Jonathan Kaiser is the sole advisor at J Kaiser Management, LLC in Ladysmith, WI, holding a Series 65 credential with five years of industry experience. His background includes leadership roles in entertainment promotion through JK Productions, LLC, coordination of the Northwoods Rock Rally music festival, and involvement with the Blue Hills Baseball Club, Inc., a nonprofit baseball organization. J Kaiser Management offers investment management, financial planning, and real estate investment management services to a diverse client base including individuals, businesses, and institutional investors. The firm employs proprietary model portfolios and customized strategies with a focus on ETFs, stocks, bond funds, and selective real estate investments, incorporating the founder’s real estate development experience into its approach.

Mark Brost is a CFP® credentialed financial advisor with 33 years of industry experience, currently with Cetera. He has been affiliated with Avantax entities for over two decades and has served on the Rusk County Hospital Board. Brost has also taught continuing education and vocational courses in the past. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.