April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and concurrently served at Jackson County Bank from 2015 to 2021. Outside of her advisory role, she has experience as an office manager at Whitehall Dental Center. 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, with an investment approach that combines in-house strategies and external managers.

Kristin Stutz is a financial advisor with Eagle Strategies (NY Life) in Black River Falls, WI, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She has worked with Eagle Strategies since 2020 and operates Illume Financial Strategies LLC, a firm focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Kristin Franks is a financial advisor with Edward Jones in Black River Falls, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Franks serves as a board member for both the Black River Country Chamber of Commerce and the Black River Falls Public Library. 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, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.