Julie Endicott is a financial advisor with LVZ, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes roles at Keystone Financial Group and Harbour Investments, Inc. Endicott is also an insurance agent. LVZ, Inc. manages approximately $1.125 billion in assets across over 2,400 client relationships through a team of 17 advisors. The firm provides investment management, financial planning, and consulting services to a diverse client base, employing a variety of portfolio styles and combining fundamental and technical analysis within a top-down framework.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Gregory Dragolovich is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Ripon Chamber of Commerce, where he helps oversee monthly meetings and supports the executive director. 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 and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Nicole Danke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. Outside of advising, she has a small involvement in real estate rental. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Maxwell Huseboe is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience with Pericles Financial. Outside of advising, he works part time at his father's plumbing business and is a full-time student at the University of Wisconsin-Whitewater. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with access to multiple third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Kelly Duel is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. Prior to joining Cambridge, Duel has worked at Plexus Corp since 2004 in the electronics manufacturing sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Rebecca Schuster is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2017, following roles at MPC Advisers, LLC and Girard Securities, Inc. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brice Terbeest is a CFP® professional with 12 years of experience in the financial services industry. He is currently with OSAIC and was previously with Woodbury Financial Services, Inc. for 10 years. Terbeest serves as President of Ripon Main Street, a nonprofit organization involved in community activities in Ripon, WI. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm employs a variety of advisory platforms and investment tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Shattuck is a financial advisor with Thrivent Investment Management in Berlin, WI, holding Series 66 and Series 63 designations and having three years of industry experience. His prior roles include positions at Dick's Sporting Goods, Dominos Pizza, and LaCrosse Lightning Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and recommendations across a broad range of financial topics without portfolio management or discretionary trading authority.

Catherine Hargrave is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Thrivent since 2014 and concurrently worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option, while maintaining a separation between planning and portfolio management services.

Julie Gurkowski Koehn is a financial advisor with Ameriprise in Green Lake, WI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cetera Investment Advisors LLC and 1st National Bank. She is involved in independent insurance brokering through her business, Tri-County Insurance Solutions, which focuses on educating clients about Medicare options, and serves on the Board of Directors for the Berlin Community Scholarship Corporation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Kelly Marshall is a financial advisor with Raymond James Financial in Princeton, WI, holding a Series 63 designation and 29 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1997 and owns a support company, M & M Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Eric Lang is a financial advisor with Edward Jones in Winneconne, Wisconsin, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Lang serves as a town supervisor for the Town of Winneconne and volunteers as a firefighter with the Winneconne/Poygan Fire Department. 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, investment solutions, and affiliated financial services through a large nationwide network of financial advisors and branch offices.

Shad Horton is a Series 66-licensed financial advisor with Edward Jones in Ripon, WI, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services under an SEC-registered program, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Carriveau is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having five years of industry experience. Prior to his current role at Thrivent since 2020, he served in the Berlin Area School District for five years. Outside of his advisory work, he officiates high school and middle school football games and serves on the boards of the Berlin Area School District and the Berlin Catholic School Endowment. 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 a broad range of topics, with the option to combine planning with managed-account programs while maintaining separate service components.