Michelle Bertram is a financial advisor at Bertram Financial Advisor Services with 19 years of industry experience. She holds a Series 65 designation and has been self-employed since 1997, primarily focused on insurance services. Bertram Financial Advisor Services places advisory clients with third-party money managers and provides financial planning and portfolio management support. The firm uses a model portfolio approach with investments in stocks, bonds, ETFs, and no-load mutual funds, acting as a liaison between clients and third-party managers without exercising investment discretion.

Beverly Bertram is a financial advisor at Bertram Financial Advisor Services with 18 years of industry experience. She holds a Series 65 designation and has managed advisory and insurance services through Bertram Financial Group since 2004. In addition to her advisory role, she is a licensed insurance agent, spending a majority of her time in insurance activities. Bertram Financial Advisor Services places clients with third-party money managers, offering financial planning, portfolio management support, and advisor referrals. The firm focuses on model portfolios including stocks, bonds, ETFs, and no-load mutual funds, and performs regular due diligence and client suitability reviews without exercising investment discretion.

Michael Peat is a financial advisor with Harbour Investments, Inc. in Dodgeville, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with 1st Rate Wealth Management and First Rate Financial throughout his career. Peat is a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and multiple execution platforms tailored to advisor and client needs.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Jenny Dochnahl is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kathleen Bramlett is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory work, Bramlett serves as president of the board for Community Connections Free Clinic, a volunteer-run medical clinic for uninsured and underinsured individuals, where she also volunteers as a translator and assists with fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics without including implementation. The firm separates its planning services from managed accounts and emphasizes periodic reviews conducted by its network of financial advisors.

Elissa Allbright is a CFP® with eight years of industry experience and is currently with Edward Jones in Dodgeville, WI. She has been with Edward Jones since 2015, with a brief overlap of working at Stella & Dot. Outside of her advisory role, she is co-owner of a small LLC involved in managing a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Simplot is a financial advisor with LPL Financial in Highland, Wisconsin, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial (formerly Linsco Private Ledger Corp.) since 2002. Outside of his advisory role, Simplot serves as President and CEO of Highland State Bank and is a member of its Board of Directors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by extensive research and technology.

Robert Allbright is a CFP®-designated financial advisor with Edward Jones in Dodgeville, WI, and has 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages Allbright Enterprises, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Danielle Gates is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked for the State of Wisconsin Department of Workforce Development and has served as an independent ambassador-sales contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Harold Hellen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cambridge Investment Research since 2018 and previously operated HH Financial Planning Group and Harbour Investments, Inc. Outside of his advisory role, he serves as a college wrestling official in Platteville, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

Brock Dornink is a financial advisor at Thrivent Investment Management in Dodgeville, WI, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Jorden Sasscer CPA LLC and Johnson Block & Company, as well as positions in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses covering a broad range of financial planning topics without managing client portfolios directly.

Michael Peterson is a financial advisor with LPL Financial in Barneveld, WI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 2001. Peterson serves as Village Board President in Barneveld, a role he has held since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.