Kimberly Anne Breuer

Ross Smith is a financial advisor at CMG Wealth Advisors LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Commonwealth Equity Services, Inc. and Farmers Savings Bank. Outside of his advisory work, he operates a stonecutting business in Bayfield, WI. CMG Wealth Advisors provides discretionary investment management and retirement plan consulting to retail and institutional clients, offering customized portfolio construction and ongoing monitoring. The firm manages a broad range of securities and maintains affiliations with an affiliated broker-dealer and community bank while operating independently.

Dana Basballe is a CFP® professional with 30 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. since 2004. Prior to that, Basballe worked with Advisors Group and operates Inspired Retirement Planning. Outside of financial advising, Basballe is involved in fitness product sales and serves on the finance committee of Peace United Church of Christ. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority for most accounts.

Jeffrey Fry is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for Menard Inc and Peoples State Bank of Plainview. Outside of advisory services, he operates a non-investment business under Inspired Retirement Planning and acts as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment approach that combines continuous monitoring, discretionary trading, and a variety of analytic strategies.

Debra Wolf is a Series 66 licensed financial advisor at OSAIC with 22 years of industry experience. Her prior experience includes roles at Securities America Advisors and USAdvisors Wealth Management, LLC. In addition to her advisory work, she is a member of NAIFA Rochester, participating in educational meetings related to insurance regulations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a range of asset allocation tools and access to third-party money managers and wrap programs.

William Baxter is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services from 2014 to 2020. Outside of his advisory role, he creates videos about long-lasting cars through his YouTube channel, CarsThatLast. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christina Mulholland is a financial advisor at Osaic with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Bremer Bank. Mulholland is also involved with Foresight Bank, where she manages investment services and provides insurance and annuity products. Additionally, she owns a sole proprietorship unrelated to investments. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management with access to multiple third-party money managers and platforms.