Tyler Adams is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, Adams serves as a referee for the Wisconsin Interscholastic Athletic Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, using both in-house and third-party managers across traditional and non-traditional investment strategies.

Daniel Wilhelm is the principal of Analytical Investment Services in La Crosse, WI, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Analytical Investment Services since 1994. Outside of advising, he owns and operates a real estate appraisal business and serves as treasurer of the La Crosse Logan Alumni Association. Analytical Investment Services provides discretionary, personalized portfolio management primarily for individual clients, managing approximately $7.5 million in assets. The firm employs both fundamental and technical analysis with a focus on long-term purchase strategies using no-load mutual funds and ETFs, and it does not impose a minimum account size.

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.

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at La Crosse Financial Planning Inc., Voya Financial Advisors, Mass Mutual Life Insurance Company, MML Investors Services, and Braun Intertec Corporation. In addition to advising, he operates his own financial planning and insurance businesses. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management with an emphasis on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income. The firm delivers written investment policy statements and maintains ongoing client planning with periodic reviews.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors, Inc. and Next Financial Group Inc. He serves on the board of the La Crescent Area Event Center and is involved in fixed life insurance sales through Klauke Investments & Insurance Services. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach, allocating across mutual funds, ETFs, individual securities, and alternative strategies, and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Maximillion Goulet is an advisor at Fiduciary Financial Planning Network with a Series 65 designation and no prior industry experience. His background includes service in the U.S. Army since 2022 and work in various roles such as landscaping and hospitality. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and discretionary and non-discretionary portfolio management. The firm emphasizes index-based, long-term buy-and-hold portfolios with an investment approach focused on ETFs, mutual funds, and fixed-income allocations, supported by written investment policy statements and ongoing financial planning.

Kathryn Wiegrefe is a financial advisor with Fiduciary Financial Planning Network, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Mutual of Omaha since 2012. Outside of advising, she is involved in real estate investment and manages a short-term rental cabin in Tennessee listed on Airbnb and VRBO. Additionally, she works as an election worker, assisting voters and supporting election integrity. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals and small businesses, emphasizing index-based, long-term buy-and-hold investment strategies with a focus on tax efficiency and documented client risk tolerance.

Jacob Shamban is a CFP® with three years of industry experience, currently advising at Fiduciary Financial Planning Network. His prior experience includes roles at La Crosse Financial Planning and Northwestern Mutual across wealth management, investment services, and life insurance. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management with an emphasis on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed-income allocations. The firm delivers comprehensive written investment policy statements and integrates tax-efficient asset location and annual rebalancing practices.

Kenneth Kalk is a financial advisor at WealthPLAN Partners with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and Modern Woodmen of America. Outside of his advisory work, he owns and operates K9 KISSES, LLC, a dog sitting business in Onalaska, WI. WealthPLAN Partners serves individuals, high-net-worth clients, and institutional clients with financial planning, investment management, and retirement plan consulting. The firm employs a “Strategy Diversification” investment approach, managing client accounts primarily on a discretionary basis with tools such as third-party sub-advisers, automated rebalancing, and tax-loss harvesting.

Freeman Linde is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., MSI/MML Investors Services, LLC, and Massachusetts Mutual Life Insurance. Freeman is also a podcast host and blogger for RetireMentorship, an educational platform that is free to the public and not affiliated with his Registered Investment Adviser. Fiduciary Financial Planning Network is a team of six advisors serving individuals, including high-net-worth clients, and small businesses. The firm offers financial planning and portfolio management focused on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with an emphasis on tax efficiency and documented risk tolerance.

Benjamin Gibson is a Series 65-licensed advisor at Fiduciary Financial Planning Network with three years of industry experience. He has worked at La Crosse Financial Planning since 2022 and previously held roles at Viterbo University and Somerby Golf Club. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses with financial planning and portfolio management services. The firm employs a long-term, index-based investment approach utilizing ETFs, mutual funds, and fixed-income allocations, with an emphasis on documented risk tolerance and tax-efficient strategies.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Welshire Capital since 2017 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of financial advising, Peters has interests in residential property ownership and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios with asset allocation strategies, utilizing both proprietary and third-party platforms.

Peter Bittermann is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 25 years of industry experience. He has been with Westminster Financial since 2011 and has also worked at RBC Capital Markets Corporation since 2008. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold orientation complemented by tactical adjustments and manages portfolios using various securities, mutual funds, ETFs, and option strategies.

Danielle Amundson is a financial advisor with ValMark Advisers, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining ValMark Advisers, she worked at Stifel Nicolaus for 11 years and has also been affiliated with Welshire Advisors and Valmark Securities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Mark Bertrang is a financial advisor with Interactive Financial Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Brooklight Place Securities, Inc. and Fortune Financial Services. Bertrang is also president of Financialoscopy Inc., a fixed insurance sales and service business, and is an author of non-investment products. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm manages assets primarily through discretionary, model-based strategies using ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Ryan Haefs is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Principal Financial Services since 2022 and Principal Life Insurance since 2023, and has been with Principal Advised Services since 2024. Haefs's background includes roles in staffing, health care, and education. Principal Advised Services offers investment advice and management primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

Nathan Becker is a financial advisor with Interactive Financial Advisors, holding Series 66, 63, and 65 credentials and nine years of industry experience. He has worked at Fortune Financial Services and Newport Group in addition to his current roles at Interactive Financial Advisors and Brooklight Place Securities. Outside of advisory work, he is involved with Financialoscopy Inc., where he serves as Operations and Research Specialist focusing on the sales and service of fixed insurance. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach, combining fundamental analysis and Modern Portfolio Theory to construct diversified portfolios using ETFs and mutual funds, supported by third-party managers and proprietary tools.

Joshua Lieder is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. from 2016 to 2019 and has been affiliated with Welshire Capital since 2016. Outside of his advisory work, he is the owner and operator of Lieder Acres, a beekeeping and honey sales business. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, supporting clients through proprietary and third-party platforms, with active oversight and periodic reviews.

Dennis Glover is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CreativeOne, he worked at Sunshine Floral and has been involved with KKAT LLC since 2013. Outside of his advisory role, Glover serves as Vice President and COO of the Twenty-First Century African Youth Movement, a nonprofit focused on economic and social empowerment for youth in Africa. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Harlan Hogrefe is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Gradient Insurance Brokerage, Legacy Solution, American Retirement Systems, and Family Financial Group Inc. He is also an insurance licensed agent involved in the sales of fixed insurance products through Gradient Insurance Brokerage. Royal Fund Management, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers both discretionary and non-discretionary retirement plan services, with access to select non-traded REITs and an options-writing overlay.