William Heiting is a financial advisor with Retirement Wealth Solutions LLC in Marshfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance. Outside of advising, he serves on the board of the Marshfield Area Community Foundation and participates in financial strategic planning for the Diocese of La Crosse. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm uses asset allocation as a core framework and incorporates various techniques including dollar-cost averaging and technical analysis, emphasizing risk management and tax awareness in its process.

Alli Schoengarth is a financial advisor at Retirement Wealth Solutions LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she held roles at Neillsville Country Club, LLC and Schmitty's on Main. She is also an independent insurance agent. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm uses asset allocation as a core framework and incorporates various investment techniques, emphasizing risk management and tax awareness.

Patrick Gall is a CFP® and ChFC® with 19 years of industry experience. He is currently with Retirement Wealth Solutions LLC, where he has worked since 2022, following prior roles at Eagle Strategies LLC and New York Life. Gall serves on the boards of the ODC Foundation Inc. and the Marshfield Clinic Health System YMCA. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a customized investment approach emphasizing asset allocation, risk management, and tax awareness, managing approximately $227 million in discretionary assets across a three-advisor team.

Chris Neufeld is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Neufeld has worked at Harbour Investments and Neufeld Capital Management since 1996 and was previously associated with Focused Tax Solutions for nine years. He is also an independent insurance agent, which may include equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with one year of industry experience. She holds a Series 66 designation and has prior experience at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for a family business. Harbour Investments provides investment advisory and financial planning services to individual and institutional clients, employing both fundamental and technical analysis to create customized strategies across various investment vehicles.

Jason Opie is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services Inc. and Sii Investments. Outside of his advisory role, he operates an accounting and tax preparation business and owns a printing enterprise. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process with access to a wide range of investment products and custodial platforms.

Randy Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and over 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he manages a single-member LLC for personal aircraft use. 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 strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Cory Gresham is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Woodbury Financial Services, J.P. Morgan Securities, and Huntington National Bank. Outside of advisory work, he owns a business operating under a Federal Firearms License and is involved in tax preparation and accounting through FINSTRAT TAX LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Kacey De Witt is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Travis Holt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2002 and serves as Chairman, President, and CEO of Citizens State Bank of Loyal, where he has been employed since 2009. Holt also holds board positions including a role on the State of Wisconsin Banking Review Board. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Lee is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wells Fargo Home Mortgage from 2010 to 2017. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Scott Wucherpfennig is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior work includes roles at OSAIC, Woodbury Financial Services, and Forward Financial Bank. He serves on the board of Opportunity Development Centers. Cetera Investment Advisers supports 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, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Juli McNeely is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services Inc and SII Investments, along with operating her own firm, McNeely Financial Services, for over 30 years. She is a past president of the National Association of Insurance and Financial Advisors and is active as an author, speaker, and coach through her consulting LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering a broad range of investment products and advisory services through a large network of financial advisors.

Marisa Steinbach is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise Financial, Woodbury Financial Services, and OSAIC. Outside of her advisory role, she has served as a guest speaker on financial education for the Unified School District of Marshfield and the Marshfield Area Chamber of Commerce. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within a large advisory platform.

Donald Snyder Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Citizens State Bank of Loyal, New York Life Insurance Company, and MassMutual Life 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Steven Brinkman is a financial advisor with Thrivent Investment Management in Marshfield, WI, holding a Series 66 designation and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, Brinkman serves as a board member for House Beautiful Retreats, a pastoral ministry supporting pastors and their families, and also works as a freelance musician providing music for local churches. 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, holistic planning analyses across multiple financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brandon Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2017, with prior experience at The Boson Company and the United States Soccer Association. Outside of advising, Meyer serves on the Marshfield Community Advisory Board and the United Way board, and he manages Generation Partners LLC, a business focused on succession planning and the operations of his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools to tailor retirement income strategies.

Bryce Kelley is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as a basketball official and baseball umpire for the Wisconsin Interscholastic Athletic Association and is a board member and president of a nonprofit childcare and early education center in Medford, WI. He also holds a membership role in a local chamber of commerce and manages an LLC as a business holding company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning and managed accounts under a consolidated billing option called WealthPlan while maintaining separate service structures.

Brian Kaiser is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Kaiser is a member of the finance council at Saint John the Baptist Catholic Church and manages dairy cattle operations in Stratford, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and maintains a nationwide network of over 23,000 financial advisors, with capabilities extending beyond advisory services to include trust services and affiliated investment products.

Melanie Kunze is a CFP® with three years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior roles include positions at Woodbury Financial, Inc. and McNeely Financial. Outside of advisory work, she is involved in marketing for Clarity by Design LLC and facilitates an educational course called Financial Foundations aimed at young adults. She also works seasonally as a bartender at Smazal's Hunters Choice and officiates high school volleyball games. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a broad range of advisory services and investment options, supported by a network of over 6,200 advisors.

Rebecca Gonzalez is a Certified Financial Planner® with 21 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services, SII Investments, and McNeely Financial Services. Gonzalez serves on a subcommittee for the Leadership In Life Institute at the National Association of Insurance and Financial Advisors and is involved in facilitating educational workshops for business clients and assisting small business owners with strategic planning through her partnership in Clarity By Design, LLC. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and nonprofits. The firm utilizes a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, offering access to various investment products and custodial platforms across its extensive network of financial advisors.

