Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

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.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Questar Asset Management. In addition to his advisory role, Simonson is the owner of Miller Simonson Insurance and volunteers with Portage Youth Softball. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and offers tailored strategies using a combination of fundamental, technical, and cyclical analysis.

Shelbie Williams is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience and holds a Series 66 designation. Her background includes roles at Kampen Financial & Wealth Management, Grow Well Financial, and several dental practices. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on risk objectives and provides unique features such as Biblically Responsible Investing strategies and various billing options.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.

Joia Simonson is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Meg Hunter State Farm and has held various roles including assistant coach for Portage Community Schools' high school softball team. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analyses to tailor client strategies.

Dakotah Kirchenwitz is a financial advisor with Empower Advisory Group. He holds Series 66 and Series 63 licenses and has been in the industry since 2025. His prior experience includes roles at Distribution Strategy Group and Avid Ratings among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns, annual rebalancing, and client savings rates.

Josh Vehring is a financial advisor with Edward Jones in Portage, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages rental properties through Vehring Properties LLC. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of financial advisors and branch offices.

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Thrivent since 2013 across affiliated entities. Outside of his advisory role, he is involved in several local business ventures, including co-ownership of commercial properties and assisting with an assisted living facility operated by his wife. 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 planning and allows clients to combine planning with managed-account services under a consolidated billing option, while keeping these services separate.

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.

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.

Keaton Straka is a financial advisor with Edward Jones in Portage, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Maple Bluff Country Club, Action Financial Strategies, New York Life Insurance, and the University of Wisconsin-Madison. Outside of advising, he has been involved with USA Hockey, DCHOA, and WIAA over several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

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.

Daniel Mael is a CFP® professional with seven years of experience in the financial services industry. He has worked at Edward Jones since 2021 and previously held roles at Bank of Wisconsin, LPL Financial, General Engineering Company, and Ten Key Accounting. Outside of his advisory work, Mael serves as a basketball coach for youth and high school teams in Portage, WI. 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 nationwide network of financial advisors and branch offices.

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.

Julie Groves is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 22 years of industry experience. Her prior work includes roles at Waddell And Reed, Inc. and various insurance carriers with W & R Insurance Agencies. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Cassandra Weigel is a financial advisor with LPL Financial 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) from 2019 to 2022 and has experience as a self-employed professional. Outside of advising, she is a certified yoga teacher and business owner. 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 retirement plan consulting with access to model portfolios, research, and various management strategies.

Thomas Romaniak is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2007. He holds a Series 63 license and operates out of Pardeeville, 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of advisors and branch offices.