Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, Wisconsin, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Valmark Securities, Inc. since 2016. Outside of her advisory role, she works as a paraplanner with Business & Estate Advisers of WI, Inc., providing financial and business planning support. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios with multi-asset allocation primarily using mutual funds, ETFs, and third-party managers, and maintains unique governance and economic relationships with insurance and ETF products.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2021. He has prior experience with Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe. Outside of his advisory roles, Peterson is the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit that provides college scholarships to area high school students. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary investment programs.

Stefani Fiedler is a financial advisor with ValMark Advisers, Inc., holding CFP® and ChFC® designations and 19 years of industry experience. She has worked with ValMark Advisers since 2018 and has a broader career history including roles at B&E Investment Advisers, Valmark Securities, and Business and Estate Advisers. Fiedler serves as secretary and executive committee member of the Boys & Girls Club of Barron County, contributing in a volunteer capacity. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning and consulting.

William Hoff is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Independent Financial Group, he worked at Infinity Retail Services and operates Hoff Insurance Services, where he offers life, health, and disability insurance policies. Outside of his advisory work, Hoff volunteers by playing music and assisting with activities at Shell Lake Full Gospel Church during annual conferences. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to implement client investment profiles.

Todd O'flanagan is a financial advisor with Money Concepts Capital Corp in Cumberland, WI, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and previously at LPL Financial and Banc Mutual. He serves as a board member of the nonprofit Unshakable Foundation For Us. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Michael Martin is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 29 years of industry experience. His prior work includes positions at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Edward Widiker is a Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, and has 14 years of industry experience. He has worked with Edward Jones since 2012. Outside of his advisory role, he is the owner of WW Sap and Syrup LLC, a financial business based in Cameron, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Benjamin Knepper is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fabick CAT for seven years. Outside of his advisory role, Knepper owns residential rental properties in Chetek, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Zimmermann is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at B.C. Ziegler and Company from 2009 to 2018. Zimmermann serves as a church council member at Northern Lakes Community Church, where he participates in reviewing church finances and strategic planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Charles Lawrence is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Cedar Ridge Wealth Management Group Ltd, Stepping Stone Marketing Inc, and Waddell & Reed, Inc. He serves on the Board of Directors for the Long Lake Lake Association and is Treasurer of the Jason DeRousseau Family Legacy Foundation, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team in partnership with its financial advisors.

Gerald Hagman Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes positions at LPL Financial, Woodbury Financial Services Inc., Invest Financial Corporation, and OSAIC. He also has involvement in non-variable insurance activities in Rice Lake, WI. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory services with insurance and lending products.

Stephen Bowman is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at LPL Financial for 11 years. Outside of his advisory role, Bowman serves on the Rice Lake City Council and is involved in local charitable activities, including operating a wood-fired pizza initiative that supports community fundraisers. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a unique combination of retirement and fiduciary capabilities within a broad institutional structure.

Brandon Graber is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and VOYA Financial Advisors. Outside of his advisory role, he volunteers as a firefighter with Roberts-Warren Fire & Rescue and serves as a board member for Western Wisconsin Health. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, managing both discretionary and non-discretionary accounts across a broad range of investment products.

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

Brett Gooden is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 13 years at Kwik Trip, Inc. Outside of his advisory role, Gooden assists with website, technology, and marketing for a tax accounting company operated by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Jason Miloszewicz is a financial advisor with Thrivent Investment Management based in Rice Lake, WI. He holds a Series 66 designation and has seven years of industry experience, including over two decades at Menards prior to joining Thrivent in 2018. Outside of his advisory role, he participates in weekend bass fishing tournaments. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics without implementation or discretionary trading authority. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Drake Tomesh is a Series 66 licensed financial advisor with Edward Jones, based in Rice Lake, WI, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Citizens Community Federal NA for 12 years. Outside of advising, he is a member of Sams Other Farm LLC, a family land holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Matthew Gores is a financial advisor with Edward Jones in Cumberland, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as chairman of the board at Cumberland Memorial Hospital and is a co-owner of Gale Gores Show Horses, a horse training facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm operates with a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Geoffrey Bohn is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mc Kylie Hoff is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2020. She has five years of industry experience and also operates Hoff Financial Services. Outside of finance, she is involved in golf course management and is an author and owner of an online financial literacy course provider. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Brandon Olson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and has been associated with LPL Financial since 2008, also working with DSB Financial Group since 2016. Outside of his advisory work, Olson serves as a volunteer firefighter for the Cameron Fire Department and is the president of the School District of Cameron nonprofit board. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory services such as insurance and annuity products.

Michael Plooy is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He has held roles at Thrivent Financial and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. 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 under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Angela Mccullough is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. Outside of her advisory role, she is an associate at The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.

Steven Helling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2006 to 2025. 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 platform that accommodates both advisory and brokerage services.

Daniel Genereaux is a financial advisor with Ameriprise in Sarona, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2008. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Field of Dreams Hunt Program and the Men's Industrial Golf League in Wisconsin. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Robert Berger is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, where he has worked since 2014. He has 11 years of industry experience and also serves as an assistant football coach for the varsity team at Rice Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Kirk Brettingen is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Outside of his advisory role, he owns KBBG LLC, which holds an office building in Rice Lake, WI. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Janssen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based financial planning addressing topics such as retirement, taxes, and estate planning, allowing clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Daniel Morillo Blandon is a financial advisor with LPL Financial in Rice Lake, WI, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Johnson Financial Group, Johnson Wealth Inc, and Johnson Bank. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Joshua Estreen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Estreen serves on the boards of the Boys and Girls Club of Barron County and the Rice Lake Lake Protection and Rehabilitation District, and is a partner in a company providing attention-focusing devices for schools. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning without discretionary account management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing.