Gavin Ostermann is a financial advisor at Kerberrose Wealth Management, LLC with Series 65 credentials. He has one year of industry experience and previously worked at UW-Whitewater and in the construction and logging industries. Outside of advising, he continues to be involved with CTO Logging, a business he has been part of since 2017. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs diversified portfolio construction based on modern portfolio theory and offers a range of financial planning and retirement plan advisory services.

David Schmitz is a financial advisor with SGL Financial, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with SGL Financial since 2015 and has operated David Schmitz Insurance since 1994 as a licensed insurance agent. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement plans by providing fee-based investment management, financial planning, and consulting. The firm follows a fiduciary standard, emphasizes diversified asset allocation and long-term horizons, and frequently utilizes third-party managers for portfolio implementation.

Kasha Herrmann Flanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has been with LaSalle St. Securities, LLC since 2009. Outside of her advisory role, she is a part owner of Erbert and Gerberts, a business venture associated with her husband, and serves on the Nicolet College Foundation Board. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Del Martin is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Packerland since 2021. Prior to that, he spent six years at Associated Investment Services, Inc. Outside of his advisory role, he has been involved with La Vie Bohème since 2010. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized planning with discretionary and non-discretionary account management, offering various investment vehicles and maintaining dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Quincy Gerrits is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with five years of industry experience. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors, LLC for one year and was affiliated with the University of Wisconsin - Madison for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Kathleen Anderson is a CFP® professional with 30 years of industry experience, currently serving at Commonwealth Financial Network since 2005. She is also a co-owner of Financial Strategies Group, LLC, which facilitates securities, advisory, and insurance businesses. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Richard Tegge Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2020 and has been associated with Wealth Strategy Group since 2009, previously spending 11 years with Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Higgins is a financial advisor with Ameriprise in Oneida, Wisconsin, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

Ryan Hetland is a financial advisor at Stifel with 26 years of industry experience. He previously spent 24 years at Lasalle St. Securities, LLC before joining Stifel in 2025. He holds Series 63 and Series 65 licenses. Outside of advisory work, he owns Het Lands LLC, which owns the building leased by his local Stifel office. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.

George Miller is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services and SII Investments. He is president of Northern Wealth Management LLC, where he oversees day-to-day business activities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers using various portfolio construction tools and investment strategies.

Daniel Demers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves on the board of Fort Wilderness, a Christian camping organization for youth and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial topics, without managing client portfolios or discretionary trading authority.

Bryan Kronberger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes six years at Northland CPA's S.C. and time at Clifton Larson Allen and Concordia College. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and custody arrangements.

Michael Boyd is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2014. He has an active role in his community, including serving as president of the Hodag Sports Club and as a board member of the Rhinelander High School Trap Team. Boyd is also involved with the Friends of NRA committee, supporting shooting activities in Wisconsin. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through independent financial professionals, offering a range of discretionary and non-discretionary investment solutions tailored to client objectives.

Mark Engles is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Engles is a co-owner of RRMG, LLC, a real estate business, and serves as Treasurer on the Board of Directors for the Bay Area Ice Bears Booster Club. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sara Olsen is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2022 and previously spent five years with Commonwealth Financial Network. Additionally, she is involved with Mainstreet Investment Group LLC, which she has been affiliated with since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and asset management solutions, supported by advanced research tools and a large network of over 22,800 advisors.

David Mannikko is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Mannikko serves on the board of the Rhinelander Athletic Booster Club and volunteers as a league manager at Pinewood Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Buck Kipper is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co since 2019, following four years at Packerland Brokerage Services. He is based in Rhinelander, WI. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Tim Bodette is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wells Fargo Clearing for 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.