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.

Emily Nyquist is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors Inc. since 2014 and was previously involved with Blue Granite Wealth, LLC. She continues to maintain Blue Granite Wealth, LLC alongside her advisory duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to guide client decisions and is noted for its support of municipal and public finance as well as its specialized SIMPLE IRA Employer Advisory program.

Jordan Hasenberg is a financial advisor with Edelman Financial Engines in Eau Claire, WI, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Royal Alliance Associates, Hasenberg Financial Group, Investment Management Associates, and Jamf. Outside of his advisory work, he serves as the Board Treasurer for the St. Croix Valley Sexual Assault Response Team and owns HasenbergPrints, a business that creates 3D printed objects. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios with a long-term investment approach.

Adam Gewiss is a CFP®-certified financial advisor with Stifel in Eau Claire, WI, bringing 11 years of industry experience. He has worked at Stifel Nicolaus since 2014. Outside of his advisory role, Gewiss serves on the board of the Wisconsin Upper Michigan Bridge Association and is a member of the strategic planning commission for the Altoona Public Library. Stifel serves a diverse client base including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group.

Grady Loew is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously was employed by Scheels All Sports from 2015 to 2020. Outside of his advisory role, Loew has participated in community events by providing overnight security at the Chippewa Valley Music Festival in Cadott, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and mutual fund offerings.

Jason Fisher is a financial advisor with Wells Fargo Advisors in Eau Claire, WI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he is an active owner of JTFish LLC, where he dedicates significant time monthly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, and specialized planning, delivering tailored recommendations supported by proprietary research and planning tools.

Victoria Ronnei is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has been with Stifel since 2021 and previously worked at Catalytic Combustion Corporation and Rock Lake Campground. Additionally, she serves as a Notary Public for the Wisconsin Department of Financial Institutions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Meinholz is a CFP® professional with 14 years of industry experience. He is currently an advisor at Ameriprise Financial Services and serves as a Principal at CliftonLarsonAllen LLP, a public accounting firm. His prior experience includes over a decade with CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kristi Kennedy is a financial advisor at Robert Baird & Co. with 10 years of industry experience and holds a Series 66 credential. She has worked at multiple firms, including LPL Financial and Thrivent Financial. In addition to her advisory role, she is a Certified Public Accountant with a background in tax preparation and accounting. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing a range of strategies such as separately managed accounts and tax-management techniques.

Christopher Harvey is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Robert W. Baird & Co. Incorporated since 2018 and previously spent seven years at UnitedHealth Group. He is based in Eau Claire, Wisconsin. Christopher is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies along with tax-management and direct indexing.

Debra Waldusky is a financial advisor with Edward Jones in Chippewa Falls, WI, holding a Series 66 designation and 15 years of industry experience, all with Edward Jones since 2011. She also works as a consultant for Olive Tree People, a skin care products business based in Santa Monica, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Tyler Mueller is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and six years of industry experience. He has been involved with Primerica Financial Services since 2019 and PFS Investments Inc. since 2020. Outside of his advisory role, he has been active with USA Hockey and the Wisconsin Interscholastic Athletic Association since 2021. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers discretionary portfolio management through a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.

Timothy Owen is a financial advisor at Edward Jones with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he spent over three decades at Northwestern Mutual in various roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs and affiliated investment products.

Connor Koviak is a CFP® and Series 66-licensed financial advisor at Edelman Financial Engines with three years of industry experience. He previously worked at Hasenberg Financial Group, Royal Alliance Associates, and RBC Wealth Management. Outside of his advisory role, Koviak serves as Chapter President for the American Financial Education Alliance, where he speaks at educational seminars. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Nicole Powers is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018, following prior roles at Bronfman EL Rothschild and positions related to the University of Wisconsin. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ingrid Kapbardhi is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Ignatowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, Keurig Dr. Pepper, and Marine Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, supported by proprietary research and advanced operational tools.

Christopher Forcier is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Cetera and affiliated firms since 2019, and held prior roles at LPL Financial, INVEST Financial Corporation, and Royal Credit Union. He is involved in a bank referral program through WNB Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Bryce Hedtke is a financial advisor with LPL Financial in Eau Claire, Wisconsin. He holds Series 65 and Series 63 licenses and has recently joined the industry after ten years working with the Eau Claire School District. Hedtke has been affiliated with both LPL Financial and Mainstreet Capital Wealth Management since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.