Edward Widiker is a Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, and has 14 years of industry experience. He has worked with Edward Jones since 2012. Outside of his advisory role, he is the owner of WW Sap and Syrup LLC, a financial business based in Cameron, WI. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Gregory Abbott is a financial advisor with Robert Baird & Co. in Chetek, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services through a combination of in-house and third-party managers, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay strategies.

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

Heather Prusinski is a financial advisor at Edward Jones in Rice Lake, Wisconsin, holding a Series 66 designation with one year of experience at the firm. Her prior work includes nine years at Monat and ten years at Prusinski Plumbing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brett Gooden is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 13 years at Kwik Trip, Inc. Outside of his advisory role, Gooden assists with website, technology, and marketing for a tax accounting company operated by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Jason Miloszewicz is a financial advisor with Thrivent Investment Management based in Rice Lake, WI. He holds a Series 66 designation and has seven years of industry experience, including over two decades at Menards prior to joining Thrivent in 2018. Outside of his advisory role, he participates in weekend bass fishing tournaments. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics without implementation or discretionary trading authority. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Geoffrey Bohn is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2001. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mc Kylie Hoff is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2020. She has five years of industry experience and also operates Hoff Financial Services. Outside of finance, she is involved in golf course management and is an author and owner of an online financial literacy course provider. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Angela Mccullough is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. since 2012. Outside of her advisory role, she is an associate at The RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations.

Kyle Jerman is a financial advisor at Edward Jones in Chetek, WI, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of the Chetek Chamber of Commerce and owns a real estate business, KJer LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Jennifer Schmidt is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services Inc. and Frei Financial Services, among others. She is also licensed to write Funeral Trusts through her life insurance license and collaborates with a local estate planning attorney on these services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to multiple custodial platforms and third-party money managers.