Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Thrivent Financial and has served as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios built from mutual funds, ETFs, and ETPs.

Jesse Kvitek is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in his community as the Immediate Past Commodore of the St. Croix Yacht Club. 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 across a range of financial topics, with options to combine planning and managed accounts under a consolidated billing system.

Chad Kulzer is a financial advisor with OSAIC based in New Richmond, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of advising, Kulzer co-owns and operates RiverLink Staffing, Inc., a staffing and insurance services business, and is involved in the New Richmond Chamber of Commerce. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.

Alexander Burian is a financial advisor with LPL Financial based in River Falls, WI, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with LPL Financial since 2022 and also serves with Cuna Brokerage Services, Inc. and Westconsin Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses advanced research and technology in its investment approach.

Jacob Hutchins is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes positions at Lyft, Uber, River City Air, and MGM Wine & Spirits. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients with a range of investment advisory programs. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyson Lybeck is a CFP® professional based in New Richmond, WI, affiliated with Edward Jones. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Bostrom Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with LPL Enterprise since 2024 and previously worked with Pruco Securities, LLC and Prudential Insurance Company of America. Bostrom also operates the Bostrom Group Financial Advisory & Insurance Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Evan Bostrom is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Trout Lake Camps for six years and previously worked for the Hudson School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of advisory and brokerage services supported by its integrated platform and access to model portfolios, third-party asset management, and insurance products.

Christopher Wicker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He previously worked at Harbour Investments Inc. and has operated Wicker Financial Services since 2009, where he also engages in tax preparation and accounting as a 1099 contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting supported by model portfolios, third-party research, and a range of investment strategies.

Chad Shafer is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and 65 licenses and has 18 years of industry experience. He has worked with Avantax Investment Services, Inc. for 18 years and leads Shafer Financial Services, SC, a tax preparation and accounting business. Additionally, he serves as a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business in Baldwin, WI. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Janet Schoenrock is a Series 66-registered financial advisor with Edward Jones in New Richmond, WI. She has been with Edward Jones since 2012 and has one year of formal industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

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.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Nicholas Jackson is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He has been with Edward Jones since 2012. 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, supported by a nationwide network of more than 23,700 financial advisors.

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.

Mac Kenzie Zajec is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Advisor Networks LLC, Avantax firms, and Rush River Wealth Management LLC. Outside of advisory work, he is involved in farming and land leasing through his business Rush2Harvest. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.