John Kampen

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.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Questar Asset Management. In addition to his advisory role, Simonson is the owner of Miller Simonson Insurance and volunteers with Portage Youth Softball. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and offers tailored strategies using a combination of fundamental, technical, and cyclical analysis.

Joia Simonson is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Meg Hunter State Farm and has held various roles including assistant coach for Portage Community Schools' high school softball team. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analyses to tailor client strategies.

Dakotah Kirchenwitz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations. He has been in the industry since 2025 and has prior experience with firms including Distribution Strategy Group and Avid Ratings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm utilizes an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Josh Vehring is a financial advisor with Edward Jones in Portage, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.