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.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

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.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and Thrivent Financial in various roles since 2020. Outside of his advisory work, he serves as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is known for its use of systematic methodologies and oversight of sub-advisers.

Jesse Kvitek is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in his community as the Immediate Past Commodore of the St. Croix Yacht Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across a range of financial topics, with options to combine planning and managed accounts under a consolidated billing system.

Chad Kulzer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is involved in staffing and insurance services through his co-ownership of RiverLink Staffing, Inc., and participates in the New Richmond Chamber of Commerce. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individuals, pension plans, corporations, and nonprofits. The firm offers diverse advisory programs and employs a technology-driven investment process, supporting thousands of advisors and managing approximately $200 billion in assets.

Jacob Hutchins is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work experience includes roles at Uber, Lyft, River City Air, and MGM Wine & Spirits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and a comprehensive platform that includes trust services, affiliated mutual funds, and securities-based lending.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janet Schoenrock is a Series 66-registered financial advisor with Edward Jones in New Richmond, WI. She has been with Edward Jones since 2012 and has one year of formal industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Daren Powers is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 28 years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as operating a CPA practice since 1991. He is also involved as an investor in a software development company creating a fishing catch journal app and manages a shared services firm that supports financial advisors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to multiple program structures. The firm combines retirement and fiduciary capabilities with a broad trust and institutional platform, distinguishing it among large advisory firms.

Shannon Mehls is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior roles at JA Counter Wealth Management and J A Counter & Associates. Outside of her advisory work, she serves as a board member of Prairie Bar, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Anthony Larson is a financial advisor with Ameriprise in New Richmond, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations delivered through a centralized consulting team.

Donald Klitz is a financial advisor at Edward Jones in New Richmond, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Altis for two years and was involved with New Richmond High School and New Richmond Area Centre in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

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.

Stan Falkenhagen is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 12 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm delivers written Recommendation Reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and an algorithm-driven process overseen by a Retirement Income Oversight Committee.

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.

James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009. 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, offering a range of investment solutions supported by an in-house research team.

Katherine Hilgedick is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and a large nationwide network of financial advisors. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Devon Schoenbohm is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a sole proprietorship established for household employer purposes. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

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.

Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

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.

Kayla Harle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Affiance Financial and the City of New Richmond. Her background also includes roles in education and veterinary services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Adam Swanda is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a broad mix of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

Christopher Henning is a financial advisor with Osaic, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services, Inc. for 11 years. He is also president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation, and portfolio optimization, offering a wide range of investment products and services through a large network of financial advisors.