Kelly Marshall

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.

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.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

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.

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.