Scott Ebert

Benjamin Ebert is a financial advisor at Principal Financial Services with Series 63 and 65 licenses and one year of industry experience. He previously worked at Heartland Retirement Group and Bankers Life along with positions outside finance including roles at Festival Foods and the University of Wisconsin La Crosse. Ebert also engages in sales of fixed insurance products such as fixed annuities and life insurance. 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 financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Jonathan Kroening is a CFP® and ChFC® with 21 years of industry experience. He currently works at OSAIC and previously was with Woodbury Financial Services and SII Investments. He serves as a grants committee member for the Community Foundation of Dunn County. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth investors, retirement plans, pension and corporate clients, and institutions. The firm offers investment management, financial planning, unified managed accounts, and access to specialized strategies through its Vision2020 Wealth Management Platform.

Samuel Ferch is a financial advisor with LPL Financial in Menomonie, WI, holding Series 63 and Series 65 credentials. He has worked in the financial services industry since 2020, including positions at Northwestern Mutual and OSAIC Wealth Inc. Outside of finance, he has experience in fitness through CrossFit River Praire. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 Series 66-licensed financial advisor with Osaic Wealth Inc. based in Menomonie, Wisconsin. He has been with Osaic since 2025 and also has a long tenure with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Moriah Fagen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Thrivent Financial since 2023 and prior experience at KinderCare and Harvestime Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas. The firm supports goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.