John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Strang is a Series 65-licensed advisor at Rosemeyer Management Group with one year of industry experience. Prior to joining the firm, Brooklyn held positions at various organizations including Badger Pool, Kari Strang Tax & Accounting, and Benton State Bank. Outside of finance, Brooklyn has experience as a self-employed daycare provider and involvement with the Badger Mine & Museum. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented investment approach that includes fundamental, technical, and cyclical analysis along with opportunistic shorter-term positions.

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Regan Shipp is a financial advisor at Rosemeyer Management Group with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Goldstar FS and Compeer Financial. In addition to her advisory role, Shipp is an independent insurance agent with Rosemeyer Management Group. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, tailoring portfolios to client needs.

Jacob Rosemeyer is a financial advisor at Rosemeyer Management Group with seven years of industry experience. He holds a Series 66 designation and has worked at RMG Wealth Management, Harbour Investments, Rosemeyer Management Group, and FOCUS. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment strategy with fundamental, technical, and cyclical analysis, while tailoring portfolios to client constraints.

Andrew Tranel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Rosemeyer Management Group since 2015 and also works with RMG Wealth Management. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, and offers tailored portfolio solutions including fiduciary retirement plan consulting and participant education.

Carter Klaas is a financial advisor with Rosemeyer Management Group, holding a Series 66 designation and five years of industry experience. He has held positions at several firms, including Securian Financial Services and UW Credit Union, where he also serves as a Community Partnerships Intern. Klaas contributed case studies to the book "Real Life Financial Planning," aimed at illustrating the financial planning process. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs and offering fiduciary retirement plan consulting alongside participant education.

Joseph Schultz is a financial advisor at Rosemeyer Management Group with a Series 65 designation and three years of industry experience. He has worked at Rosemeyer Management Group since 2020 and previously spent five years at Shoe Shack. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach, and tailors portfolios to individual client needs.

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.

Merlin Ames is a financial advisor at Arete Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management and Ridgeway & Conger, Inc. Outside of his advisory role, Ames owns a financial services business in Lancaster, WI. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based portfolio management strategies and integrates services with affiliated financial businesses and product channels.

Douglas Crubel is a financial advisor with Harbour Investments, Inc. in Lancaster, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Questar Capital Corporation and his own firm, Crubel Financial Services, where he also works as an independent insurance agent specializing in fixed annuities, disability, health, and life insurance. 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 create customized strategies across various asset classes and offers model-based solutions through a subscription platform.

Michael Lisle is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services and Mutual/United of Omaha Insurance Company. Lisle also owns Lisle Financial Group LLC, an investment and insurance services business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides continuous asset management, financial planning, and access to multiple investment platforms and third-party manager programs.

Danial Johnson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Brokers International Financial Services since 2022 and has a background in retail sales and guest service leadership at Kwik Trip Inc. outside the investment industry. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management, financial planning, and consulting services through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.

Tyler Dornink is a financial advisor with Edward Jones in Lancaster, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked in education at Darlington High School and North Crawford High School. Dornink also serves as a peer advisor for the FarmHouse Fraternity, assisting with academic support and event organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large nationwide advisor and branch network.

Mitchel Kratochvill is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Northeast Iowa Community College and the Dubuque Community School District. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kimberly Schmelz is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at Community First Bank since 2022. Outside of her advisory role, she serves as Vice President and School Board Director for Belmont Community Schools and is a yoga instructor at two local studios. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Bradley Mootz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a Series 66 license holder based in Platteville, WI. Outside of his advisory role, Mootz is a partner in agricultural ventures focused on managing and renting feedlots and pastures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Alaina Reeves is a CFP®-credentialed financial advisor with Edward Jones, based in Platteville, WI, and has seven years of industry experience. She has worked at Edward Jones since 2014, with a brief period at the University of Wisconsin-Madison. Outside of her advisory role, she is a co-owner of a commercial real estate business, Vitality Plaza LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Benjamin Reeves is a CFP® professional with 38 years of industry experience, currently serving at Edward Jones since 1986. He holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of Vitality Plaza LLC, a commercial real estate business in Platteville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Amanda Wright is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, and operates under a fiduciary standard.

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.

Tyler Kennicker is a financial advisor with LPL Financial in Mineral Point, WI, holding a Series 63 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he works as a summer recreation coordinator for the Iowa-Grant School District and as a cook and bartender at Gracie’s Point. 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 broad network of investment adviser representatives.

Alyson Reeves is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the CFP® designation and Series 66 license. Her prior experience includes roles at Merrill, Bank of America, Edward Jones, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory services.

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.

George Byykkonen is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 30 years. He also operates a business under the name Mound City Investment Services. 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 delivery options supported by in-house research and a large network of investment adviser representatives.

Vicki Pfalzgraf is a Series 66-licensed financial advisor with Edward Jones, based in Platteville, WI, with two years of industry experience. She has been with Edward Jones since 1997, including its predecessor Edward D Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.