Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.

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.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

George Schopper is a financial advisor at Momentum Independent Network Inc. with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been with Momentum Independent Network since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates for municipal bond strategies and cash management features.

Christopher Swanson is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He has worked with Summit Investment Advisory Services, Inc. since 2016 and has been involved with SNS MGMT, LLC dba Dunn Bros. Coffee since 2007, where he oversees strategic management. Additionally, Swanson operates as a CPA through Swan Financial, LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a wide range of advisory and brokerage services. The firm supports its advisors with in-house research and model portfolios, combining large-scale advisory operations with various non-advisory product offerings.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Rachel McDonough is a CFP® professional with 22 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. Prior to joining EverSource, she spent seven years with Ameriprise Financial Services, Inc. Ms. McDonough is involved in several advisory roles related to impact and values-based investing, including consulting through her firm Wealthfluence, LLC, and serving on advisory boards focused on impact measurement and social causes. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers a range of investment programs and values-based portfolio options informed by a Judeo-Christian framework, and it provides specialized services to other RIAs and nonstandard institutional clients.

Bjorn Nesvold is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Landmark Wealth Management Group, and Thrivent Financial. Outside of his advisory role, he serves on the advisory board of Windstrip LLC, a company that develops combined vertical wind turbine and solar energy units for telecom towers in remote locations, and is a board member of Operation HELP, a nonprofit providing financial assistance and community support in St. Croix County. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing proprietary due diligence and allocates primarily through third-party independent managers, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

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.

James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jessica Barbey is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc., Wells Fargo Clearing, and Woodbury Financial Services, Inc. Outside of finance, she is involved in retail operations as a cashier at Devine Liquors, LLC in River Falls, WI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and third-party management of mutual funds and ETFs.

Morey Wade is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC for 20 years. In addition to his role at Cetera, he operates a securities and planning business under the North Star Resource Group brand. 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 and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Carter Christensen is a Series 66 licensed advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at WESTconsin Credit Union and LPL Financial. 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, holistic planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

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.

Nathaniel Willaert is a financial advisor with Ameriprise in River Falls, WI, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Josiah Harris is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.