Margaret Koenig

Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he dedicates significant time to insurance product sales. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to a range of clients including individuals and business entities. The firm employs a multi-faceted investment approach combining modern portfolio theory with quantitative, fundamental, and technical analysis, and it includes an explicit focus on DST/1031 exchange consulting.

Matthew Cosgriff is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently with Apella Wealth and has previously worked at Creative Planning, LLC, SageView Advisory Group, LLC, and KDV Wealth Management, LLC. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach with a range of strategies and integrates various third-party technologies to implement and monitor client solutions.

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.

Gregory Paine is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including managed wrap fee strategies, separately managed accounts, and proprietary mutual funds, and operates under a fiduciary standard.