Kerberrose Wealth Management, LLC

Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.

Taj Boelter is an advisor at Kerberrose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 credentials. Boelter has been with Kerberrose Wealth Management and Northwestern Mutual since 2025, with prior experience at FedEx Freight and other roles. Kerberrose Wealth Management LLC is an independent firm that provides portfolio management, financial planning, and institutional retirement plan advisory services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets and employs diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management along with comprehensive financial and retirement plan services.

Ethan Hausmann is a financial advisor at KerberRose Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at KerberRose since 2020, following roles at Scott Ciullo Inc. and Aflac. Hausmann is also an author with publications on Amazon Kindle Direct Publishing. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multi-advisor approach, offering portfolio management and financial planning services using asset-allocation models informed by modern portfolio theory.

Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously served six years in the United States Army. Richel also serves as Treasurer and board member of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets, offering portfolio management, financial planning, and institutional retirement plan advisory services through a multi-advisor team.

Karley Wardlow is a CFP® and ChFC® credentialed advisor at Kerberrose Wealth Management, LLC with seven years of industry experience. Before joining Kerberrose in 2026, she worked at Edward Jones for seven years and Gannett Co Inc for six years. Outside of financial advising, she has listed her home for short-term rental during events such as the NFL Draft. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning services, using asset allocation models informed by modern portfolio theory and provides both discretionary and non-discretionary management.

Julie Lefevre is a financial advisor with KerberRose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company and CliftonLarsonAllen Wealth Advisors, among others. She is also involved as a Client Service Associate with APW Capital, Inc. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs diversified asset-allocation strategies and offers comprehensive financial planning and retirement plan advisory services through a multi-advisor team managing approximately $1.16 billion in assets.

Alexandria Miller is a financial advisor at KerberRose Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with KerberRose since 2021. Prior to her advisory career, she worked at Lake Superior Christian Church and spent several years as a stay-at-home parent. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm utilizes asset-allocation models based on modern portfolio theory and offers integrated services through affiliated accounting and retirement plan administration firms.

Scott Ciullo is a financial advisor with KerberRose Wealth Management, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at APW Capital, Inc. and LPL Financial, LLC, with a career spanning roles in investment advisory and fixed life and annuity sales. Outside of his advisory work, he is involved in fixed life and annuity sales through Scott Ciullo, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Justin Damon is a financial advisor with KerberRose Wealth Management, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Northland Securities, Inc. and LPL Financial. Outside of finance, he coaches hockey goalies through Mega Goaltending, a specialized training company. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs asset-allocation models based on modern portfolio theory and offers comprehensive financial planning alongside discretionary and non-discretionary portfolio management.

Michael Rudolf is a financial advisor with KerberRose Wealth Management, LLC, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at APW Capital, Inc., LPL Financial, Sii Investments, McCone, and Packerland Brokerage Services, Inc. He serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans, including government systems. The firm employs diversified, asset-allocation portfolios informed by modern portfolio theory and offers comprehensive financial planning alongside institutional retirement plan advisory services.

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.

Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.

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.

Daniel Wotruba is a financial advisor at KerberRose Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KerberRose since 2019. Prior to that, he was with Associated Trust Company for 10 years and Schenck Investment Solutions LLC for one year. Outside of his advisory work, he consults for the Einstein Project, a nonprofit introducing students to STEM activities. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning using diversified, asset-allocation models, and provides a range of services including institutional retirement plan advisory and comprehensive financial planning.

Connor Rosin is an Associate Wealth Advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and APW Inc. Outside of his advisory role, he has experience in painting and woodworking through his prior businesses, Rosin's Painting and Rosin Woodwork Corporation. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, 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 affiliated accounting and retirement plan administration firms.