Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.

Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.

Tiffany Wharton is a financial advisor at Summit Financial, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Investment Planners Inc. Outside of advisory work, she is involved with Wandering Games through Wharton's Renovations, LLC. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management programs and provides access to retirement plan advisory services and insurance products through affiliated and unaffiliated partners.

Scott Paterick is a financial advisor with Harbour Investments, Inc. in Wisconsin Rapids, WI, holding a Series 63 designation and over 32 years of industry experience. He has worked at Harbour Investments since 2014 and has longstanding affiliations with Investors Choice, Connecticut Mutual Life Insurance Co, and Modern Woodmen of America. Outside of advisory work, he serves as director and vice president of the Assumption Foundation, a Catholic high school organization, and is an owner and author at Mount Everest Publishing. Harbour Investments provides investment advisory and financial planning services to a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies across various investment vehicles, and offers model-based solutions through a subscription platform.

Daniel Guck is a financial advisor with Osaic Wealth, Inc. based in Wisconsin Rapids, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services for 18 years. He is also involved in managing a tax practice through Legacy Accounting & Financial Services LLC and runs a financial planning firm, Guck Financial & Insurance Services LLC. Additionally, he provides funeral trust and final expense planning services as a sales representative for National Guardian Life Insurance Company. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Jason Kraemer is a CFP® professional with 23 years of experience in the financial services industry. He has been with Ameriprise since 2002, currently serving as an advisor at their Plover, WI office. Outside of his advisory role, he is co-owner of EEHC Solutions LLP, a business involved in health insurance sales including Medicare and Marketplace insurance. Ameriprise provides retirement-income planning services aimed at clients nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports, combining modeling and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Koral Livernash is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, she worked at Marshfield Medical Center for 23 years. She serves as a board member of the South Wood County Humane Society, contributing to animal welfare through strategic planning and advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Timothy Meyers is a financial advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2019 and previously spent 16 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he manages agricultural land rental in Arkdale, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory and investment solutions, including managed accounts, mutual funds, and tax-efficient services, operating under a fiduciary standard.

Jared Scheunemann is a financial advisor with OSAIC, holding a Series 66 license and nine years of industry experience. He previously worked at Woodbury Financial Services Inc. for eight years and has been a senior accountant at Legacy Accounting and Financial Services LLC since 2010. He also serves on the Board of Directors for Key Savings Bank. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Clayton Knoke is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes three years at VALMARK ADVISERS/Valmark Securities and two separate periods at Edward Jones totaling 13 years. Outside of his advisory role, he has coached youth hockey and served as a head coach for an 8th grade baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets with a broad network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Glavin is a financial advisor with Ameriprise in Rosholt, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the Board of Directors for the First Choice Pregnancy Resource Center in Stevens Point, WI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Logan Boettcher is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Filbrandt Wealth Management and the University of Wisconsin–Madison. Boettcher serves on the Board of Directors for the Boys and Girls Club of Wisconsin Rapids Area. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research and modeling to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sharon Zeman is a financial advisor with Edward Jones in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. She previously worked with the Heart of Wisconsin Chamber of Commerce Inc for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services supported by a large national network of financial advisors and branch offices.

Theodore Lamp is a financial advisor with Ameriprise in Nekoosa, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michelle Keyzer is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 22 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2003 and operates M&M Financial Services, a support company for her Raymond James office. Additionally, she is involved in booking travel as an independent contractor for friends and family. 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, emphasizing tailored strategies developed through comprehensive risk profiling and supported by firm research and a wide affiliate network.

Skye Manning is a ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Manning worked at THRIVENT Financial for 10 years. The firm, Edward Jones, is a full-service wealth management company serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Tyler Thormann is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2020, he worked at Cranberry Creek Cranberries Inc. and CarQuest. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Richard Finco is a financial advisor with Ameriprise in Nekoosa, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at BMO Harris Financial Advisors, M&I Insurance Services, and M&I Trust Company prior to joining Ameriprise. He serves as Treasurer on the Board of Directors for the Terrace VI Babcock National Condominium Organization Association. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Beth Mckinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and has also worked independently since 2008. Outside of her advisory role, she is involved with Assumption Catholic Schools in Wisconsin Rapids, WI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts, operating primarily under a wrap-fee structure.

Kimberly Rock is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding Series 63, Series 65, and Series 66 credentials and has one year of industry experience. Prior to her financial advisory role, she has been involved with doTERRA as a Wellness Advocate and with Norwex as an Independent Consultant. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Suzanne Pilger is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Building Blocks Learning and is a member of the First Congregational Church, UCC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Isaac Schield is a financial advisor at Ameriprise in Wausau, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by specialized committees and offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Arnold is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at Fox LLC and Maxair Incorporated. 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 over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Casper is a financial advisor with Thrivent Investment Management in Wisconsin Rapids, WI. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent Financial since 2015. Outside of his advisory role, he is involved in a family maple syrup business and helps manage lawn mowing services, activities aimed at teaching entrepreneurial skills to his children. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm delivers these services through a nationwide network of advisors without discretionary trading authority, emphasizing planning separate from investment management.

Genevieve Kosmatka is a financial advisor with Edward Jones in Nekoosa, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at the United States Postal Service from 2011 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

Teri Jaeger is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Edward Jones in Wisconsin Rapids, WI, having joined the firm in 2025. Her prior experience includes roles at Ameriprise, Thrivent Financial, and various positions in education and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Aaron Hoernke is a financial advisor with Ameriprise based in Arkdale, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hoernke serves on the Board of Directors for Adams Columbia Electric COOP. Ameriprise is an institutional firm offering a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions and employs a centralized retirement-income consulting team that delivers algorithm-assisted, non-discretionary recommendations tailored to clients’ financial situations.

Steve Holmes is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent with Financial Solutions Central Wisconsin LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent professionals using a variety of account platforms and investment strategies.

Shanon Moon is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she owns a small real estate business, Moon Valley Rentals. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.