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.

Luke Wendorf is a financial advisor at Longevity Wealth Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including PKS Investments and Merit Financial Advisors. Prior to his financial advisory roles, he gained varied experience including positions in hospitality and education. Longevity Wealth Advisory LLC provides fee-only wealth management and discretionary portfolio management to individuals and families, as well as trusts, estates, and business-owned accounts. The firm integrates ongoing financial planning with investment implementation, using modern portfolio theory to construct individualized portfolios without leverage, options writing, or short-selling as standard approaches.

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.

Thomas Greylak is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined his current firm in 2022. Outside of his advisory work, he is involved with GreyFox Farm Shop, a farming business in Trempealeau, WI. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a mix of fundamental, quantitative, and manager-based investment approaches, combining adviser oversight with digital advisory tools and offering access to LPL-sponsored programs and model portfolios.

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.

Lawrence Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial LLC since 2010. Schamberger is involved in managing an independent investment advisory firm alongside his work at LPL Financial. Schamberger, Greylak & Utterback Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary asset management, financial planning, and ERISA plan consulting, using a combination of fundamental, quantitative, and manager-based investment approaches tailored to clients’ financial situations and risk tolerances.

Michael Klauke is a financial advisor at WealthPLAN Partners with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining WealthPLAN Partners in 2024, he worked at Securities America Advisors and Next Financial Group Inc. Klauke serves on the board of the La Crescent Area Event Center and is involved in fixed 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 institutions. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Nathan Deets is a Certified Financial Planner™ (CFP®) with 20 years of experience in the financial services industry. He has been with Advisors Management Group Inc since 2006. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan participants with a range of financial and investment advisory services. Advisors Management Group employs a diversified, model-driven investment approach using ETFs, mutual funds, and individual equities. The firm also offers in-house tax and accounting services and provides business consulting alongside portfolio management and financial planning.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.

Hudson Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at LPL Financial, Target, Chaseburg Cooperative, and ongoing involvement with Humfeld Farms. Schamberger, Greylak & Utterback Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and trusts with discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based investment approaches, integrating adviser oversight with digital advisory tools, and offers access to LPL-sponsored advisory programs and model portfolios.

Jennifer Deets is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Advisors Management Group, Inc. in La Crosse, WI since 2003. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory offerings.

David Christensen is a financial advisor at Coordinated Capital Securities, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Coordinated Capital Securities since 2011. Outside of his advisory role, he owns a tax services and accounting business where he prepares tax returns and works as an independent insurance agent selling and servicing fixed annuities, life, and long-term care insurance. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a variety of management programs and investment strategies supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kate Pederson is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Advisors Management Group Inc. since 2017 and previously worked at Logistics Health from 2014 to 2017. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and accounting.

Luke Spink is a financial advisor at Advisors Management Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Short Stop Bar and Mosinee School District. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach tailored to client objectives and risk tolerances, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory solutions.

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.

Julie Deets is a financial advisor at Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation with 28 years of industry experience. She has been with Advisors Management Group since 1992. Outside of her advisory role, Julie co-owns Deets Properties LLC, a commercial real estate company. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation and business consulting.

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 two years of industry experience, currently serving at Fiduciary Financial Planning Network. His prior roles include positions at Northwestern Mutual Wealth Management Company and Scott Pagenkopf. Fiduciary Financial Planning Network offers financial planning and portfolio management to individuals, including high-net-worth clients, and small businesses. The firm emphasizes index-based, long-term buy-and-hold investment strategies using ETFs, mutual funds, and fixed income, with documented risk tolerance and tax-efficient asset location.

Kenneth Kalk is a financial advisor with WealthPLAN Partners in Onalaska, WI, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Securities America Advisors and MWA Financial Services Inc. Outside of advisory work, he owns and operates K9 KISSES, LLC, a dog sitting business in Onalaska. 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" investment approach, managing portfolios across multiple asset classes with discretionary oversight and tools such as automated rebalancing and tax-loss harvesting.

Shay Benedict is a financial advisor with Advisors Management Group Inc in La Crosse, WI, holding a Series 65 license and six years of industry experience. Prior to joining Advisors Management Group in 2020, he worked at United Health Group, Walmart Distribution, the YMCA, and Mayo Clinic Health System. Advisors Management Group provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, charitable organizations, and corporations. The firm employs a diversified, model-driven investment approach with multiple asset-allocation models tailored to client risk tolerance and offers additional services such as tax preparation, bookkeeping, and business consulting.