Edward Davig is a financial advisor with Packerland Brokerage Services, Inc. in Holmen, WI, holding the Series 63 designation and bringing 48 years of industry experience. He has been with Packerland Brokerage Services since 2008 and has operated Davig Financial Corporation since 1996. Outside of advisory work, he is involved in insurance sales through Davig Financial Corporation, focusing on term and fixed annuities as well as long-term care products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to third-party managers and multiple investment platforms, combining brokerage and advisory services under a dual registration structure.

Daniel Rundahl is a financial advisor at CreativeOne Securities, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial for Lutherans and Brokers International Financial Services. Rundahl is also the owner of Rundahl Financial Consultants, LLC, which provides insurance and investment services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Jacob Udermann is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Schmocker Financial Services and Commonwealth Financial Network, as well as experience outside finance in retail and hospitality. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support, with discretionary portfolio construction and proprietary model portfolios managed by its Investment Management and Research team.

Jeffrey Lokken is a CFP® and ChFC® professional with 25 years of experience in financial advisory services. He has been with Mercer Global Advisors Inc. since 2018 and previously worked at Financial & Investment Management Group Ltd. from 2001 to 2018. Outside of his advisory role, he is a member of a band called The Executives in Onalaska, WI, performing at events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and provides a range of specialized services and educational initiatives.

Jason Sobolik is a CFP® professional with 18 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he spent 12 years at Financial & Investment Management Group, Ltd. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Haana Frank is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, she worked at Stifel for four years. Outside of her advisory role, she serves as Clerk and Head Judge at a local polling location in Houston County, Minnesota, overseeing election processes. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using a range of low-cost ETFs, index funds, separate accounts, and specialized programs.

John Brewer is a financial advisor at J. W. Cole Advisors, Inc. with a Series 66 credential and experience in advisory roles since 2023. He has held positions at several firms, including Brewer Investment Group and Fever Labs, Inc. J. W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm employs both fundamental and technical analysis along with model- or manager-based strategies and utilizes multiple custodial platforms and digital advice providers.

Daniel Odenbach is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Voya Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of advising, he is an instructor for Associated Builders and Contractors, teaching leadership and staff development. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and wealth management services. The firm provides operational support, technology, investment management, and compliance resources to affiliated advisors who manage client portfolios using a variety of securities and insurance products.

Lucas Schwaller is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 65 credential and previously worked at Financial & Investment Management Group Ltd. Outside of advising, he serves as Consultant and Head of Sales for CommandScope, LLC, a software development company. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Kenji Callahan is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Creative Planning and previously worked at AEGIS Financial and Marian University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Erica Garnhart is a CFP® with 16 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at RBC Wealth Management and U.S. Bancorp Investments, Inc. She also has experience with Scout and Cellar, a direct-to-consumer wine company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management and offers a range of financial planning, asset management, and specialized retirement consulting services.

Tyler Loeffelholz is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at River Bank and Union Bank of Sparta. His professional background also includes fixed insurance product sales involving fixed annuities, long-term care, disability, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Troy Betthauser is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Outside of advising, he serves as an executor for a family estate. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Scott Bradford is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Onalaska, WI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes positions at National Life Group and Mutual of Omaha Insurance Company. Outside of his advisory role, he is also an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jess Humpal is a financial advisor with Principal Financial Services and holds the Series 63 and Series 65 licenses. She has 13 years of industry experience, including roles at United Financial Advisors, LLC, Humpal Financial Inc, Union Financial Inc, and Principal Life Insurance Company. Outside of investment advisory, she is involved in sales and service of group benefits and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kristine Birkholz is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones and its affiliated entities since 2000. 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.

Timothy Bramlett is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Kaplan University, True North Surgical, and Legacies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a broad range of planning topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate planning and investment services.

Alex Mashak is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors, he worked in several school districts including Edgar, Merrill Area, and Auburndale. Outside of his advisory role, he serves as a power of attorney to his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, using a mix of proprietary and third-party investment solutions.

Chad Tutton is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Onalaska, WI. He has three years of industry experience, including prior roles at Cetera Advisor Networks LLC and Minnesota Life Insurance Company, as well as twelve years of service in the United States Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans across a broad range of topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without discretionary trading authority for planning services.

Jeannie Dubiel is a ChFC® credentialed financial advisor with Ameriprise, based in Onalaska, WI, and has 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.