Nathan Deets is a CFP® and holds a Series 65 license, with 19 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2006. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory services.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.

Jennifer Deets is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Advisors Management Group, Inc. in La Crosse, WI since 2003. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory offerings.

David Christensen is a financial advisor with Coordinated Capital Securities, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Coordinated Capital Securities since 2011. Outside of his advisory role, he owns a tax services and accounting business where he prepares tax returns, and he is an independent insurance agent selling fixed annuities, life, and long-term care insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, including high-net-worth clients, plan sponsors, and other entities. The firm offers various advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Kate Pederson is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Advisors Management Group Inc. since 2017 and previously worked at Logistics Health from 2014 to 2017. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and accounting.

Luke Spink is a financial advisor at Advisors Management Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Short Stop Bar and Mosinee School District. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach tailored to client objectives and risk tolerances, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory solutions.

Julie Deets is a financial advisor at Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation with 28 years of industry experience. She has been with Advisors Management Group since 1992. Outside of her advisory role, Julie co-owns Deets Properties LLC, a commercial real estate company. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation and business consulting.

Shay Benedict is a financial advisor with Advisors Management Group Inc, holding a Series 65 designation and five years of industry experience. Prior to joining Advisors Management Group in 2020, Benedict worked at United Health Group and Walmart Distribution, and has experience with the YMCA, Mayo Clinic Health System, and the University of LaCrosse Wisconsin. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and business accounting.

Maxwell Harcey is a Series 65-licensed advisor at Advisors Management Group Inc with two years of industry experience. Prior to his current role, he worked at Freighthouse and held various positions including a four-year tenure at the University of Wisconsin-LaCrosse. Advisors Management Group Inc provides portfolio management and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach with customizable asset allocation models and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside traditional advisory services.

Ashley Vega is a Series 65-registered financial advisor with seven years of experience at Advisors Management Group, Inc. in La Crosse, WI. She has been with the firm since 2015. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm utilizes a diversified, model-based investment approach tailored to clients’ risk tolerance and objectives, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory offerings.

Roger Deets is a financial advisor at Advisors Management Group Inc with 30 years of industry experience. He holds a Series 63 designation and has been with Advisors Management Group since 1989. Outside of his advisory role, Roger and his wife own Deets Properties LLC, a commercial real estate business. Advisors Management Group provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll.

Mark Kroll is a financial advisor with Harbour Investments, Inc. in Lacrosse, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Block & Kroll Financial and Harbour Investments since 2005 and operates as an independent insurance agent specializing in equity indexed annuities. 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 uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Jeffrey Edwards is a CFP® with 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2013. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through well-known third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

Paul Block is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Harbour Investments since 2005 and also operates Block Financial LLC, which he founded in 2002. Outside of his advisory role, he is an independent insurance agent involved in equity-indexed annuities. 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 a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has been associated with Bluff Country Financial Services since 2007. Outside of her advisory role, she is involved in organizing and running Girl Scout meetings and cookie sales in Houston, MN. 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 and financial planning services, combining advisor-managed accounts with model portfolios and third-party solutions, and provides retirement and fiduciary services integrated with its broader institutional platform.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jon Ellefson is a financial advisor at Stifel with 34 years of industry experience. He has worked at Stifel since 2009. Outside of his advisory work, he serves as Vice President on the board of The Landings Condo Association and holds a voluntary leadership role as a District Representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian Mlsna is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a team member at Craig M Hanson & Associates, LLC, where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Jeffrey O'Donnell is a financial advisor with Ameriprise based in Rushford, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved with Chimney Rock Forestry since 2011. Outside of his advisory work, he serves as a volunteer fireman with the Rushford Fire Department. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team.

Paul Skarie is a financial advisor at Stifel in La Crosse, WI, with one year of industry experience. Before joining Stifel in 2025, he worked at S&S Cycle, Inc. for three years and spent 14 years at Harley-Davidson Motor Company. He also operates a consulting business focused on the motorcycle industry. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ilene Kernozek is a financial advisor at Stifel with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following roles at Gundersen Medical Foundation and Trust Point Inc. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Sullivan is a financial advisor with Stifel located in La Crosse, WI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Benefit Advisors Insurance Agency and Wisconsin Public Service. He also serves as a Wisconsin Public Notary Agent. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michelle Mcgraw is a Series 66 licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is also a notary. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kasey Vergin is a financial advisor with Ameriprise in West Salem, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has involvement in single-family real estate ownership. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with substantial investable assets, through its Premier Retirement Income service. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to provide tax-efficient, income-focused recommendations.

Sean Collins is a financial advisor with Raymond James Financial in La Crosse, WI. He holds a Series 66 designation and has experience dating back to 2010, including roles at Park Bank and State Bank Financial. Outside of his advisory work, he is also a bank associate at State Bank Financial. Raymond James Financial Services Advisors, Inc. serves a broad client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a wide affiliate network.

