Jose Alvarez is the founding advisor at Harvest Horizon Wealth Strategies, a fiduciary, fee‑only Registered Investment Adviser proudly veteran‑owned and based in Amery, Wisconsin. Born and raised in Wisconsin, Jose served ten years in the U.S. Army as a paratrooper and infantryman, including multiple combat deployments. In 2025, he founded the firm to break away from the brokerage world and bring structure, independence, and real-life discipline to his client's financial planning needs and lives. Harvest Horizon Wealth is structured to work with people of many different wealth backgrounds. From those who've built a very high level of net worth to those inheriting that wealth. From those who are still building their wealth to those who are expanding or starting to plan their exit from their business. Harvest Horizon Wealth Strategies strategically tailors its service - and cost - to account for the life stage, complexity, needs, and expectations of its clients. Outside of service, Jose is a husband, father, and beef rancher- rooted in Midwestern values and community. His approach combines military leadership, financial expertise, and a deep, down-to-earth connection with business, land, and legacy planning. Jose works closely with family wealth holders, wealth accumulators, ag-related business owners, and municipal reps to design customized plans that prioritize clarity today and prosperity tomorrow.

Jordan Wold is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of his advisory work, he serves as a referee for the Amery School District. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Sherri Munkelwitz is a financial advisor with LPL Financial in Amery, Wisconsin, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Bremer Bank, with current employment outside the investment industry at Kwik Trip. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of advisory and brokerage services supported by an in-house research team and various investment delivery options.

Jon Jacobson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Raymond James and The RiverGroup since 2001. Jacobson also works as an associate at The RiverGroup in St. Croix Falls, WI. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

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.

Debra Kindschy is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Dairy State Bank and Vinopal Title & Abstract. Kindschy is based in Amery, Wisconsin. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Ryan Collins is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Collins serves as a board member for the Amery Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors nationwide.

Kyle Overby is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services prior to joining Cetera in 2025. Outside of his advisory role, Overby owns a tax and accounting practice and serves as treasurer on the boards of Clear Lake Golf Club and the Dollars for Scholars nonprofit. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional services with multiple managed program options.

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.

Eric Morrissey is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Cardinal Glass from 2004 to 2021. Outside of his advisory role, he serves as a varsity softball coach for the Clear Lake School District in Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.