Robin Andrew is a financial advisor with LPL Financial in Marshfield, Wisconsin, holding a Series 66 designation and nine years of industry experience. He previously worked at SII Investments, Inc. for 18 years before joining LPL Financial in 2018. Outside of his advisory role, he is a licensed notary in the state of Wisconsin and is involved in life insurance 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 offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Amanda Kozik is a financial advisor at Edward Jones in Marshfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she operated A-Z Massage LLC for nine years and worked at Lang Furniture for six years. She is also affiliated as a distributorship associate for Tranont and The Super Patch Company, through which she accesses product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Tammy Schmidt is a financial advisor at Ameriprise in Marshfield, WI, holding Series 63 and Series 66 designations with two years of industry experience. Her prior work includes roles at US Bank and JT Homes & Properties. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through advisory, brokerage, and insurance solutions.

Kaylob Croston is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and has previous experience in various roles including at the University of Wisconsin-Whitewater and American Eagle. Croston is also employed by Generation Partners LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored written recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized team to deliver structured retirement income strategies.

Travis Brock is a CFP® with 17 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Financial Fiduciaries, LLC from 2012 to 2018. He is also the owner of Helmstead Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals.

Blake Dahlby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 14 years with SII Investments. LPL Financial serves a diverse range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers advisory and brokerage services supported by an in-house Research team that provides model portfolios and a variety of investment options, allowing advisors to tailor solutions to client needs.

Samuel Hinson is a financial advisor at Fidelity with Series 63 and Series 65 licenses. He began his advisory career in 2024 and has previously worked at Keenan Financial and Trustage. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Thomas Dahlby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at SII Investments for 14 years before joining LPL Financial in 2018. Dahlby is also involved as a co-owner of DAHLBYCO, LLC and serves as an agent for Financial Investors of Wisconsin, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse delivery options and investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Tania Meyer is a CFP®-credentialed financial advisor with Ameriprise, based in Marshfield, WI, bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Meyer is involved in managing the operations of her team through Generation Partners LLC, which focuses on succession planning and maintaining the value of her financial planning practice. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Nathan Heeg is a financial advisor with Thrivent Investment Management in Stratford, WI, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heeg serves as the head varsity track and field coach for Stratford High School and holds board positions with local athletic support organizations, including the Stratford Runners Club and the Stratford Quarterback Club. He is also an elder board member at The Mill Church in Stratford. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics such as retirement, tax, and estate planning. The firm offers a consolidated billing option called WealthPlan that combines planning with managed-account services, with planning delivered through a network of financial advisors without discretionary trading authority.

Michelle Russell is a Certified Financial Planner® with 14 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at BMO Bank NA and BMO Harris Bank. She also volunteers teaching Junior Achievement in Wausau, WI. 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 a large network of investment adviser representatives.

Sara Brost is a financial advisor at Osaic with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Woodbury Financial Services and Forward Bank. Outside of financial advising, she provides speech language pathology services at Compassus Home Care and St. Vincent Hospital. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers access to multiple custodial platforms and third-party managers.

Aaron Schneider is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, Forward Investment Services, Orgel Wealth Management, and Forward Bank. He is based in Marshfield, WI. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a variety of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its institutional platform.

Thomas Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including work at the University of North Dakota and managed a waterfront bar and grille. He serves as Treasurer for Shiloh Bound Inc., a startup nonprofit, assisting with policy and procedure development. 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 network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

David Meyer is a CFP® professional with 32 years of industry experience, currently serving at Ameriprise in Marshfield, WI since 2005. He is co-owner of Generation Partners LLC, a payroll business supporting his financial planning practice, and also co-owns a rental real estate business with his wife that owns the building housing their office. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team.

David Belanger is a Series 66-licensed financial advisor with Edward Jones, based in Marathon, WI, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he owns and maintains a commercial rental property through Belco LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities beyond traditional advisory services.

Courtney Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Marshfield High School from 2015 to 2020. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a centralized consulting team and emphasizes managed accounts and algorithmic automation in its advisory approach.

Christopher Fredrick is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms, including BMO Bank NA and Wells Fargo Advisors, LLC. He is also commissioned as a notary at BMO Bank, performing related duties on a limited basis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team and flexible portfolio management options.

Daniel Flees is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Woodbury Financial Services Inc. and Sii Investments. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Fr. John Eisen Assembly #1219, overseeing financial matters and conducting audits. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Max Weber is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Colby Metal and Marshfield Glass, as well as experience at the University of Wisconsin LaCrosse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning covering a range of topics and allows clients to combine planning with managed-account programs under consolidated billing while keeping services separate.

Angela Denk is a financial advisor with Cetera in Marshfield, WI, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, and Thrivent Financial. She serves on the board of directors for the Marshfield Area YMCA. Cetera Investment Advisers supports a wide range of individual, high-net-worth, institutional, and retirement-plan clients through an extensive network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.