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.

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.

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.

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.

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.”

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.

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.

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.