Maxwell Todd Bailey

Benjamin Ebert is a financial advisor with Principal Financial Services in Menomonie, WI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Principal, he worked at Heartland Retirement Group and Bankers Life. He is also involved in the sale of fixed insurance products, including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm’s advisory offerings include 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.

Jacob Cimino is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has a long-standing role with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a large network of advisers, employing various asset-allocation tools and multiple advisory platforms.

Moriah Fagen is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Menomonie, WI, and has two years of industry experience. Her prior roles include positions at Thrivent Financial and five years at Harvestime Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate billing and review processes.