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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.