David Kraus

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Associated Bank, JL Business Interiors, and several other companies. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a predominantly non-discretionary basis.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. in Reedsburg, WI, with nine years of industry experience. She holds the Series 66 designation and has been with Associated Investment Services since 2016. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of advising, he is involved with Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin, where he works as a bartender. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis while leveraging relationships with Associated Banc-Corp and other affiliated entities.

Donald Brovick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2016. Brovick also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities offers brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

Sarah Oberman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Reedsburg, WI. She has three years of experience holding roles within Thrivent Financial and its affiliates, and previously served in various non-financial capacities including as a homemaker and a member of Reedsburg United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to integrate planning with managed account services under a consolidated billing structure.