Brandi Ileen Walton

Terry Sebranek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He previously worked at Rewald, Sebranek & Frawley, LLC, and is currently co-owner of RSF, LLC, a private entity facilitating securities, advisory, and insurance business. Additionally, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Brown is a financial advisor with Commonwealth Financial Network in Richland Center, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2016 and is also a co-owner of RSF, LLC. Brown serves as a board member of Ithaca Public School. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Kaleb Frawley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He is co-owner of RSF Group, LLC, which provides tax preparation services. Kaleb’s prior work includes eleven years at Rewald, Sebranek & Frawley, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients, managing approximately $212.7 billion in assets. The firm offers a broad adviser support platform with managed-account programs, access to third-party asset managers, and custody/clearing services.

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Shelly Stibbe is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of advising, Stibbe is involved in dairy farming through Junction View Dairy LLC and serves on the board of Schmitt Woodland Hills, including its finance committee, as well as participating in local community organizations such as Richland Rejuvenates and the Richland Center High School Athletic Booster Club. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and algorithmic tools to deliver personalized advice and offers a broad range of advisory, brokerage, and insurance products through its institutional platform.