Jeffrey Breit

Jeffrey Schmidt is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Schmidt’s career includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to deliver both discretionary and non-discretionary guidance.

Travis Rose is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Rose is an owner and officer of Pinnacle Wealth Management and RBG Ventures LLC, which support his financial planning activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting with a focus on tailored financial plans and advisory services supported by firm research and outside managers.

Jenny Behrens is a Series 63 licensed financial advisor with Edward Jones, based in Antigo, Wisconsin. She has 19 years of industry experience and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brady Koss is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. 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 in-house research and a large network of investment adviser representatives.

Rhonda Klement is a financial advisor with Ameriprise in Antigo, WI, holding a Series 66 credential and 23 years of industry experience. She has been with Ameriprise since 2013, including six years in her current role. Outside of her advisory work, Klement serves on several nonprofit boards, including the Langlade County Fair, the Wisconsin Association of Fairs, and the United Way, and coordinates the Langlade County Fair. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and incorporates algorithmic tools with oversight to support its retirement income strategies.

Thomas Koss is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and investment management options supported by an in-house research team.