Tanner Russo is a financial advisor at Associated Investment Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Associated Bank, N.A. and several companies in other industries, including JL Business Interiors, Inc. and Keystone Staffing Group LLC. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with her current firm since 2016. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm utilizes model portfolio and separately managed account programs delivered through third-party managers and its affiliate Kellogg Asset Management.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor with Associated Investment Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Before joining Associated Investment Services in 2022, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, Erickson is involved in the hospitality industry as a bartender at Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating mostly on a non-discretionary basis.

Ann Doty Mitchell is a financial advisor with Advisory Solutions Group, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Cetera and Summit Brokerage Services. Outside of her advisory work, she is involved in small entrepreneurial ventures including production and sales of handmade bows and homemade fudge, as well as operating a reusable litter collection business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm utilizes a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers portfolio management, financial planning, and consulting services.

Donald Brovick is a financial advisor with Principal Financial Services in Cazenovia, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016. In addition to his advisory role, Brovick serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Sarah Oberman is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2019. Prior to her advisory career, she was a homemaker from 2016 to 2019. 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 various topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Patrick Thielen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Signator Investors, and has been involved with Thielen Financial Services and Financial Decisions Group for over two decades. Outside of his advisory work, he serves as a board member of the Fortunaire Foundation and is the drummer for the Race Bannon Band. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms utilizing asset-allocation tools and third-party managers.

Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management or institutional advisory services.

Laura Morehouse is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held positions in the healthcare and hospitality sectors. Outside of her advisory role, she serves as a volleyball referee and coaches a club volleyball team in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Joel Groskreutz is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2016. Outside of his advisory role, Groskreutz serves as Vice President on the board of the Reedsburg Area Medical Center and is a board member of the K9 Tesla Foundation, which supports therapy dog programs for public safety personnel. 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 without discretionary trading authority, focusing on a broad range of financial topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Chandra Hackett is a financial advisor at Ameriprise Financial Services with 36 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2016, following previous roles at Morgan Stanley from 2007 to 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Tricia Sullivan is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Kohl's Department Stores and Sacred Heart Catholic School. 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 that covers a wide range of topics, with options to combine planning alongside managed-account programs under a consolidated billing structure.

Katie Schmidt is a financial advisor at Edward Jones in Reedsburg, WI, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Kvernen is a financial advisor with Edward Jones in Reedsburg, WI, holding a Series 66 license and 13 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Brumer Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for the Sacred Heart Church Finance Council in Reedsburg, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.