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.

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.

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.

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.

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.

Maxwell Harcey is a Series 65-credentialed financial advisor at Advisors Management Group Inc with three years of industry experience. He has worked at Advisors Management Group since 2022 and previously held positions at Freighthouse, the University of Wisconsin-LaCrosse, Kwik Trip, and Red Lobster. Advisors Management Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm employs a diversified, model-driven investment approach and offers in-house tax, accounting, and business consulting services.

Ashley Vega is a Series 65-registered financial advisor with seven years of experience at Advisors Management Group, Inc. in La Crosse, WI. She has been with the firm since 2015. 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 utilizes a diversified, model-based investment approach tailored to clients’ risk tolerance and objectives, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory offerings.

David Utterback is a CFP® professional with 41 years of experience in the financial services industry. He is currently a principal at Schamberger, Greylak & Utterback Wealth Management, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 1990. 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 combination of fundamental, quantitative, and manager-based approaches tailored to clients’ financial situations and risk tolerances, and integrates adviser oversight with digital advisory tools.

Roger Deets is a financial advisor at Advisors Management Group Inc with 30 years of industry experience. He holds a Series 63 designation and has been with Advisors Management Group since 1989. Outside of his advisory role, Roger and his wife own Deets Properties LLC, a commercial real estate business. Advisors Management Group provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll.

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.

Matthew Nelson is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Harbour Investments since 2009 and also operates Nelson Financial Services and Nelson & Associates, CPA Firm, where he is a shareholder. Outside of his advisory roles, Nelson serves as treasurer for the Holmen Booster Club and works as a part-time golf coach for the Holmen School District. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jennifer Johnson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds the Series 66 designation and has been associated with Nelson & Associates, a CPA firm where she is a shareholder. Johnson also serves as a director for the Mary M Westlud Family Foundation, a nonprofit organization. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also has a background in telecommunications engineering at Lumen Technologies. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, and other advisers. The firm incorporates Biblically Responsible Investing principles using proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.