Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Associated Bank, JL Business Interiors, and several other companies. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a predominantly non-discretionary basis.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. in Reedsburg, WI, with nine years of industry experience. She holds the Series 66 designation and has been with Associated Investment Services since 2016. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of advising, he is involved with Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin, where he works as a bartender. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis while leveraging relationships with Associated Banc-Corp and other affiliated entities.

Michael Wentland is a financial advisor with Money Concepts Capital Corp in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he is involved with APEXX, LLC and owns APEXXmas Tree Farm in New Lisbon, WI. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathan Mead is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and currently operates Firm Foundation Wealth & Retirement Solutions, LLC. Mead has a background including roles at Metlife Securities and New York Life, and he is also involved as an investor in a tourist attraction business, Dells Escape Rooms, and provides consulting services to escape room owners through JGM Consulting, LLC. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, combining advisory services with affiliated insurance and broker-dealer capabilities.

Donald Brovick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2016. Brovick also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities offers brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.

Darren Schwinefus is a financial advisor with Eagle Strategies (NY Life) based in West Baraboo, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with multiple firms including Firm Foundation Wealth & Retirement Solutions LLC and NYLIFE Securities LLC. Schwinefus serves as a board member for Community Christian School, participating in monthly meetings to review budgets and support the local school. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Brittany Borota Kluck is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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, supported by a large nationwide network of financial advisors and branch offices.

Sarah Oberman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Reedsburg, WI. She has three years of experience holding roles within Thrivent Financial and its affiliates, and previously served in various non-financial capacities including as a homemaker and a member of Reedsburg United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to integrate planning with managed account services under a consolidated billing structure.

Patrick Thielen is a financial advisor with OSAIC in Reedsburg, WI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, among others. Outside of financial advising, he serves as a board member of the Fortunaire Foundation and is the drummer in the Race Bannon Band. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a diverse range of advisory and brokerage services supported by advanced investment tools and platforms, with a notable scale of over 6,200 advisors and approximately $200 billion in assets under management.

Lori Barry is a financial advisor at LPL Financial with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining LPL Financial in 2020, she worked at Ameriprise Financial Services and Investment Professionals Inc. Barry also serves as an AVP and Investment Services Officer at Community First Bank. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops diversified and alternative investment strategies.

Lisa Mcclyman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. In addition to her advisory role, she has served as a notary in Baraboo, Wisconsin since 1998. 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, combining large-scale advisory operations with various non-advisory product services.

Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management or institutional advisory services.

Andrew Hager is a CFP® professional with 26 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on multiple nonprofit boards, including as Treasurer of the Baraboo Area Literacy Council and as a board member of Kids' Ranch Inc., Varigen Biosciences Corp., and Terra Bioworks. He is also involved in agricultural business activities through ownership of Acorn Hill Farm, LLC. Ameriprise provides a range of advisory, brokerage, and insurance services, including a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Justin Johnson is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and six years of industry experience. He previously worked at The Wilderness Resort and Eddie Bauer. Johnson serves as a council member for Westside Christian School, where he contributes to planning and policy discussions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services under a fiduciary standard.

Laura Morehouse is a financial advisor at Edward Jones in Reedsburg, WI, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, she serves as a volleyball official and coaches a club volleyball team in Wisconsin Dells. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Kraus is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience and prior work history includes roles at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Kraus serves as president of Kennedy Little League, a nonprofit youth baseball organization affiliated with Little League International. 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 without discretionary trading authority, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Nathan Keller is a financial advisor with LPL Financial in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Keller is also a registered representative at the Bank of Wisconsin Dells, where he works full time in a financial institution role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products.

Slavimira Bjelich is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Edward Jones and Bluegreen Vacations. She is based in Lake Delton, Wisconsin. 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 large network of investment adviser representatives.

Laurie Dischler is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and eight years of industry experience. She worked at Cellox LLC from 2013 to 2017 before joining Edward Jones, where she has been since 2017. 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 strategies through a large network of financial advisors and branch offices across the country.

Leslie Gay is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, Gay worked at Raymond James Financial for nine years and has been affiliated with The Baraboo National Bank since 2005. 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 delivery options supported by an in-house Research team that develops model portfolios and supports customized advisory solutions.

Shannon Curtis is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at All American Coop & Progressive Ag Center and Westconsin Credit Union. Outside of her advisory work, she is involved with Ikigai Operations LLC as a registered team member managing an advisory business. Ameriprise serves individuals approaching or in retirement, focusing on retirement-income planning for clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, delivering a range of advisory, brokerage, and insurance solutions through its institutional platform.

Joel Groskreutz is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent since 2016, including roles at Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as Vice President on the Board of Reedsburg Area Medical Center and is a board member of the K9 Tesla Foundation, which supports therapy dog programs for public safety personnel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of topics such as retirement, tax, and estate planning. The firm emphasizes goal-based analyses and offers integrated planning and managed-account services while maintaining separate advisory roles and periodic reviews.

Peter Welsh is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Raymond James Financial Advisors, Inc. and Baraboo State Bank, where he also serves as a Trust Officer and Senior Vice President. 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 a range of financial planning and asset management solutions supported by an in-house research team, delivered through a large network of investment adviser representatives.

Chandra Hackett is a financial advisor with Ameriprise, holding a Series 63 designation and 36 years of industry experience. She has worked at Ameriprise since 2016 and previously spent seven years at Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Laura Stanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at LPL Financial since 2018 and previously served at Raymond James Financial Services Advisors Inc. from 2014 to 2018. Outside of her advisory role, she is also an active Mary Kay sales consultant. 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 large network of investment adviser representatives.

Jennifer Kinzler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Raymond James Financial Services and BARABOO State BANK. Outside of her advisory work, she has been involved with Devils Head Resort & Convention Center as a waitress for over 30 years. 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.

Katie Schmidt is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 mutual funds, operating under a fiduciary standard.

Matthew Kvernen is a financial advisor with Edward Jones in Reedsburg, WI, holding a Series 66 license and 13 years of industry experience. He has been with Edward Jones since 2012. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Brumer Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for the Sacred Heart Church Finance Council in Reedsburg, 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 advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Larry Marlette is a financial advisor at MWA Financial Services Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Readerlink for 12 years in addition to his ongoing roles at MWA Financial Services and Modern Woodmen of America since 2004. His other business activities include servicing existing insurance policies with various insurance companies. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.