Katie Swenby

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Crown Capital Securities and running his own businesses since 1990. Outside of advisory work, he is involved in farming through a personally owned enterprise. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

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.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1987. 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. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Jacob Cimino is a Series 66-licensed financial advisor with Osaic Wealth Inc. based in Menomonie, Wisconsin. He has been with Osaic since 2025 and also has a long tenure with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.