Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Daren Powers is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 28 years of industry experience and a background that includes long-term roles with Avantax Advisory Services and Avantax Investment Services. Powers is also a CPA and operates a tax preparation and accounting business, Daren J. Powers, CPA S.C. He is an investor in a software development company focused on fishing data logging and participates in managing a shared services company supporting financial advisors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports a variety of investment strategies and program structures.

Jonathan Timm is a Series 66-registered financial advisor at Edward Jones with nine years at the firm and eight years of industry experience. Prior to joining Edward Jones in 2017, he was involved in the hospitality industry for over a decade. He serves on the board of the Somerset Memorial Scholarship Fund, assisting with scholarship applications and volunteering at school events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and provides discretionary and non-discretionary strategies along with affiliated investment products.

Shannon Mehls is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Cambridge Investment Research Advisors and its affiliate since 2016 and has a longer tenure at J A Counter & Associates dating back to 2005. Outside of advising, she serves as a board member of Prairie Bar, Inc. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolios and proprietary and third-party strategies tailored to client objectives.

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.

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.

Julie Riemer is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014, following prior roles at Waddell & Reed and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Matthew Casey is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corporation and Royal Credit Union, where he continues to be involved. 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 network of investment adviser representatives. The firm offers a variety of financial planning and investment management services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Pasquale Frattalone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge since 2011. Outside of his advisory role, he operates as an independent insurance agent specializing in health, life, long-term care, and disability insurance, and serves on the supervisory committee of a Minnesota credit union. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jon Jacobson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been associated with Raymond James since 2001 and also works with The RiverGroup in St. Croix Falls, WI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and provides specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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 and previously worked at Ameriprise from 2003 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ruth Sattler is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Devon Schoenbohm is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in New Richmond, WI, he holds Series 63 and Series 65 licenses. Schoenbohm has a sole proprietorship used as a household employer for personal purposes. Edward Jones is a wealth management firm serving over four million clients, including individual, institutional, and charitable entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Margaret Koenig is a Series 66 licensed financial advisor with Edward Jones in Osceola, WI, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Kelly Services Global, LLC and Hudson Hospital & Clinic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated capabilities through a large network of advisors and branch offices.

Steven Wright is a financial advisor with Edward Jones in Osceola, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Land O'Lakes, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than 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.

Mark Almlie is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Osceola, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James since 2008 and is also involved in ownership and management roles related to The RiverGroup Financial Advisors and a family farm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, offering advisory programs as well as institutional consulting and portfolio management.

Timothy Pauley is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services in various capacities since 1999. Pauley serves as a director on the Osceola Industrial Development Corp board and owns The RiverGroup Administration Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.