Lucas Jay Wachewicz

Kevin McKinley is a financial advisor with McKinley Money, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he is involved in media-related activities, including writing articles for various publications and operating a media company that provides online information and networking tools. McKinley Money, LLC offers 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 optimization, with portfolio management delivered exclusively through its wrap fee program.

Duncan Mckinley is a financial advisor at McKinley Money, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at the University of Wisconsin-Madison from 2020 to 2024. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm manages diversified portfolios using asset-allocation models based on modern portfolio theory, offering its services primarily through a proprietary wrap fee program.

Benjamin Ebert is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Heartland Retirement Group and Bankers Life Securities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel living abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Kroening serves as a grants committee member for the Community Foundation of Dunn County. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with a focus on asset allocation and risk management supported by multiple advisory platforms.

Jeffrey Krumenauer is a financial advisor with Ameriprise in Menomonie, WI, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.