Klaas Financial Asset Advisors, LLC.

Nathan Breiby is a CFP® professional with 12 years of experience in financial advising. He currently works at Klaas Financial Asset Advisors, LLC, where he has been since 2020. His prior experience includes roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through a variety of services including discretionary portfolio management, financial planning, tax preparation, and retirement plan consulting. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and manages approximately $758 million in assets for over 1,100 client households.

Liane Warcup is a CFP® professional at Klaas Financial Asset Advisors, LLC with 22 years of industry experience. She previously worked at Clarus Financial Planning for 20 years and spent one year at A. G. Edwards & Sons, Inc. before joining Klaas Financial Asset Advisors in 2025. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides both fiduciary retirement-plan advice and non-discretionary investment consulting through a structured wrap-fee program.

Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Klaas Financial Asset Advisors since 2023. Her prior experience includes roles at the University of Queensland and Compass Properties. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets across more than 1,100 client households.

Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC. He holds Series 65 and Series 66 credentials and has 20 years of industry experience. His previous work includes positions at Investacorp, Inc., KMS Financial Services, Inc., and Securities America, Inc. He serves as president of his local homeowners association on a volunteer basis and is a commissioned notary public. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage customers with services including discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies focused on diversification and offers a wrap-fee program along with fiduciary retirement-plan services and non-discretionary consulting.

Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.

Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Eric Schmitz is a CFP® with four years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. He has worked at several firms including Woodbury Financial Services and MD Financial / Vestment Financial. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through a range of services including discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies tailored to clients' goals and risk tolerance, managing approximately $758 million in assets under its wrap-fee program.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.

Aaron Schueller is a financial advisor at Klaas Financial Asset Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Orgel Wealth Management, Accel Wealth Management, Bankers' Bank, and other firms. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation, and retirement-plan services. The firm employs long-term, asset-allocation driven strategies focusing on diversification and tailors recommendations based on clients’ goals, risk tolerance, and liquidity needs.

Joshua Stirling is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. He has held various roles within the firm since 2017 and was previously employed at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he is Vice President and a member of the Board of Directors of the CFA Society Madison, where he also participates on the Programming Committee. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, providing discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation driven strategies and manages approximately $758 million in assets through its wrap-fee program while offering fiduciary retirement-plan services and educational seminars.

Dylan Henderson is a financial advisor with Klaas Financial Asset Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Klaas, he held positions at Rock Valley Credit Union, Upstream Investment Partners, and various educational institutions. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools within its service offerings.

Kyle Kite is a financial advisor with Klaas Financial Asset Advisors, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including prior roles at Securities America, Inc. and Investacorp INC. In addition to his advisory work, he is also licensed as an insurance agent, providing consultations on insurance policies when necessary. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management, financial planning, tax-preparation, and retirement-plan services. The firm emphasizes long-term, diversified investment strategies tailored to clients’ goals and risk tolerance and manages roughly $758 million in assets within its wrap-fee program.

Morgan Tegeler is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Klaas Financial Asset Advisors, LLC since 2024 and previously at Bates Financial Group from 2022 to 2024. Before entering the financial industry, he was employed at General Mills for five years. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients by providing discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies focused on diversification and tailors its services to clients’ goals, risk tolerance, and liquidity needs.

Eric Schwartz is a CFP® professional with 13 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. Prior to that, he held roles at TIAA-CREF and several divisions of WEA, including WEA Financial Advisers, Inc. and WEA Member Benefits. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies focused on diversification and tailors recommendations to client goals and risk tolerance.