Kevin McKinley is a financial advisor with McKinley Money, LLC in Eau Claire, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he owns media companies focused on speaking engagements, writing, and social networking tools related to financial topics. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with periodic rebalancing and quarterly account reviews.

Duncan McKinley is a Series 65-registered advisor at McKinley Money, LLC with one year of industry experience. He has been with McKinley Money since 2022 and previously attended the University of Wisconsin-Madison. Outside of his advisory role, he is involved in media and publishing through affiliates such as On Your Money Media and McKMedia. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with regular account reviews and a unique wrap fee program that combines advisory and trade execution services.

Benjamin Ebert is a financial advisor at Principal Financial Services with Series 63 and 65 licenses and one year of industry experience. He previously worked at Heartland Retirement Group and Bankers Life along with positions outside finance including roles at Festival Foods and the University of Wisconsin La Crosse. Ebert also engages in sales of fixed insurance products such as fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jonathan Kroening is a CFP® and ChFC® with 21 years of industry experience. He currently works at OSAIC and previously was with Woodbury Financial Services and SII Investments. He serves as a grants committee member for the Community Foundation of Dunn County. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves individual and high-net-worth investors, retirement plans, pension and corporate clients, and institutions. The firm offers investment management, financial planning, unified managed accounts, and access to specialized strategies through its Vision2020 Wealth Management Platform.

Samuel Ferch is a financial advisor with LPL Financial in Menomonie, WI, holding Series 63 and Series 65 credentials. He has worked in the financial services industry since 2020, including positions at Northwestern Mutual and OSAIC Wealth Inc. Outside of finance, he has experience in fitness through CrossFit River Praire. 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.

Jeffrey Krumenauer is a financial advisor with Ameriprise in Menomonie, WI, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Jacob Cimino is a Series 66-licensed financial advisor with Osaic Wealth Inc. based in Menomonie, Wisconsin. He has been with Osaic since 2025 and also has a long tenure with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Moriah Fagen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Thrivent Financial since 2023 and prior experience at KinderCare and Harvestime Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas. The firm supports goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Paul Dean is a financial advisor with Thrivent Investment Management in Menomonie, WI, holding the Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial since 2014 and Thrivent Investment Management since 2013. 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 various financial topics, with the option to combine planning with managed-account services under a consolidated billing system called WealthPlan.

Sawyer Brown is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. His prior experience includes service in the U.S. Army Reserves as a Small Arms Repairer and various roles outside finance, such as working at a retail position and engagements with educational institutions. Brown serves in the Army Reserves, where he inspects, maintains, and repairs small arms and weapons systems. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s services include a range of planning topics and offer options to combine planning with managed-account programs under a consolidated billing setup.

Tanya Dean is a Series 66-registered financial advisor with Thrivent Investment Management, based in Menomonie, WI. She has five years of industry experience and has been with Thrivent Financial and its affiliates since 2013. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Heike is a financial advisor at LPL Financial with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at OSAIC, Woodbury Financial Services, and Northwestern Mutual Wealth Management. Outside of his advisory role, Heike owns Impact Advertising, a business based in Claire, WI, and is involved with TruNorth Tax and Accounting, providing tax preparation and CPA services. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and provides strategic and tactical investment options.

Jeremy Untz is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 credentials and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jonathan Storing is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and previously worked at OSAIC, Woodbury Financial Services Inc., and Catalytic Combustion Corporation. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Bradley Waznik is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include two decades at Woodbury Financial and a year at OSAIC before joining LPL Financial in 2025. Outside of his advisory work, he is involved in tax preparation and accounting businesses. 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 range of investment approaches through its in-house research team and offers flexible delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.

Jason Johnson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Menomonie, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joel Helminiak is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and works out of Menomonie, WI. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Darcy Brown is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Brown serves as a board member of the Wilson Creek Condo Association, where he assists with office building management decisions. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kurtis Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the founder of Hope Filled Life LLC, a wellness consulting business now managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Coltin Brehm is a financial advisor at LPL Financial with seven years of industry experience. He has previously worked at Northwestern Mutual and OSAIC Wealth Inc. Outside of his advisory role, Brehm serves as a wrestling coach for the Menomonie School District. 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 delivers services through a large network of investment adviser representatives.

Michael Braatz is a CFP® with 21 years of industry experience. He has been with Edward Jones since 2004, based in Menomonie, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated funds and tax-efficient services.

Lucas Wachewicz is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at ETI Wound Healing Center for five years and the Mayo Clinic for twelve years. He serves as a board member of Indianhead Enterprises in Menomonie, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kyle Thorpe is a financial advisor with LPL Financial in Menomonie, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and multiple Northwestern Mutual entities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Amanda Giesen is a financial advisor with LPL Financial in Menomonie, WI, holding a Series 66 designation and over eight years of experience. Her background includes roles in education at the University of Wisconsin - Stout and New Prague schools, as well as work with Waznik Heike Group, LLC. 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.