Michelle Bertram is a Series 65-licensed financial advisor with 18 years of experience, currently operating Bertram Financial Advisor Services in Mineral Point, Wisconsin. She has been self-employed since 1997 and is also involved in insurance services as an owner. Bertram Financial Advisor Services places clients with third-party money managers and provides financial planning, portfolio management support, and adviser referrals. The firm does not manage assets directly but reviews third-party manager portfolios and suitability, acting as a liaison without exercising investment discretion.

Beverly Bertram is a financial advisor at Bertram Financial Advisor Services with 17 years of industry experience. She holds the Series 65 designation and has been involved with Bertram Financial Advisor Services since 2008 and Bertram Financial Group since 2004. Outside of advisory work, she is a licensed insurance agent and spends more than half of her professional time in insurance services. Bertram Financial Advisor Services places clients with third-party money managers and provides financial planning, portfolio management support, and adviser referrals. The firm does not manage assets directly but performs ongoing due diligence and acts as a liaison between clients and managers.

Michael Peat is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at First Rate Wealth Management since 2021, following 21 years at First Rate Financial. Peat serves as a board member of the Iowa-Grant Educational Foundation, a charitable organization supporting educational enrichment activities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Chester Lee is a financial advisor at Merit Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pillar Wealth Management Co. for 14 years. Outside of his advisory role, he is involved in a self-storage business in Dodgeville, Wisconsin. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, and institutions. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Paul Zander is a financial advisor with LPL Financial in Barneveld, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial and the State Bank of Cross Plains since 2014. Outside of his advisory work, he plays drums in a band one to two times per month through his involvement with Sandman Music Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jenny Dochnahl is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kathleen Bramlett is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory work, Bramlett serves as president of the board for Community Connections Free Clinic, a volunteer-run medical clinic for uninsured and underinsured individuals, where she also volunteers as a translator and assists with fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics without including implementation. The firm separates its planning services from managed accounts and emphasizes periodic reviews conducted by its network of financial advisors.

Elissa Allbright is a CFP® with eight years of industry experience and is currently with Edward Jones in Dodgeville, WI. She has been with Edward Jones since 2015, with a brief overlap of working at Stella & Dot. Outside of her advisory role, she is co-owner of a small LLC involved in managing a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Simplot is a financial advisor with LPL Financial in Highland, Wisconsin, holding a Series 63 designation and over 23 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, Simplot serves as President and CEO of Highland State Bank and is a member of its Board of Directors. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Robert Allbright is a CFP®-designated financial advisor with Edward Jones in Dodgeville, WI, and has 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages Allbright Enterprises, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Danielle Gates is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and two years of industry experience. Her prior work includes a role at the State of Wisconsin Department of Workforce Development and several years as a homemaker. She is also involved as an independent ambassador-sales contractor and operates under the DBA HH Financial Planning Group. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Harold Hellen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously operated HH Financial Planning Group and worked with Harbour Investments, Inc. He also serves as a college wrestling official. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

David Tansor is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, and Mutual of Omaha. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house Research team and a broad network of investment adviser representatives.

Michael Peterson is a Series 66-licensed financial advisor with LPL Financial, based in Richland Center, Wisconsin. He has 27 years of industry experience and has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, he serves as Village Board President and Trustee in Barneveld, Wisconsin. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.