Josh Vehring

Jeremiah Olson is a financial advisor at Diamond Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he assists individuals with daily tasks such as cleaning and running errands through Papa Pals. Diamond Wealth Partners is an independent registered investment adviser serving a small client base that includes individuals, high-net-worth households, corporations, and other advisers. The firm offers comprehensive financial planning and discretionary portfolio management focused on retirement planning and wealth preservation, operating primarily through a virtual, goal-based planning process.

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.

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.

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.

Todd Braaksma is a Series 66-licensed financial advisor with 16 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, both based in Portage, WI. He has worked at Thrivent since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Steven Benck is a financial advisor with Ameriprise in Portage, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Benck serves on the Finance Committee of St. Mary's Catholic Church. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports through a centralized consulting team.