Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Crown Capital Securities and running his own businesses since 1990. Outside of advisory work, he is involved in farming through a personally owned enterprise. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

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.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser 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.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1987. 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 delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

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.

Christopher Wicker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Harbour Investments Inc. and operates Wicker Financial Services, where he also provides tax preparation and accounting services as a 1099 contractor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Chad Shafer is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 18 years of industry experience. He previously worked at Avantax Investment Services, Inc. and operates Shafer Financial Services, SC, a tax preparation and accounting business. In addition to his advisory work, he serves as a volunteer firefighter with United Fire & Rescue and owns Headed North, LLC, a kayak rental and storage business. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Timothy Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Westconsin Credit Union and Cuna Brokerage Services, Inc. for over two decades alongside his current role. Carlson is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.

Sawyer Brown is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. His prior experience includes service in the U.S. Army Reserves as a Small Arms Repairer and various roles outside finance, such as working at a retail position and engagements with educational institutions. Brown serves in the Army Reserves, where he inspects, maintains, and repairs small arms and weapons systems. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a range of planning topics and offer options to combine planning with managed-account programs under a consolidated billing setup.

Marsha Shafer is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. She has worked with multiple firms including Avantax Advisory Services, Inc. and has owned Shafer Financial Services since 1992. In addition to advisory work, she is involved in tax preparation and accounting through Shafer Financial Services, SC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining retirement and fiduciary capabilities with access to multiple investment programs and custodial platforms.

Andrea Monchilovich Pickerign is a financial advisor at Fidelity with 26 years of industry experience. She previously worked at RBC Capital Markets for eight years before joining Fidelity Investments. Outside of her advisory role, she is an independent beauty consultant, teaching and selling skin care products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Jennifer Most is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Allina Health for seven years and at the University of Minnesota / Fairview Health Services for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Radintz is a financial advisor with Osaic Wealth, Inc. based in Glenwood City, WI, holding a Series 63 designation and 19 years of industry experience. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Radintz serves as president of the Glenwood City Wrestling Club, supporting the local high school wrestling program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology tools and offers various advisory programs, with a network of over 6,200 advisors managing approximately $200 billion in assets.

Joan Bartz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Bartz serves on the board of the Everwood Farmstead Foundation, a charitable organization supporting artists, and holds leadership roles in local community organizations including the Community Foundation of Glenwood City and the Glen Hills Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services through a consolidated billing option.

Darcy Brown is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Brown serves as a board member of the Wilson Creek Condo Association, where he assists with office building management decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of his advisory work, he is a notary and works part-time as a prep cook at a local bar and grill. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides flexible investment solutions that include model portfolios, third-party managers, and customized arrangements.

Katie Swenby is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at 3M for six years before joining Thrivent. Outside of her advisory role, Swenby is involved in local community organizations, serving as a committee member of the Glenwood City Area Community Club and secretary of the Community Foundation of Glenwood City, focusing on community development initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive analyses across multiple planning areas and allows clients to combine planning with managed accounts through a consolidated billing option.