Christopher Du Bos is a financial advisor with Principal Financial Services and holds the Series 66 designation. He has 12 years of industry experience, with prior roles at Robertson Ryan & Associates, Principal Life Insurance Co, Principal Securities Inc, Packerland Brokerage Services, Moreton Capital Markets, and Shasta Industries. In addition to his advisory work, he is also an insurance agent specializing in annuities, life, disability, long-term care, group benefits, and personal lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Raymond Cal is a financial advisor with Principal Financial Services, holding a Series 63 designation and 21 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, Union Financial Inc., and Heil Financial Group. He is also involved in sales of fixed insurance products and funeral trusts for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Glenn Helminiak is a CFP®-designated financial advisor with Edward Jones, based in Stevens Point, WI, and has 25 years of industry experience. He has been with Edward Jones since 2000. In addition to his advisory role, he owns the branch office building where he operates. 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 strategies, separately managed accounts, and affiliated mutual funds.

Jason Kraemer is a CFP® professional with 23 years of experience in the financial services industry. He has been with Ameriprise since 2002, currently serving as an advisor at their Plover, WI office. Outside of his advisory role, he is co-owner of EEHC Solutions LLP, a business involved in health insurance sales including Medicare and Marketplace insurance. Ameriprise provides retirement-income planning services aimed at clients nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports, combining modeling and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Weltzin is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has worked at Thrivent Financial and Sentry Insurance prior to his current role. Outside of his advisory work, he serves as a member of the board of elders at Woodlands Church, participating in decision-making alongside pastoral staff. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Emily Bouche is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2016. Outside of her advisory role, she serves on the board of Catapult, Inc., a nonprofit focused on church planting and missionary support, and provides business coaching on a referral basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach separates planning from managed-account services, providing clients with flexible options under a consolidated billing platform called “WealthPlan.”

Keegan Ziemer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at USAA and Worldwide Trophy Adventures. Outside of his advisory role, he is the founder of K2Z Productionz LLC, a media business providing photo and video services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with affiliated mutual funds, trust capabilities, and securities-based lending options.

Andrew Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fuel Powersports from 2015 to 2018. Outside of his advisory role, he coaches bicyclists participating in fundraising rides for the Juvenile Diabetes Research Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm 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.

Austin Korger is a financial advisor with Ameriprise in Plover, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 10 years at JPMorgan Chase NA. Outside of his advisory role, he is an associate financial advisor at SAA, LLC, where he manages practice operations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Kathryn Jacobs is a financial advisor with Ameriprise in Stevens Point, WI, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, Jacobs is involved in business management and serves on the Investment Committee for the Community Foundation of Central Wisconsin. She also teaches about the health benefits of essential oils and works as a health and wellness coach. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Clayton Knoke is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes three years at VALMARK ADVISERS/Valmark Securities and two separate periods at Edward Jones totaling 13 years. Outside of his advisory role, he has coached youth hockey and served as a head coach for an 8th grade baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets with a broad network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Roman is a financial advisor with Equitable Advisors in Stevens Point, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2000. Outside of his advisory role, Roman serves as the head pitching coach at Stevens Point Area Senior High School and is active on the Community Parks Improvement Committee of Portage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, focusing on matching clients to suitable investment models and offering a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Eugene Schulfer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he is involved in managing real estate operations through several business entities. 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 portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Walter Roth is a CFP® with 17 years of experience in financial services. He is currently with Raymond James Financial and has previously spent 18 years at Northwestern Mutual in various wealth management and investment roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

Thomas Glavin is a financial advisor with Ameriprise in Rosholt, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the Board of Directors for the First Choice Pregnancy Resource Center in Stevens Point, WI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Gr Hartsough is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Stifel Nicolaus for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is a member of GR54467, LLC and HH Ranch LLC, both non-investment-related business ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Bailey Zdroik is a Financial Consultant currently working at Fidelity Investments. Prior to this role, Bailey held several positions within the company, including Investment Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and High Net Worth Representative from 2021 to 2022. Bailey also gained experience as a Client Relationship Associate at Vanguard between 2021 and 2022. Bailey has worked at two of the world's largest asset management firms, gaining broad exposure to diverse wealth planning scenarios and client dynamics. This experience has equipped Bailey with the tools to navigate complex financial landscapes while maintaining a focus on client needs. Bailey holds a California Insurance License.

Tracey Stalter is a financial advisor with Ameriprise in Rosholt, WI, holding CFP®, ChFC®, and Series 63 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the Board of Directors for the Community Foundation of Central Wisconsin and manages Maple Hills Golf & Restaurant LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andrew Firminhac is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has prior work experience across various sectors, including manufacturing and publishing. Outside of his advisory role, Firminhac serves as a football coach at Cudahy High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized advisory solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Bialas is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as a board member at St. Joseph's Catholic Church and is a member of the Wisconsin Deer Advisory Council, which focuses on deer management in Portage County and Stevens Point, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning covering various topics such as retirement, tax, estate, and business continuation, with an option to integrate planning with managed-account programs under a consolidated billing system.