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.

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

Kasha Herrmann Flanders is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 19 years of industry experience. She holds the Series 66 designation and has been with LaSalle St. Securities, LLC since 2009. 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 serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management.

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.

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and M&I Bank. Outside of advisory work, she owns a restaurant equipment service business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

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.

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors in Eagle River, WI, holding a Series 63 license and 35 years of industry experience. He previously worked at Commonwealth Financial Network and First National Investment Center. Patterson serves as secretary for Ducks Unlimited and is a board member of Aspirus Hospital North Division. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party models, with both discretionary and non-discretionary strategies tailored to client objectives.

Chad Kielty is a financial advisor with Edward Jones in Eagle River, WI, holding a Series 66 designation and four years of industry experience. He previously worked at M Health Fairview and Robert Half before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jessica Meulendyke is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2021. Prior to this, she spent five years with Lutheran Indian Ministries. 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 analyses covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning with managed accounts under a consolidated billing option.

Gregory Wohlwend is a CFP® professional with 17 years of industry experience, all of which have been with Edward Jones since 2009. He holds a Series 66 license and is based in Three Lakes, Wisconsin. Outside of his advisory role, he volunteers by providing transportation services for participants at LifeWise Academy, a religious education organization, without receiving compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Douglas Steiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes nine years at BMO Harris Financial Advisors and ongoing roles at BMO Bank NA, M&I Insurance Services, M&I Brokerage Services, and M&I Trust, spanning more than two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, employing discretionary and non-discretionary management with access to research, model portfolios, and a variety of investment strategies.

Michael Witt is a financial advisor at Ameriprise with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. Witt holds Series 63 and Series 66 credentials. He serves as chair of the UW Department of Orthopedics and Rehabilitation Foundation board and participates in community foundation investment reviews and trustee duties related to local nonprofit funds. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets and emphasizes written, research-backed recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

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.

James Gross is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Gross has sole ownership of Three Lakes Capital LLC, an investment-related entity used for private security investments and lines of credit. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.