Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he participates in insurance sales. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment approach and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with an emphasis on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Mark Federation is a financial advisor with Packerland Brokerage Services, Inc. in Osceola, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Secure Investment Management, J.D. Mellberg Financial, Harbour Investments, and INVEST Financial Corp. Outside of advisory work, he is involved in insurance and fixed indexed annuity sales through Asset Marketing Systems, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and combines in-house and third-party solutions, operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Brock Cooper is a financial advisor with Principal Financial Services in Saint Croix Falls, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Principal Financial Services since 2013 and is currently associated with Principal Workforce, LLC. Outside of his advisory role, he is involved in managing family investment and tax entities. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Adele Hensley is a financial advisor at Raymond James Financial with a Series 66 designation. She has been with Raymond James Financial Services, Inc. since 2023 and has prior experience in various roles including administrative and client service support at The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by comprehensive research and multiple implementation options.

Gregory Paine is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including managed wrap fee strategies, separately managed accounts, and proprietary mutual funds, and operates under a fiduciary standard.

Matthew Fisk is a financial advisor at Edward Jones in Osceola, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a rental property called The Trails Retreat in St Croix Falls, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Joseph Casey is a financial advisor at LPL Financial based in St Croix Falls, WI. He holds the Series 66 designation and has recently started his advisory career in 2025. Prior to joining LPL Financial, he worked in education and electrical services and has an ongoing role maintaining a local cemetery. 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 large network of investment adviser representatives.

Tanya Paine is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chisago City, MN. She has two years of industry experience and previously worked at General Mills from 2006 to 2017. Outside of her advisory role, she is a co-owner of Revant LLC. 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 and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Boesel is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held various roles in law enforcement and public service, including positions with the Forest Lake Police Department, Chisago County Sheriff's Office, and Washington County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and extensive affiliated services.

Doran O'Brien is a financial advisor with Edward Jones in Scandia, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as president of O'Brien Management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Tucker Hazzard is a CFP® professional with three years of industry experience, currently advising at Edward Jones in Osceola, Wisconsin. Prior to joining Edward Jones in 2023, he held roles at US Foods and Andersen Corporation, among other positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Patrick Growe is a financial advisor with Edward Jones in Forest Lake, MN, holding a Series 63 designation and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Julie Riemer is a financial advisor with LPL Financial based in Osceola, WI. She holds a Series 66 designation and has 17 years of industry experience, including 12 years with LPL Financial. 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 range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Jeremy Mandler is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and The RiverGroup Financial Advisors. 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, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

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.

Austin Boniface is a CFP®-certified financial advisor with LPL Financial, based in Forest Lake, MN, and has eight years of industry experience. He has worked with Magnetic North Advisors and Legacy Capital, and has prior experience in education with Augsburg College and Forest Lake Schools. 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 a large network of investment adviser representatives.

Ruth Sattler is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Margaret Koenig is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Kelly Services Global and Hudson Hospital & Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Steven Wright is a financial advisor at Edward Jones in Osceola, Wisconsin, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Land O'Lakes, Inc. from 2015 to 2019. 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, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Almlie is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Osceola, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2008 and also serves as co-owner of a third-party administration firm and operates a family farm. Additionally, he manages The RiverGroup Financial Advisors, which includes insurance agency activities. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting using firm research and various account structures, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Benjamin Wedell is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is involved in agricultural product ownership and operates as a health insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, and estate matters. The firm’s approach combines goal-based analyses and planning with managed-account programs, while maintaining a separation between planning services and portfolio management.

Timothy Pauley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Osceola, WI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James in various capacities since 1999. Pauley serves as a director on the Osceola Industrial Development Corp board and owns a third-party administration business, The RiverGroup Administration Services. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

Scott Racine is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with ownership of Racine Tax & Financial Services, a tax preparation and accounting business he has operated since 2001. Racine also serves as a member and manager of TAX-SMART ADVISORY GROUP LLC, a shared services company supporting financial advisors. Cetera Investment Advisers serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

David Boniface is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with LPL Financial since 2001 and is also affiliated with Magnetic North Advisors and Legacy Capital. 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 combines large-scale advisory operations with additional financial products and services.

Emma O'Brien is a Series 66 registered financial advisor with Edward Jones, based in Scandia, MN, with three years of industry experience. Her prior work history includes roles at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and additional services such as trust company offerings and securities-based lending.

Andrew Mc Pherson is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He joined the firm in 2025 and has prior work experience in education and healthcare-related roles. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing model portfolios, third-party strategists, and multiple account platforms.

Brian Benson is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones in Chisago City, MN, having worked there from 2014 to 2021 and again since 2023, with a two-year tenure at Merrill in between. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heidi Gemuenden is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.