Dakotah Kirchenwitz

Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Thrivent since 2013 across affiliated entities. Outside of his advisory role, he is involved in several local business ventures, including co-ownership of commercial properties and assisting with an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, while keeping these services separate.

Kelly Marshall is a financial advisor with Raymond James Financial in Princeton, WI, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 1997 and owns a support company, M & M Financial Services LLC, which assists the Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.