Moriah Cody is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Cody serves as Vice President on the Board of Directors for the Western Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Timothy Gillespie is a financial advisor with Ameriprise in De Soto, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2005 and has owned Gillespie Insurance & Real Estate since 1979. Outside of his advisory role, he serves as Village President of De Soto and is involved with local park and parish council boards. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team.

Kevin Mclain is a financial advisor at Stifel with 36 years of industry experience and holds a Series 63 license. He has been with Stifel Nicolaus & Co Inc since 2013 and has operated Jd Mclain since 1984. Outside of his advisory work, he has ownership interests in Cary Specialty Services and farmland in Wisconsin. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Patrick Forsyth is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Cetera. His career includes over a decade at Avantax Advisory Services and related entities prior to joining Cetera in 2025. Outside of his advisory role, Forsyth holds several community and nonprofit leadership positions, including president of the Houston United Campaign and director roles at a local healthcare center and mutual insurance company. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines advisor-managed accounts with model portfolios and fiduciary services, supporting both individual and institutional clients.

Craig Morcos is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at NorthRock Partners and Commonwealth Financial Network. Morcos operates LGM Wealth Management, a DBA related to his LPL business. 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 combines advisory services with non-advisory product offerings.

Evan Stanek is a CFP® and holds a Series 66 license, with five years of industry experience. He has been with Edward Jones since 2018, following roles that include work at Donor Development Strategies and Schreiber Foods, as well as positions at UW Madison and Richland Center High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Cory Roupe is a financial advisor at Edward Jones with 32 years of industry experience, having been with the firm since 1993. He holds a Series 63 designation. Outside of his advisor role, Roupe is a board member of the Aquanis Catholic Schools Foundation in La Crosse, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Michael Linse is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering analysis and allocation guidance for financial planning and asset management.

Craig Hanson is a financial advisor with Ameriprise in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Hanson also owns a legal entity, Craig M. Hanson & Associates, LLC, used for managing expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Ryland Wall is a financial advisor at Ameriprise in La Crosse, WI, holding a Series 66 designation and beginning his advisory role in 2024. Prior to joining Ameriprise, he worked at City Brewing Company and Fastenal, and he has experience as a part-time youth baseball umpire for ages 9-14 and as a server at Tenba Ridge Winery. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets and combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized team.

Breanna Malin is a financial advisor with Stifel in La Crosse, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she serves as Vice President of the Winona Figure Skating Club and participates in church committees focused on leadership and memorial gift planning. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Karla Lasky is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as prior experience with Select Sires, Inc and Accelerated Genetics. She is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Thomas Monson is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009. Prior to that, he was with UBS Financial Services and Piper Jaffray Inc. His community involvement includes serving on the Endowment Fund Committee at English Lutheran Church and acting as Treasurer for the City of La Crosse International Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Alaina Fitch is a financial advisor with Thrivent Investment Management in La Crosse, WI, holding a Series 66 designation. She joined Thrivent in 2025 and has no prior industry experience. Outside her advisory role, Fitch serves as Advertising Director for The Racquet Press, the University of Wisconsin La Crosse’s student newspaper, where she creates digital advertising and designs newsletters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

William Pritchard is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray Inc. Pritchard is also active in community and civic organizations, serving on the Rotary International District 6250 board with a focus on youth issues and advising the La Crosse Community Theater board. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Terry Dickman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Follansbee is a financial advisor with Ameriprise in Holmen, WI, holding a Series 66 credential and two years of industry experience. His prior work includes roles in education at Viterbo University and Western Technical College, as well as positions at Altra Federal Credit Union and Walmart. He also has experience managing a small business, Next Generation Lawn and Snow. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering customized, tax-efficient withdrawal strategies and Social Security advice through a centralized consulting team. The firm combines research and modeling with algorithmic automation to generate recommendations, emphasizing products from affiliated providers.

Thomas Bjerke is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Bjerke is involved in property management, owning and maintaining rental properties, and also sells Medicare supplement and health insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers combined planning and managed-account solutions under the WealthPlan program.

Colin Dickman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has prior work experience including roles at City Brewery and Walmart. Outside of financial advising, he works as a delivery driver for Spark Delivery. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Stacey Klein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her background includes roles in local government and healthcare, as well as ownership of small businesses. Klein is involved in sales of investment-related products and also participates in the referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Eric Halverson is a CFP®-designated financial advisor with Edward Jones in Caledonia, MN, with nine years of industry experience. He previously worked at Merchants Bank for nine years before joining Edward Jones in 2017. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sandra Ripley is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes roles at Jenkins, Stittleburg and Menn Law Office and Duluth Trading Co. She is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers to deliver its investment solutions.

Gabriel Hicks is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial in La Crosse, WI. His career includes roles at Wells Fargo Advisors and ongoing involvement with First Lutheran Church since 2005. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.