David Shattuck

Julie Endicott is a financial advisor at LVZ, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Harbour Investments, Inc. and Keystone Financial Group. Outside of advising, she is also licensed as an insurance agent. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm uses a blend of fundamental and technical analysis alongside qualitative reviews by an internal Investment Committee, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and other pooled investment vehicles.

Dennis Wesel is a financial advisor with Interactive Financial Advisors and holds a Series 65 credential. He has eight years of industry experience, including roles at Branshaw Financial and CVS Health. In addition to his advisory work, he is employed as a tax preparer and assistant for investment clients at Branshaw Financial. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles, primarily using ETFs and mutual funds, and utilizes tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Gregory Dragolovich is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Ripon Chamber of Commerce, where he helps oversee monthly meetings and supports the executive director. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Nicole Danke is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with LPL Financial and has held prior roles at BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. outside of her advisory work, she is involved in a real estate rental activity on a limited basis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment solutions tailored to client needs.

Maxwell Huseboe is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc since 2024. Outside of his advisory role, he works part time at his father's plumbing company in Ripon, Wisconsin, assisting with installation tasks. He is also enrolled as a full-time student at UW-Whitewater. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with asset-allocation and portfolio optimization tools and offers a range of investment products and advisory programs.