Scott Klaas

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Darrah Tomas is a financial advisor with Ameriprise in Spring Green, WI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Ameriprise in 2021, Tomas worked at Stifel from 2018 to 2021 and B.C. Ziegler and Company from 2016 to 2018. Outside of advising, Tomas is involved in automotive restoration through bookkeeping and ordering parts for Cuda's Speed Shop. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Justin Stanek is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. He holds a Series 66 designation. Outside of his advisory role, Stanek is involved in coaching basketball for the Spring Green School District and manages local farmland through Bluff Country Holdings; he is also a silent investor in a restaurant in Plain, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust, tax-efficient strategies, and securities-based lending.

Robert Rynes is a financial advisor with LPL Financial in Spring Green, WI, holding a Series 66 designation and 10 years of industry experience. He has worked concurrently at The Peoples Community Bank and LPL Financial since 2015. Rynes is also engaged in selling Medicare Supplemental Insurance through an affiliated agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.