Patrick Marcell is a financial advisor at Elite Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to medical services through Anovia, though he is not compensated for this activity. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm employs a variety of model portfolio strategies guided by fundamental, technical, and cyclical analysis, and offers services including wrap-fee asset management, financial planning, and retirement plan education and management.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.

Ryan Hinner is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Practical Retirement Planning and Stevens Point Area Public Schools. Outside of finance, Hinner competes as a race car driver during the racing season and assists with food plot and hunting property maintenance. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and access to multiple investment strategies through in-house and third-party managers.

Adam Ranum is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Powertek and Northwestern Mutual in various capacities over a nine to ten-year period. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Teryn Kuse is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining CliftonLarsonAllen in 2022, she worked at Northwestern Mutual and held roles in education and local business. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients, offering wealth advisory, asset management, financial planning, and business succession consulting. The firm’s investment approach combines strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its Private Client Services model.

Jeremy Schoenherr is a CFP® professional with five years of industry experience. He is currently with Summit Financial, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is also affiliated with the Stratford School District. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Jason Glisczynski is a CFP® with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at Silvertree LLC and Brookstone Capital Management. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, a student rental property business where he is involved in property management and maintenance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include equity indexed annuities. 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 mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Benjamin Kasten is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, having joined Principal Securities and Principal Life Insurance Company in 2026. His previous work includes roles in custom home construction and community service. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has also operated a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers an integrated service model tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and standardized plan lineups selected by plan sponsors.

Raymond Cal is a financial advisor with Principal Financial Services, holding a Series 63 designation and 21 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, Union Financial Inc., and Heil Financial Group. He is also involved in sales of fixed insurance products and funeral trusts for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Emily Bouche is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she serves on the board of Catapult Inc, an organization focused on church planting and missionary support, and is involved in business coaching for clients on a referral basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and allows clients to combine planning with managed accounts under a consolidated billing arrangement.

Keegan Ziemer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at USAA and Worldwide Trophy Adventures. Outside of his advisory role, he is the founder of K2Z Productionz LLC, a media business providing photo and video services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with affiliated mutual funds, trust capabilities, and securities-based lending options.

Andrew Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fuel Powersports from 2015 to 2018. Outside of his advisory role, he coaches bicyclists participating in fundraising rides for the Juvenile Diabetes Research Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm 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.

Austin Korger is a financial advisor with Ameriprise in Plover, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 10 years at JPMorgan Chase NA. Outside of his advisory role, he is an associate financial advisor at SAA, LLC, where he manages practice operations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Joshua Korotka is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was affiliated with Thrivent Financial. Outside of his advisory work, he owns a fresh produce stand operating seasonally in Wisconsin and participates in fishing tournaments sponsored by local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm offers these services through a network of advisors, combining planning with managed-account options under a consolidated billing structure while maintaining separate planning and investment management functions.