Steven Jorgenson is the principal of Fifth Point Advisors LLC in Ettrick, WI, holding a Series 65 license with 10 years of industry experience. He is also the founder and principal of Starbridge Venture Capital LLC, focusing on venture investments in technology and commercial space startups. Additionally, Jorgenson serves as a trustee for Acorn Irrevocable Trust, a director of Heartland Mutual Insurance, and treasurer for the French Creek Lutheran Church Foundation. Fifth Point Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a private pooled vehicle, Woodridge Capital LP. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, with services that include asset allocation, security selection, and portfolio monitoring.

Bradley Fritz is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of finance, he serves as a commissioned officer in the U.S. Army Reserve and works as a bartender at local bars and grills. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Jared Ingenthron is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he serves on the board of Sugar Creek Bible Camp, a ministry of the Evangelical Lutheran Church of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning without implementation or discretionary trading authority, and allows clients to integrate planning with managed-account services under a consolidated billing option.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Susan Cassidy is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 strategies, separately managed accounts, and affiliated mutual funds.

Paul Sobotta is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1992. Sobotta serves on the board of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using a model-driven investment approach with access to third-party asset managers and wrap programs.

Bryan Staff is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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 analyses across various planning topics but does not provide portfolio management for institutional clients.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he manages residential rental properties through CD Taylor Holdings LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Kyle Sobotta is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Kohler Company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.