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.

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.

Elliot Wrasse is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background includes roles outside finance, such as positions at Grate Modern Mac & Cheese and Portillos Hot Dogs. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jay Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a business that buys, sells, and works on old trucks and parts. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Stevens Point, WI. He has eight years of industry experience, including eleven years at Associated Bank prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing approach, while maintaining separate planning and portfolio management services.

Jesirae Heuer is a ChFC® and Series 66 registered financial advisor with Edward Jones, where she has worked since 2012, accumulating 13 years of industry experience. She owns two businesses, I'm Good LLC and JJK Development LLC, both located in Wisconsin, though she does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments, offering various advisory programs and affiliated investment products through a nationwide network of over 23,700 advisors.

Logan Johnson is a Series 66 licensed advisor at OSAIC with one year of industry experience. Prior to joining OSAIC Wealth Inc, he worked at Waypoint Financial Solution, Inc. and held positions at the University of Wisconsin - Madison, Waupaca Foundry, Strongwood, and local schools in Waupaca, WI. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and allows for discretionary management or third-party manager selection.

Mitchell Kennedy is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation for eight years at headquarters and six years at a store location. Outside of his advisory role, he is the owner of MK ONYX, LLC. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and its large scale and complex affiliate network distinguish it in the industry.

Travis Rucinski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor at SAA LLC, where he manages practice operations. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative approach and a range of proprietary research and tools.

Carli Navin is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she worked at Woodbury Financial Services Inc and SII Investments, Inc. Navin is also a licensed real estate agent and serves on the board of the Waupaca Scholarship Foundation, a nonprofit focused on awarding educational scholarships. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of discretionary and third-party managed strategies.

Nichole Matowitz is a CFP® professional with 18 years of industry experience, currently with Edward Jones since 2022. She previously worked at LPL Financial and BMO Harris Financial Advisors, including roles at BMO Harris Bank. Outside of advising, she serves as a tennis coach for Pacelli Catholic Schools and is involved with a nonprofit board in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and focuses on providing fiduciary advisory services alongside additional capabilities such as trust services and securities-based lending.

Jeffrey Kolasinski is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial in Waupaca, WI. His prior work includes roles at Premier Community Bank, The Leaders Group Inc, and PDI Financial Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Adriene Kudronowicz is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at several firms including Worzalla Publishing and Quad Graphics. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bryce Ziemer is a financial advisor at Edward Jones with seven years of industry experience. His prior roles include positions at Lakeland University, Pruco Securities, LLC, and Heights Finance Corporation. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Nerdahl is a financial advisor with Ameriprise in Stevens Point, WI, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of his advisory role, he serves as the treasurer on the board of directors for Amherst Youth Football and Cheer and is a member of SAA, LLC, a business involved in succession management and practice growth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and proprietary research.

Jason Buchinger is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities, CUNA Brokerage Services, and Associated Investment Services. He is also involved with Simplicity Credit Union and Simplicity Retirement & Investment Services. 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 and access to model portfolios and third-party asset managers.

Alan Schroeder is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in real estate ownership unrelated to investments. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research and modeling to generate tailored, tax-efficient retirement recommendations.

Justin Russell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence combining quantitative and qualitative research, with offerings that incorporate ESG eligibility frameworks and broader derivatives and commodities capabilities.