of advisory, brokerage, and insurance services, including a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Justin Johnson is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and six years of industry experience. He previously worked at The Wilderness Resort and Eddie Bauer. Johnson serves as a council member for Westside Christian School, where he contributes to planning and policy discussions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services under a fiduciary standard.

Nathan Keller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2006. Keller also serves as a registered representative at the Bank of Wisconsin Dells. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Steven Benck is a financial advisor with Ameriprise in Portage, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Benck serves on the Finance Committee of St. Mary's Catholic Church. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports through a centralized consulting team.

Slavimira Bjelich is a financial advisor with LPL Financial holding a Series 66 license and eight years of industry experience. Her prior roles include positions at Edward Jones and Bluegreen Vacations. She also operates BWD Wealth Management, a business related to her LPL practice. LPL Financial is a national broker-dealer and 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 and access to model portfolios and third-party asset management, supported by advanced operational tools.

Dane Hinz is a financial advisor at LPL Financial based in Baraboo, Wisconsin. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at Baraboo State Bank, Lake Ridge Bank, and Wilderness Resorts. Hinz also worked at the University of Wisconsin-Madison and has a background that includes roles outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, employing model portfolios, third-party subadvisors, and customized strategies.

Laurie Dischler is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and eight years of industry experience. She worked at Cellox LLC from 2013 to 2017 before joining Edward Jones, where she has been since 2017. 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 strategies through a large network of financial advisors and branch offices across the country.

Leslie Gay is a financial advisor with LPL Financial in Baraboo, WI, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, Leslie worked for Raymond James Financial for nine years and has been with The Baraboo National Bank since 2005. 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 management solutions, including model portfolios and access to third-party asset managers.

Mark Van Etten is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Center for Health Enhancement System Studies and taught at the University of Wisconsin–Madison. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated financial services.

Thomas Wendler is a financial advisor at Edward Jones in Lodi, WI, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Wendler serves as a commission member for Sacred Hearts School in Sun Prairie, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Daniel Mael is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes roles at Bank of Wisconsin, LPL Financial, and General Engineering Company. Outside of his advisory work, he coaches youth and high school boys basketball teams in Portage, 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 is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.

Peter Welsh is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Raymond James Financial Advisors, Inc. and Baraboo State Bank, where he continues to serve as a trust officer and senior vice president. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Jon Vehring is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and holds a Series 66 designation. Outside of his advisory role, Vehring serves on the Portage Library Board and acts as a financial advisor for the Portage Area Community Charitable Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Rasmussen is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and Transamerica Financial Advisors, Inc. among other firms. Outside of advising, he is involved as an owner and operator of Kiddie Korner Inflatables, a bounce house rental business, and co-owner of Kiddie Korner of Lodi, a childcare center. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary asset allocation tools and third-party managed account platforms.

Laura Stanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at LPL Financial since 2018 and previously at Raymond James Financial Services and SII Investments. Outside of her advisory role, she has been a Mary Kay sales consultant since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 management solutions, utilizing various portfolios and strategies supported by research and technology.

Julie Groves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Waddell And Reed, Inc. and various insurance carriers for W & R Insurance Agencies. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Kinzler is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including ten years at Raymond James Financial Services and over 20 years with Baraboo State Bank. Outside of her advisory role, she has been involved with the Devils Head Resort & Convention Center since 1994, where she also works as a waitress. 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 portfolio programs, third-party asset management, and institutional platforms.

Cassandra Weigel is a financial advisor with LPL Financial based in Portage, WI, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Lotus Advisors (formerly Waddell & Reed) and was self-employed before joining LPL Financial. Outside of her advisory practice, she is also a certified yoga teacher. 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 operational tools.

Charles Brumer Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for the Sacred Heart Church Finance Council in Reedsburg, WI. 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, supported by a large national network of financial advisors and branch offices.

Trevor Joachim is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, he was affiliated with Thrivent Financial and has held roles with the Fellowship of Catholic University Students, Temple Athletics, USDA - ARS, and UW Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and written recommendations covering various financial planning topics without discretionary trading authority.