Joel Helminiak

Kevin McKinley is a financial advisor with McKinley Money, LLC in Eau Claire, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he owns media companies focused on speaking engagements, writing, and social networking tools related to financial topics. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with periodic rebalancing and quarterly account reviews.

Duncan McKinley is a Series 65-registered advisor at McKinley Money, LLC with one year of industry experience. He has been with McKinley Money since 2022 and previously attended the University of Wisconsin-Madison. Outside of his advisory role, he is involved in media and publishing through affiliates such as On Your Money Media and McKMedia. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with regular account reviews and a unique wrap fee program that combines advisory and trade execution services.

Benjamin Ebert is a financial advisor at Principal Financial Services with Series 63 and 65 licenses and one year of industry experience. He previously worked at Heartland Retirement Group and Bankers Life along with positions outside finance including roles at Festival Foods and the University of Wisconsin La Crosse. Ebert also engages in sales of fixed insurance products such as fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jonathan Kroening is a CFP® and ChFC® with 21 years of industry experience. He currently works at OSAIC and previously was with Woodbury Financial Services and SII Investments. He serves as a grants committee member for the Community Foundation of Dunn County. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth investors, retirement plans, pension and corporate clients, and institutions. The firm offers investment management, financial planning, unified managed accounts, and access to specialized strategies through its Vision2020 Wealth Management Platform.

Samuel Ferch is a financial advisor with LPL Financial in Menomonie, WI, holding Series 63 and Series 65 credentials. He has worked in the financial services industry since 2020, including positions at Northwestern Mutual and OSAIC Wealth Inc. Outside of finance, he has experience in fitness through CrossFit River Praire. 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 a large network of investment adviser representatives.