Rodney Andrae is the sole advisor at Andrae Financial Services LLC, an independent firm based in Darlington, Wisconsin. He holds a Series 65 designation and has 10 years of industry experience, including roles at Centralstar from 2014 to 2022. Andrae Financial Services is a state-registered independent investment adviser managing approximately $7 million in discretionary assets. The firm primarily serves individual and high-net-worth clients, offering customized asset management and financial planning with a focus on fundamental and cyclical analysis, using a variety of investment vehicles and quarterly account reviews.

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.

Michelle Thomson Henry is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and a Series 65 license, and has 12 years of industry experience. She has worked at Honkamp Krueger Financial Services since 2013 and has been a CPA at Honkamp Krueger & Co., PC since 2002, providing accounting and tax services. Avantax Planning Partners primarily serves individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer, investment adviser, insurance, and pension consulting entities.

Douglas Rogers is a financial advisor with Avantax Planning Partners, Inc., holding a Series 66 designation and nine years of industry experience. He has worked with HK Financial Services since 2016 and previously with ProEquities, Inc. Rogers is also a CPA and partner at Honkamp Krueger and Company, where he manages accounting, tax preparation, and consulting services. He serves as chairman of the board for Southwest Health Center in Platteville, WI. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, stand-alone financial planning, and tax-intelligent overlays, operating within a larger corporate group with integrated advisory and insurance services.

Aaron Cullen is a financial advisor with Avantax Planning Partners, Inc. based in Platteville, WI. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Cullen has been affiliated with Honkamp Krueger Financial Services since 2013 and has a longstanding career at Honkamp Krueger dating back to 1997. Outside of advisory work, he serves as a volunteer treasurer on the board of Family Advocates, Inc., a domestic abuse shelter. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through designated custodians.

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.

Laura Barnard is a financial advisor with Thrivent Investment Management in Darlington, WI. She holds the ChFC® designation and Series 66 license, and has 15 years of industry experience. Barnard has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2014. 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 financial planning covering a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Kim Havens is a financial advisor with Mass Mutual Investors Services in Darlington, WI, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Financial since 2004. Outside of his advisory role, he owns and operates Havens Hilltop Farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Robert Hundhausen is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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.

Joseph Gustafson is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliated entities since 2022. Prior to his advisory role, he worked at Eagle Ridge Resort and Spa as a cook and occasionally assists there for events. 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 analyses and planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

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.

Jacob Ramos is a financial advisor at Edward Jones in Platteville, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was co-owner of Upsecond LLC, a sports bar, and operated J Cruz Productions, a live music and DJ business. He performs in bands, runs karaoke events, and occasionally DJs weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

Mary Schwartz is a CFP® professional with 39 years of industry experience. She is currently with Cambridge Investment Research Advisors and has previously worked at Symphonic Financial Advisors for 17 years. Outside of her advisory work, she serves as a committee member of the Sauk Trails Optimist Club. 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 multiple account platforms and both discretionary and non-discretionary 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.

Timothy Zauche is a financial advisor with Thrivent Investment Management in Platteville, Wisconsin, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. Outside of his advisory role, he is a co-owner of Platinum Services LLC, which provides consulting for renewable energy companies and real estate activities, and he assists as a pyrotechnic assistant for fireworks shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various financial topics without discretionary portfolio management.