Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Crown Capital Securities and running his own businesses since 1990. Outside of advisory work, he is involved in farming through a personally owned enterprise. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1987. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Christopher Wicker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Harbour Investments Inc. and operates Wicker Financial Services, where he also provides tax preparation and accounting services as a 1099 contractor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Chad Shafer is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 18 years of industry experience. He previously worked at Avantax Investment Services, Inc. and operates Shafer Financial Services, SC, a tax preparation and accounting business. In addition to his advisory work, he serves as a volunteer firefighter with United Fire & Rescue and owns Headed North, LLC, a kayak rental and storage business. 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, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Mac Kenzie Zajec is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. Prior to joining Cetera, Zajec worked at Avantax and Rush River Wealth Management. Outside of financial advising, Zajec is involved in farming and land lease operations through Rush2Harvest. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Hillary Stubbe is a Series 66-licensed financial advisor with Edward Jones, based in Ellsworth, Wisconsin, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kohl's for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Timothy Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Westconsin Credit Union and Cuna Brokerage Services, Inc. for over two decades alongside his current role. Carlson is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.

Marsha Shafer is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. She has worked with multiple firms including Avantax Advisory Services, Inc. and has owned Shafer Financial Services since 1992. In addition to advisory work, she is involved in tax preparation and accounting through Shafer Financial Services, SC. Cetera Investment Advisers serves a diverse client base including individuals, 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 retirement and fiduciary capabilities with access to multiple investment programs and custodial platforms.

Andrea Monchilovich Pickerign is a financial advisor at Fidelity with 26 years of industry experience. She previously worked at RBC Capital Markets for eight years before joining Fidelity Investments. Outside of her advisory role, she is an independent beauty consultant, teaching and selling skin care products. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Jennifer Most is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Allina Health for seven years and at the University of Minnesota / Fairview Health Services for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of his advisory work, he is a notary and works part-time as a prep cook at a local bar and grill. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides flexible investment solutions that include model portfolios, third-party managers, and customized arrangements.