Jon Paul Jacobson

Most financial advisors have never run a business, worked land, or made decisions under real pressure... but I have. I'm Jose Alvarez, founding advisor at Harvest Horizon Wealth Strategies, a fee-only, fiduciary advisor in Amery, Wisconsin and happily serving clients in the Upper Midwest. I'm also a 10 year veteran of the U.S. Army - a paratrooper and infantryman with combat experience. Now a husband, father, and working beef rancher. I built this firm because the people I respect most deserved better than what the brokerage world was offering them. I work with: Ag business owners and ranchers: succession, exits, land transitions, and operating complexity Business owners approaching a transition: growth, a sale, or legacy planning Families and individual: bringing a level of financial planning they don't get from the advisor with a big smile, several hundred clients, and only enough time to speak to them once a year What you get: o Fee-only and fiduciary: I'm paid by you, not by commissions o A plan built around your life stage, complexity, and goals o Coordination with your CPA and attorney: I don't do their jobs; I make sure everyone is working toward the same outcome o An advisor who understands land, livestock, and operating businesses... because I live it too I'm not the right fit for everyone. I work best with people who are serious about their finances, business, and wealth; those who value directness over salesmanship and want someone who will tell them the truth. If that sounds like what you've been looking for then reach out. Let's see if we're a good fit.

Mark Federation is a financial advisor with Packerland Brokerage Services, Inc. in Osceola, WI, holding Series 63 and Series 65 registrations with 26 years of industry experience. His prior work includes positions at Madison Avenue Securities, Secure Investment Management, J.D. Mellberg Financial, and Harbour Investments. Additionally, he is involved in insurance and fixed index annuity sales through Asset Marketing Systems, LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing a variety of investment models and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Brock Cooper is a financial advisor with Principal Financial Services in Saint Croix Falls, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Principal Financial Services since 2013 and is currently associated with Principal Workforce, LLC. Outside of his advisory role, he is involved in managing family investment and tax entities. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adele Hensley is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including administrative and client service support for RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes analytical tools and non-discretionary planning to tailor strategies to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Matthew Fisk is a financial advisor at Edward Jones in Osceola, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a rental property called The Trails Retreat in St Croix Falls, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Joseph Casey is a financial advisor with LPL Financial based in St. Croix Falls, Wisconsin. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and was affiliated with the University of Wisconsin-La Crosse. Outside of his advisory role, he is involved in community work managing grounds for Boardman Cemetery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies, supported by advanced advisor tools and a broad array of non-advisory financial products.