Ralph Lemley is a financial advisor at Lemley Yarling Management Co with 59 years of industry experience. He has been with Lemley, Yarling & Co. since 1986 and Lemley Yarling Management Co since 1984. He holds a Series 63 designation and is based in Independence, Kentucky. Lemley Yarling Management Co provides individualized portfolio management and financial advice to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm manages a compact base of long-standing clients and approximately $14 million in assets, following a risk-avoidance, market-timing investment approach focused on quality stocks, cash, and short-term Treasuries.

Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.

Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2008. He is also the owner of JMJ Retirement Solutions, an independent insurance agency that may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies and model-based solutions across various asset classes.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and has a background in education with several years at local school districts. 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, offering both discretionary and non-discretionary portfolio management.

Beau Schroeder is a financial advisor at Harbour Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to his advisory career, he worked for Sleepy Hollow Chevrolet Buick GMC for ten years. Schroeder also serves as a school board member for Kickapoo Area Schools. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jonathan Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Northwestern Mutual Wealth Management and Uvest Financial Services Group. Outside of his advisory role, he also drives for Uber on a part-time basis. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and operates at scale with a large client base and high client-to-advisor ratio.

Bryan Rasey is a financial advisor with Principal Financial Services based in Franklin, WI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Principal Securities since 2016 and has been with Principal Life Insurance Company since 2007. Bryan is also a designated bank officer at Principal Bank and Trust Company, supporting retirement account relationships across multiple Principal divisions. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs.

Jackson Ringelberg is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at U.S. Bank, U.S. Bancorp Investments, Inc., Arena Americas, RBC Wealth Management, and Double U. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and multiple custodial platforms.

John Broerman is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, previously serving at INVEST Financial Corporation and Johnson Bank. Outside of his advisory role, he is involved with Johnson Insurance, LLC, referring insurance business to the bank’s insurance company. 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 non-advisory product activities such as insurance and annuity sales.

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously was with ICA Group Wealth Management, LLC, Investment Centers Of America, Inc., and Citizens First Bank. Callan is also involved with United Life Insurance Agency as an insurance agent focusing on life and fixed annuities. 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 supports a variety of investment solutions, combining in-house research-driven model portfolios with third-party managers and customized arrangements to meet client needs.

Lee Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously held roles at Wisconsin Lutheran College and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across a broad range of financial topics. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Lynn Marie Magner is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently advising clients at UBS Financial Services since 2009. She holds the Series 66 designation and is based in Franklin, Wisconsin. Outside of her advisory work, she serves as President of the Greendale Chamber of Commerce and Treasurer of the Root River Junior Woman's Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

John Mickelsen is a financial advisor with Thrivent Investment Management in Viroqua, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2003. Outside of his advisory role, Mickelsen is involved in agricultural activities, organizing a farm focused on fruit and vegetable raising and agri-tourism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on various planning topics without implementing these recommendations directly.

Gwyneth Godbout is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for BMO Harris Financial Advisors Inc for 17 years before joining LPL Financial in 2023. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Michelle Bertram is a financial advisor with Edward Jones in Franklin, WI, holding a Series 66 designation and bringing seven years of industry experience. She previously worked at Old Republic Risk Management for 15 years before joining Edward Jones in 2018. Outside of her advisory role, Bertram is involved as a part-time teacher and serves on advisory boards for community organizations including the Waxahachie Lions Club and the Salvation Army of the Sandhills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Ryan Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Investment Centers of America and ICA Group Wealth Management, LLC. Callan also manages Callan Wealth Management, an investment-related business where he serves as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Brad Leissring is a financial advisor with OSAIC in Franklin, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Granite Microsystems Inc. OSAIC is a large, SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory programs and uses a systematic investment process combining risk assessment and portfolio optimization tools.

Kim Milligan is a financial advisor with Robert W. Baird & Co. Inc. in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Milligan has been with Robert W. Baird & Co. since 1999. Milligan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. 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 planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Scott Nowak is a financial advisor at LPL Financial with 44 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. Outside of his advisory role, he is involved with Elmbrook Associates, a business related to his LPL activities. 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, combining large-scale advisory operations with various non-advisory product offerings.

Scott Schiek is a financial advisor at Robert W. Baird & Co. in Franklin, WI, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a variety of investment strategies and overlays to align with client goals and risk tolerances.

Alexandra Beck is a Financial Consultant I at Fidelity Investments, where she focuses on developing personalized retirement plans. She works closely with clients to help them take control of their financial futures and prepare for retirement with confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2019 and advancing through positions such as Relationship Manager and Planning Consultant before her current role. Prior to joining Fidelity, she gained experience as a Client Services Associate and Finance Intern at IAG Wealth Partners. Alexandra's work centers on supporting clients in achieving financial security and planning for retirement.

Christopher Estrada is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at Wonderstate Coffee and Colectivo Coffee Roasters. 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 supported by a nationwide network of more than 23,700 financial advisors.

Daniel Plewa is a financial advisor with LPL Financial based in Franklin, WI. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Johnson Financial Group and Eder Flag. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Michael A. Aschberger is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors. Outside of advising, he serves as President of the Whitnall Edge II Condominium Association. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of investment programs and access to multiple custodial platforms.

Margaret Severson is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. She holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Chantz Kwapick is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Compass Distributors, USA Mutuals, and Premier Legacy Wealth Management. His current role is with Fidelity Investments and its subsidiary Strategic Advisers LLC. Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it operates distinctive programs such as commodity pool management and algorithmic portfolio construction.

Abigail Severson is a financial advisor at Edward Jones in Viroqua, WI, holding a Series 66 designation. She began her career at Edward Jones in 2024 after completing her education at St Catherine University. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Allison Mendoza is a financial advisor with LPL Financial in Viroqua, Wisconsin, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Beyond Vineyard and Rapid Capital Funding. Outside of her advisory work, Mendoza is the owner and operator of an agricultural business, Mill Creek Bottoms. 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 multiple delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product activities.

Paul Matheson is a financial advisor with Thrivent Investment Management in Franklin, WI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs while keeping services separate.