Dennis Glover is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CreativeOne, he worked at Sunshine Floral and has been involved with KKAT LLC since 2013. Outside of his advisory role, Glover serves as Vice President and COO of the Twenty-First Century African Youth Movement, a nonprofit focused on economic and social empowerment for youth in Africa. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Jamie Eklov is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial for nine years. Eklov served in the Army Reserves for 15 years and operates his own business, Delta23 Outfitters, which is not investment related. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisors and approved third-party managers.

Jeffrey Edwards is a CFP® professional with 24 years of experience in the financial industry. He has been with Associated Investment Services, Inc. since 2013. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with approximately $1.169 billion in assets under management.

Paul Block is a financial advisor with Harbour Investments, Inc. in La Crosse, WI, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Harbour Investments since 2005 and also operates Block Financial LLC, which he founded in 2002. Outside of his advisory role, he is an independent insurance agent involved in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Sheri Murak is a financial advisor at Archer Investment Corporation with a Personal Financial Specialist (PFS™) designation. She has been involved with PKC3, LLC, a tax and accounting firm, since 2015 and worked at the University of Wisconsin LaCrosse from 2016 to 2018. Murak has no prior industry experience as a financial advisor. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

Brent Peterson is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Virtue Capital Management and Interstate Wealth, LLC since 2017 and previously spent 11 years with USA Financial Securities Corporation and Momentum Financial. Outside of his advisory role, he is involved in sales of fixed life, annuities, long-term care products, and also sells gold and silver. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic investment approaches, supported by an investment committee, and offers financial planning, portfolio management, and sub-advisory services through a multi-team model.

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.

Ethan Uradnik is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Bank, N.A. and Fidelity Investments. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Jonathan Holthaus is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Country Boom LLC, a music festival, and Holthaus Financial Group, which focuses on life and long-term care insurance sales. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services among other investment options. The firm employs both discretionary and non-discretionary management strategies and integrates digital advice and multiple custodial platforms in client solutions.

John Hansen is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Hansen is a referee/official in Ontario, WI, and owns two companies, Hansen House, LLC and Hansen Housing, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

Kelly Kalmes is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica since 2001 and was previously involved with St. Rose of Lima Church from 2016 to 2019. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Curtis Becker is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes roles at Organic Valley, Century Foods, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved with United Processing as a process server. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Mark Smith is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and 14 years of industry experience. He has been associated with PFS Investments Inc. since 2016 and has longstanding community roles including service with the Village of Ontario and Ontario Fire & Rescue since 1994. Outside of finance, he owns Smith's Archery and operates a lawn care business in Ontario, WI. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Sheri Plantz is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Isaac Pfuhl is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include work at PFS Investments Inc., Alamo Toyota, and Keurig Dr Pepper. He is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution through custodians like Pershing.

Mark Dahlke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in community activities including serving as president of the Onalaska Police and Fire Commission and assisting with ski race timing in La Crosse, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and utilizes modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jon Ellefson is a financial advisor at Stifel with 34 years of industry experience. He has worked at Stifel since 2009. Outside of his advisory work, he serves as Vice President on the board of The Landings Condo Association and holds a voluntary leadership role as a District Representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian Mlsna is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a team member at Craig M Hanson & Associates, LLC, where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Amy Stodola is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services 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 a large network of financial advisors and branch offices nationwide.