Jason Thurow is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Advisors, Primerica Financial Services, Mathews Inc, The Toro Company, and Leer Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Kurt Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with Primerica Advisors since 1989 and operates KM Pfuhl Inc., a business formed for Primerica purposes. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and maintains oversight of model implementation and trading.

Stacey Klein is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her background includes roles in local government and healthcare administration, alongside managing business ventures such as Harry's Place. Klein has been affiliated with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies and offers advisory services through a large network of advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes positions at Cashton Vet Clinic and Jenkins, Stittleburg and Menn Law Office. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

Todd Trautmann is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Aside from his advisory work, Trautmann is a board member of the Holmen Area Community Center and has authored a children's book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm offers these planning services alongside managed accounts under a consolidated billing option called “WealthPlan.”

Gabriel Hicks is a CFP® with 26 years of experience, currently serving as a financial advisor at Raymond James Financial in La Crosse, WI. His career includes roles at Wells Fargo Advisors and ongoing involvement with First Lutheran Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and also offers municipal advisory services and specialized employer consulting programs.

Todd Olson is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Olson is a shareholder owning 17% of Safety Monster LLC, a manufacturing business based in Edina, MN, although the business is currently inactive. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Flanagan is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Osaic Wealth in 2023, he spent 30 years at Royal Alliance Associates, Inc. He is also the owner of Flanagan Financial, Inc., and serves on the board of the Riverland Endowment Trust and Bethany Lutheran Homes, reflecting involvement in nonprofit governance. Additionally, he leads Functional Biosciences, Inc., a company specializing in DNA sequencing and related services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to create portfolios across various asset classes.