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.

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.

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.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor with Associated Investment Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Before joining Associated Investment Services in 2022, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, Erickson is involved in the hospitality industry as a bartender at Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to 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, operating mostly on a non-discretionary basis.

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.

Sarah Oberman is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2019. Prior to her advisory career, she was a homemaker from 2016 to 2019. 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 across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

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.

Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management or institutional advisory services.

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.

Laura Morehouse is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions in the healthcare and hospitality sectors. Outside of her advisory role, she serves as a volleyball referee and coaches a club volleyball team in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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.

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.

Joel Groskreutz is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2016. Outside of his advisory role, Groskreutz serves as Vice President on the board of the Reedsburg Area Medical Center and is a board member of the K9 Tesla Foundation, which supports therapy dog programs for public safety personnel. 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 without discretionary trading authority, focusing on a broad range of financial topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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.

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.

Tricia Sullivan is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Kohl's Department Stores and Sacred Heart Catholic School. 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 that covers a wide range of topics, with options to combine planning alongside managed-account programs under a consolidated billing structure.

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.

Katie Schmidt is a financial advisor at Edward Jones in Reedsburg, WI, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Kvernen is a financial advisor with Edward Jones in Reedsburg, WI, holding a Series 66 license and 13 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.