Mendota Financial Group, LLC

Michael Ebeling is a CFA® charterholder with five years of industry experience, currently serving at Mendota Financial Group, LLC. His prior roles include positions at the State of Wisconsin Investment Board and the University of Wisconsin School of Business. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm employs a process-driven approach focused on long-term buy-and-hold investing, using fundamental and cyclical analysis across a broad set of securities, and also serves as a sub-advisor to other advisers.

Daniel Gresch is a financial advisor at Mendota Financial Group, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mendota Financial Group since 2005, following seven years at Filbrandt Investment Advisers Incorporated. Outside of his advisory role, he serves as treasurer for the Saint Francis Xavier School Committee. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and various entities. The firm employs a documented financial consulting process to tailor long-term, buy-and-hold investment strategies with ongoing monitoring, and has ownership interests in affiliated investment enterprises including Mendota Venture Capital, LLC.

Owen Ahrens is a financial advisor at Mendota Financial Group, LLC with a Series 65 credential and two years of industry experience. Prior to joining Mendota in 2023, he worked at Elite Retirement Group and UPS, and he also has experience at the University of Wisconsin-Stevens Point and Stevens Point Area Senior High. Mendota Financial Group offers financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm uses a documented consulting process to tailor long-term investment strategies, employs fundamental and cyclical analysis, and serves as a sub-advisor to other advisers while maintaining independent custodial reporting.

Brian Hellmer is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Mendota Financial Group, LLC and also operates BH Admin Services, LLC. Prior to his current roles, he worked for six years at the State of Wisconsin Investment Board. Hellmer is involved with Badgers United and Badger Advocates, organizations focused on community initiatives. Mendota Financial Group provides financial consulting and discretionary investment management to individuals, including high-net-worth clients, and other entities. The firm emphasizes a documented consulting process and tailors asset allocations for long-term investing, using fundamental and cyclical analysis across a broad range of securities.

Kurt Ahrens is a financial advisor at Mendota Financial Group, LLC in Madison, WI, holding a ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience and has been with Mendota Financial Group since 2005. Ahrens is a managing member of KUMADA, LLC, an entity formed to facilitate personal investments alongside two partners. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients. The firm focuses on tailored asset allocation with a long-term, buy-and-hold approach and utilizes fundamental and cyclical analysis, offering both initial financial consulting and ongoing portfolio management.

Ethan Ahrens is a financial advisor at Mendota Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse work background including roles in delivery services, education, and military service in the United States Army. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, beginning with detailed needs assessments and tailored asset allocation recommendations consistent with a long-term, buy-and-hold approach. The firm also manages sub-advisory assignments and customizes portfolios to client-specific holdings and restrictions.