Ryan Krueger is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at several financial institutions, including BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Trust Company, where he has been affiliated for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Lee Courtright is a financial advisor with Osaic Wealth, Inc., holding the CFP® and ChFC® designations and over 55 years of industry experience. His prior experience includes roles at Securities America Advisors and Cetera Advisors. Courtright is the owner and manager of Golden Sands Financial LLC, where he provides financial planning and advice on fixed life and annuity products, long-term care insurance, and funeral trust funding. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party money managers and wrap programs.

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.

James Robinson is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at Valic Financial Advisors for seven years before joining LPL Financial in 2010. Robinson is also a notary public. 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 and investment programs through a large network of advisors who employ a range of strategies, including model portfolios and third-party subadvisors.

Heather Brandner is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Chippewa Falls Area Unified School District for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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.

Louann Schulfer is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2009 and worked previously at Investment Advisors International, Inc. from 2007 to 2009. Schulfer is also the author of a book, an activity she has pursued since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, supported by model portfolios, third-party subadvisors, and advisory technology tools.

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.

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.

Angela Karlen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at BMO Bank NA, Texas Roadhouse, and Peoples State Bank. She has also worked in educational and childcare settings. 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 and model portfolio programs, supported by a large network of advisors and a variety of investment strategies.

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 who holds a Series 66 designation and has 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Nerdahl serves as Treasurer on the Board of Directors for Amherst Youth Football and Cheer and is involved in succession management and practice growth through his membership in SAA, LLC. Ameriprise offers comprehensive retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Buchinger is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities and CUNA Brokerage Services. He also serves as a program manager for Simplicity Retirement & Investment Services and is involved with Simplicity Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment programs, combining a broad platform with operational tools and diverse asset management strategies.

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.

Kirill Romashov is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Sentry Insurance and Valley Communities Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dorece Johnson is a CFP® professional with 22 years of experience in the financial industry, currently serving at Edward Jones since 2004. She holds a Series 63 license and is based in Stevens Point, WI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. 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.

Nickolas Allar is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and the Lafayette County Sheriff's Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and a variety of investment options to construct client portfolios.

Justin Russell is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jeffrey Hohn is a CFP®-certified financial advisor with Edward Jones, based in Plover, WI. He has 31 years of industry experience, all with Edward Jones since 1994. Outside of his advisory work, his family owns farmland in Vermillion, SD. 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, supported by a large national network of financial advisors and branch offices.

Michael Henschel is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Old National Bank (formerly Anchor Bank) since 2005. Henschel serves as a board member for God's 911 Team, a nonprofit organization in Wautoma, WI, formed by local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.