Nancy Forsyth

Robert Boll is a financial advisor at Van Clemens Wealth Management, LLC with a Series 65 designation and over five years of experience in financial and corporate roles. His prior work includes positions at Benchmark Electronics, LaCrosse Financial Planning, and Polaris Inc., among others. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and risk tolerance, blending modern portfolio theory with fundamental and technical analysis, and provides access to a broad range of third-party managers and affiliated business services.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Jeffrey O'Donnell is a financial advisor with Ameriprise based in Rushford, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved with Chimney Rock Forestry since 2011. Outside of his advisory work, he serves as a volunteer fireman with the Rushford Fire Department. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team.

Timothy Mueller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His work history includes roles at Lacrosse Tribune and City Brewery Co, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee models.

Patrick Forsyth is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Cetera. His career includes over a decade at Avantax Advisory Services and related entities prior to joining Cetera in 2025. Outside of his advisory role, Forsyth holds several community and nonprofit leadership positions, including president of the Houston United Campaign and director roles at a local healthcare center and mutual insurance company. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines advisor-managed accounts with model portfolios and fiduciary services, supporting both individual and institutional clients.