Form Wealth Advisors, LLC

William Lauderdale is a CFP® professional with three years of industry experience, currently serving at Form Wealth Advisors, LLC. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Primex Inc. Lauderdale has worked in various capacities outside finance, including roles at a restaurant and a country club. Form Wealth Advisors provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals, combining model allocations with individualized recommendations and offering event-driven financial planning and retirement plan consulting.

Tyler Rima is a Series 66-licensed financial advisor with Form Wealth Advisors, LLC, based in Lake Geneva, WI. He has one year of industry experience, including prior roles at Raymond James Financial Services and nearly a decade at Lettuce Entertain You, Inc. Form Wealth Advisors is a team-based firm managing approximately $932 million, offering investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and emphasizes client education and structured, event-driven financial planning.

Jackson Burk is a financial advisor at Form Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Form Wealth Advisors, he worked at First National Bank and Trust and had an eight-year period outside the industry. Form Wealth Advisors is an SEC-registered, team-based firm managing over $1 billion and serving individual and high-net-worth clients, trusts, business entities, and retirement plans. The firm provides holistic financial planning, discretionary portfolio management, and retirement plan consulting, using a fiduciary, client-specific approach that incorporates multiple analytical methods and emphasizes educational seminars and participant communication.

Jesse Schrock is a CFP® professional with four years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2021, and previously held roles at Raymond James Financial Services. Prior to his financial career, he worked in the hospitality industry at Grand Geneva Resort & Spa and Geneva National Resort & Club. FORM Wealth Advisors provides investment advisory and wealth management services to individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and 3(38) retirement plan consulting.

Tyson Ray is a CFP® professional with 28 years of experience in the financial services industry. He is currently with FORM Wealth Advisors, LLC, where he has worked since 2014, and was previously affiliated with Raymond James Financial Services, Inc. He is the founder and chairman of the board of Children’s World Impact, a nonprofit organization focused on community service and mission trips. Tyson is also an author and consultant promoting financial philosophies through his work with The Total Relationship. FORM Wealth Advisors, LLC is a team-based firm serving individual clients, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers discretionary portfolio management, event-driven financial planning, and retirement plan consulting, with an emphasis on client education and fiduciary responsibility.

Brayden Zettle is a CFP® professional with four years of experience in financial advising. He is currently with Form Wealth Advisors, LLC, where he has worked since 2021, and previously held positions at Raymond James Financial Services. Form Wealth Advisors, LLC serves individual clients, trusts, business entities, and retirement plans with investment advisory and wealth management services. The firm employs a rule-based investment process tailored to client goals and offers services including discretionary portfolio management, event-based financial planning, and retirement plan consulting.

Lucas Kuchenberg is a CFP® with 28 years of industry experience. He is currently an advisor at Form Wealth Advisors, LLC, where he has worked since 2014, following prior experience at Wells Fargo Clearing. Form Wealth Advisors is a team-based SEC-registered RIA managing over $1 billion and serving individual and high-net-worth clients, trusts, business entities, and retirement plans. The firm provides holistic financial planning, discretionary portfolio management, and 3(38) retirement plan consulting, using a fiduciary, client-specific approach supported by an investment policy statement and various analytical methods.

Adam Kierzek is a CFP® professional with two years of industry experience, currently serving at FORM Wealth Advisors, LLC in Lake Geneva, WI. His prior work includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of financial advising, his background includes experience in education and construction. FORM Wealth Advisors, LLC provides investment advisory and wealth management services to individuals, trusts, business entities, and retirement plans. The firm employs a rule-based investment process tailored to client goals and offers services such as discretionary portfolio management, event-based financial planning, and retirement plan consulting.