Jose Alvarez

Jordan Wold is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of his advisory work, he serves as a referee for the Amery School District. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers a range of investment management, financial planning, and retirement-plan consulting services, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Sherri Munkelwitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Bremer Bank, and Old National Bank. Outside of her advisory work, she is also employed by Kwik Trip, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Jon Jacobson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Raymond James and The RiverGroup since 2001. Jacobson also works as an associate at The RiverGroup in St. Croix Falls, WI. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

Brandon Graber is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and VOYA Financial Advisors. Outside of his advisory work, he volunteers as a firefighter with the Roberts-Warren Fire & Rescue and serves on the board of Western Wisconsin Health. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Debra Kindschy is a financial advisor with Edward Jones in Amery, WI, holding a Series 66 designation and four years of industry experience. She worked at Dairy State Bank from 2016 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Collins is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Collins serves as a board member for the Amery Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors nationwide.