Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

Brian Waelti is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Harbour Investments since 2004 and previously operated Waelti Investment Services. He is also involved as an independent insurance agent, including work with equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and various advisory services with investment approaches tailored by individual advisors and third-party managers.

Douglas Halverson is a financial advisor at Associated Investment Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Associated Investment Services since 2007. Outside of financial advising, he is involved as an independent distributor of nutrition and supplement products through AdvoCare International. 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 a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a largely non-discretionary basis.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with tools such as the Color of Money Risk Analysis.

Shelbie Williams is a financial advisor at Creative Financial Designs, Inc. with two years of industry experience and holds a Series 66 designation. Her background includes roles at Kampen Financial & Wealth Management, Grow Well Financial, and several dental practices. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations based on risk objectives and provides unique features such as Biblically Responsible Investing strategies and various billing options.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.

Matthew Niermeyer is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at Harbour Investments since 2014 and was previously with Zaddack & Associates. Niermeyer is also an independent insurance agent operating under Point B Wealth Advisors, specializing in equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various managed account solutions. The firm employs a range of investment approaches tailored by individual advisors and approved third-party managers.

Joia Simonson is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Prior to joining Gradient Advisors, she gained experience at Meg Hunter State Farm and HG Meigs. Outside of her advisory work, Simonson serves as an assistant coach for high school softball with Portage Community Schools. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Dakotah Kirchenwitz is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Empower, their work history includes roles at Distribution Strategy Group, The Gardner Company, and Avid Ratings, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Josh Vehring is a financial advisor with Edward Jones in Portage, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages rental properties through Vehring Properties LLC. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of financial advisors and branch offices.

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent since 2015. Outside of advising, Simons is involved in local business ventures including co-ownership of property management entities and assisting with maintenance at an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its “WealthPlan” option while maintaining separate delivery of each.

Todd Braaksma is a Series 66-licensed financial advisor with 16 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, both based in Portage, WI. He has worked at Thrivent since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Steven Benck is a financial advisor with Ameriprise in Portage, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Benck serves on the Finance Committee of St. Mary's Catholic Church. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports through a centralized consulting team.

Keaton Straka is a financial advisor with Edward Jones in Portage, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Maple Bluff Country Club, Action Financial Strategies, New York Life Insurance, and the University of Wisconsin-Madison. Outside of advising, he has been involved with USA Hockey, DCHOA, and WIAA over several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Mark Van Etten is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Center for Health Enhancement System Studies and taught at the University of Wisconsin–Madison. 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 over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated financial services.

Daniel Mael is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes roles at Bank of Wisconsin, LPL Financial, and General Engineering Company. Outside of his advisory work, he coaches youth and high school boys basketball teams in Portage, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.

Jon Vehring is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and holds a Series 66 designation. Outside of his advisory role, Vehring serves on the Portage Library Board and acts as a financial advisor for the Portage Area Community Charitable Trust. 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 over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Groves is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Waddell And Reed, Inc. and various insurance carriers for W & R Insurance Agencies. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Cassandra Weigel is a financial advisor with LPL Financial based in Portage, WI, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Lotus Advisors (formerly Waddell & Reed) and was self-employed before joining LPL Financial. Outside of her advisory practice, she is also a certified yoga teacher. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Thomas Romaniak is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2007. He holds a Series 63 license and operates out of Pardeeville, 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of advisors and branch offices.