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.

Preston Baus is a financial advisor at American Independent Securities Group, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Agrace Foundation. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

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.

Josh Vehring is a financial advisor with Edward Jones in Portage, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Mark Van Etten is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Center for Health Enhancement System Studies and taught at the University of Wisconsin–Madison. 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 over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated financial services.

Daniel Mael is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Edward Jones in Portage, WI since 2021. Prior to Edward Jones, he held roles at LPL Financial, Bank of Wisconsin, and in engineering and accounting firms. Outside of finance, he coaches boys’ basketball at both the middle and high school levels in Portage. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. With over 23,000 advisors nationwide, the firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Jon Vehring is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and holds a Series 66 designation. Outside of his advisory role, Vehring serves on the Portage Library Board and acts as a financial advisor for the Portage Area Community Charitable Trust. 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 over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Carmichael is a financial advisor at Edward Jones in Portage, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Schultz Property Management, ALDI USA, The Vollrath Company, and Reef Parking, alongside periods of full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a comprehensive range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Julie Groves is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. Her prior work includes roles at Waddell And Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. 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 financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Cassandra Weigel is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Lotus Advisors (formerly Waddell & Reed) and was self-employed prior to joining LPL. Outside of finance, she is a certified yoga teacher and business owner in Columbia County, WI. 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 delivers services through a large network of investment adviser representatives.

Thomas Romaniak is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2007. He holds a Series 63 license and operates out of Pardeeville, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and maintains a large nationwide network of advisors and branch offices.