James Thomas is a CFP® professional with 27 years of experience at Thomas Financial Planning, LLC, an independent advisory firm he has operated since 1999. He serves as financial secretary for the Endowment Fund at Prince of Peace Lutheran Church in Eagle River, WI, providing investment advice and preparing quarterly reports on a volunteer basis. Thomas Financial Planning, LLC is a fee-only registered investment adviser serving a small client base that includes individuals, high-net-worth clients, and select charitable institutions. The firm employs a tactical asset allocation process focused on diversified portfolios mainly through mutual funds, with discretionary portfolio management and an emphasis on periodic rebalancing and cost control.

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at SagePoint Financial, Inc., SII Investments, Inc., and LPL Financial, LLC. He also serves as President and CEO of Great North Bank and owns a small business, Witt Guns & Ammo. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets.

Justen Schemmel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked at Cambridge Investment Research Advisors and its affiliated entities since 2019 and previously spent eight years at ABB. Outside of his advisory role, Schemmel volunteers with the Headwaters Youth Soccer Association and serves on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of platforms and third-party strategists.

Maxwell Wolosyn is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagle River, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Harris Financial Advisors and M&I Bank. Outside of her advisory role, she owns a restaurant equipment service business. 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 combines advisory services with non-advisory product offerings.

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 35 years of industry experience, including prior roles at Commonwealth Financial Network and First National Investment Center. He serves on the board of Aspirus Hospital North Division and is involved with Ducks Unlimited. 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, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists in its investment approach.

Chad Kielty is a financial advisor with Edward Jones in Eagle River, WI, holding a Series 66 designation and four years of industry experience. He previously worked at M Health Fairview and Robert Half before joining Edward Jones in 2021. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Jessica Meulendyke is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2021. Prior to this, she spent five years with Lutheran Indian Ministries. 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 analyses covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning with managed accounts under a consolidated billing option.

Shane Zaruba is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long tenures at Avantax Advisory Services and Northwoods Pension Services, reflecting extensive experience in wealth management and retirement planning. Zaruba serves as Board President of Sayner Community Church, where he is involved in fundraising and overseeing renovations for the historic building. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Douglas Steiner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has held roles at BMO Harris Financial Advisors and BMO Bank NA, where he also serves as Vice President, Senior Premier. Steiner has been involved in various capacities within the financial services sector since 1994. 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Witt is a financial advisor at Ameriprise with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Robert Baird & Co. Witt holds Series 63 and Series 66 credentials. He serves as chair of the UW Department of Orthopedics and Rehabilitation Foundation board and participates in community foundation investment reviews and trustee duties related to local nonprofit funds. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets and emphasizes written, research-backed recommendations delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Mark Reich is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and possessing 31 years of industry experience. He has been with Edward Jones since 1994. 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 range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Gross is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Gross has sole ownership of Three Lakes Capital LLC, an investment-related entity used for private security investments and lines of credit. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.