Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

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.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and Thrivent Financial in various roles since 2020. Outside of his advisory work, he serves as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is known for its use of systematic methodologies and oversight of sub-advisers.

Jesse Kvitek is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in his community as the Immediate Past Commodore of the St. Croix Yacht Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across a range of financial topics, with options to combine planning and managed accounts under a consolidated billing system.

Chad Kulzer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is involved in staffing and insurance services through his co-ownership of RiverLink Staffing, Inc., and participates in the New Richmond Chamber of Commerce. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individuals, pension plans, corporations, and nonprofits. The firm offers diverse advisory programs and employs a technology-driven investment process, supporting thousands of advisors and managing approximately $200 billion in assets.

Jacob Hutchins is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work experience includes roles at Uber, Lyft, River City Air, and MGM Wine & Spirits. 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, supported by a large network of financial advisors and a comprehensive platform that includes trust services, affiliated mutual funds, and securities-based lending.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Janet Schoenrock is a Series 66-registered financial advisor with Edward Jones in New Richmond, WI. She has been with Edward Jones since 2012 and has one year of formal industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Daren Powers is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 28 years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as operating a CPA practice since 1991. He is also involved as an investor in a software development company creating a fishing catch journal app and manages a shared services firm that supports financial advisors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to multiple program structures. The firm combines retirement and fiduciary capabilities with a broad trust and institutional platform, distinguishing it among large advisory firms.

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.

Shannon Mehls is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 22 years of industry experience, including prior roles at JA Counter Wealth Management and J A Counter & Associates. Outside of her advisory work, she serves as a board member of Prairie Bar, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Anthony Larson is a financial advisor with Ameriprise in New Richmond, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations delivered through a centralized consulting team.

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.

Donald Klitz is a financial advisor at Edward Jones in New Richmond, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Altis for two years and was involved with New Richmond High School and New Richmond Area Centre in various roles. 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 and operates through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Stan Falkenhagen is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 12 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm delivers written Recommendation Reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and an algorithm-driven process overseen by a Retirement Income Oversight Committee.

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.

James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009. 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, offering a range of investment solutions supported by an in-house research team.

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.

Katherine Hilgedick is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and a large nationwide network of financial advisors. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Matthew Radintz is a financial advisor with Osaic Wealth, Inc. based in Glenwood City, WI, holding a Series 63 designation and 19 years of industry experience. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Radintz serves as president of the Glenwood City Wrestling Club, supporting the local high school wrestling program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology tools and offers various advisory programs, with a network of over 6,200 advisors managing approximately $200 billion in assets.

Devon Schoenbohm is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a sole proprietorship established for household employer purposes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Joan Bartz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Bartz serves on the board of the Everwood Farmstead Foundation, a charitable organization supporting artists, and holds leadership roles in local community organizations including the Community Foundation of Glenwood City and the Glen Hills Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services through a consolidated billing option.

Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Kayla Harle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Affiance Financial and the City of New Richmond. Her background also includes roles in education and veterinary services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Adam Swanda is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a broad mix of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

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.

Christopher Henning is a financial advisor with Osaic, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services, Inc. for 11 years. He is also president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. Osaic Wealth, Inc. is an 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 employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation, and portfolio optimization, offering a wide range of investment products and services through a large network of financial advisors.

Katie Swenby is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at 3M for six years before joining Thrivent. Outside of her advisory role, Swenby is involved in local community organizations, serving as a committee member of the Glenwood City Area Community Club and secretary of the Community Foundation of Glenwood City, focusing on community development initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive analyses across multiple planning areas and allows clients to combine planning with managed accounts through a consolidated billing option.