Jonathan Kaiser is the sole advisor at J Kaiser Management, LLC in Ladysmith, WI, holding a Series 65 credential with five years of industry experience. His background includes leadership roles in entertainment promotion through JK Productions, LLC, coordination of the Northwoods Rock Rally music festival, and involvement with the Blue Hills Baseball Club, Inc., a nonprofit baseball organization. J Kaiser Management offers investment management, financial planning, and real estate investment management services to a diverse client base including individuals, businesses, and institutional investors. The firm employs proprietary model portfolios and customized strategies with a focus on ETFs, stocks, bond funds, and selective real estate investments, incorporating the founder’s real estate development experience into its approach.

Mark Brost is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Cetera and has held various roles including operating Brost Financial Services LP since 2015 and serving on the Marshfield Clinic Rusk County Citizen Advisory Board. In the past, he has taught continuing education courses for insurance agents and non-credit courses through local educational programs. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.