Natasha Martinez is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Her prior work includes positions at Bank of America and Solar City/Tesla. She also obtained a real estate license last year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Jason Roen is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 65 licenses and working in the industry for 32 years. He has been with LPL Financial since 2009 and previously worked at Waterstone Financial Group. Outside of his advisory role, he owns an RV dealership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Timothy Kalien is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Cambridge Investment Research in 2025. Outside of his advisory role, he is involved in insurance and benefits services through Affinity Asset Management and holds ownership and board positions in several real estate entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Megan Simmons is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2017, following a year at Bremer Investment Services/Raymond James. Outside of her advisory work, she is a Notary Public in the state of Wisconsin and is affiliated with a resale and dropshipping business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

William Eaton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1981 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Scott Webb is a Series 66-licensed financial advisor with 26 years of industry experience, currently practicing at Stifel since 2009. He serves as Managing Trustee of U-Fuel Inc., a company that manufactures and sells fuel tanks and petroleum equipment globally. Additionally, he acts as a trustee of a family trust and executor of a family estate. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Andrew Reitzner is a Series 66 designated financial advisor with Edward Jones, based in Altoona, WI. He has 18 years of industry experience, all with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Martell is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2025 and previously spent 14 years at LPL Financial. Martell is also a financial consultant with Wealth Management Group LLC, a financial services and tax business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

Wesley Prince is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, he was employed at Bloomer Machine & Fab, Inc. and was involved with Lazy Creek Farms. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Hagmann is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she held positions in healthcare-related organizations including Winn Family Dentistry, Interim Healthcare Home Care and Hospice, and an Independent Surgery Center. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Brady Zwiefelhofer is a financial advisor with Thrivent Investment Management based in Eau Claire, WI. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has worked with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he is involved in community organizations including serving as Co-Chair for Festival In The Pines with the Lake Hallie Optimist Club, a trustee for Elks Lodge 1326, and a board member of the Chippewa Falls Kiwanis, all focused on supporting youth and local initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial analyses across topics such as retirement, tax, and estate planning. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for planning clients.

Clynton Ebling is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked at WESTconsin Credit Union for eight years and served with the City of Durand Police Department for seven years. Outside of his advisory work, he is involved in educational travel and culture activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers various investment strategies, including model portfolios and third-party asset management, supported by advanced research tools and a comprehensive platform integrating advisory and non-advisory financial services.

Katrina Elbert is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following five years at Wells Fargo Clearing and another five years at Wells Fargo Advisors, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Munger is a Wealth Management Advisor at Merrill Lynch Wealth Management and a Senior Financial Advisor on The Munger Group, which includes two other Senior Financial Advisors and a Client Associate. He focuses on goals-based wealth planning for high-net-worth clients in the Eau Claire area, with a strong commitment to the 401k business and retirement planning. Mark's role includes understanding clients' lifestyles, providing consistent communication, overseeing residential lending, and advising on long-term care options. Mark has expertise in employee benefits planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. He is a second-generation financial advisor and holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mark graduated from the University of Wisconsin-Eau Claire with a bachelor's degree in Finance. He supports the football program at UWEC, where he was a four-year letter winner and two-year captain. Mark participates in a men's hockey league in the winter, a golf league in the summer, and enjoys baseball, biking, boating, skiing, table tennis, and spending time with his family. He is a member of the Chippewa Valley Young Professionals and the Old Abe Football Club.

Zachary Weisenberger is a Financial Advisor with Merrill Lynch Wealth Management. He joined the Weisenberger Group in 2022, where he oversees client experience and relationship management operations. Zachary focuses on family wealth management strategies, personal retirement planning, small business strategies, tax minimization, and retirement income. He earned a Bachelor's Degree in Business Administration with an emphasis in Financial Management from the University of Wisconsin, Eau Claire in 2013. Zachary holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional duties, Zachary coaches wrestling for the Regis/Altoona Wrestling team and has a background as a collegiate wrestler. He enjoys adventure sports, fishing, football, golfing, hunting, and spending time with friends and family.

Daniel Lotts is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Credit Union, LPL Financial, and U.S. Bancorp Investments, Inc. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Theodore Oeffler is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Altoona, WI, where he has worked for 16 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and maintains affiliated capabilities such as a trust company, affiliated mutual funds, and securities-based lending.

Andrew Schlafer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2015. He holds a Series 63 license and is a board trustee for the Eau Claire Community Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Andreea Dumitru is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Wells Fargo Bank, US Bank, Ho Chunk Casino, and American Me Tshirt Factory. Outside of her financial career, she is an independent beauty consultant for Mary Kay. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both nondiscretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cassandra Beran is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she owns a photography business called 90th Street Studio in Eau Claire, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to non-securities products and affiliated insurance services.