Geoffrey Klos is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He has been with Robert Baird since 1993. Outside of his advisory role, he serves as a director on the board of Union State Bank of West Salem and holds a board position at McLean Ltd., a family real estate holding company. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutional entities. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Miranda Dearborn is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Bluff View Bank in various capacities since 2018. Additionally, she serves on the marketing committee and manages social media and customer service for Bluff View Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and custodial relationships.

Brett Welch is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Cetera Advisor Networks, and Coulee Country Financial Services. Outside of his advisory role, Welch serves as treasurer for two nonprofit organizations focused on community support and environmental conservation. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a range of brokerage and advisory services. The firm employs advanced asset allocation tools and multiple advisory platforms to construct portfolios that include a broad mix of investment products.

Jason Cobb is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Marine Credit Union for three years before joining Edward Jones in 2019. Outside of his advisory role, Cobb serves as treasurer on the board of Safe Families for Children of Wisconsin and is an advisory board member for the Safe Families chapter in La Crosse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Timothy Mueller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His work history includes roles at Lacrosse Tribune and City Brewery Co, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee models.

Chase Gould is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked primarily with Thrivent Financial since 2020. His prior work includes roles at Precision Dose and Forest Springs Camp & Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple areas without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ella Jordan is a financial advisor with Edward Jones in West Salem, Wisconsin. She holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at Altra Federal Credit Union and has experience in retail through Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Ethan Anderson is a financial advisor with Equitable Advisors in Onalaska, WI. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Anderson has been involved with Anderson Financial and has worked as a self-employed basketball trainer. He is also an assistant varsity basketball coach at Onalaska High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Paul Gunderson is a CFP® and Series 66-licensed financial advisor with Edward Jones in Holmen, WI, with eight years of industry experience. He has been with Edward Jones since 2017, following four years at Capital One Services II, LLC. Outside of his advisory role, he is involved in the sale of farm produce as a hobby. 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 through a broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Vincent Ruger is a financial advisor with Ameriprise in Holmen, Wisconsin, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Ruger is involved in his local community as a varsity assistant basketball coach and basketball official for the Holmen School District, and serves as treasurer for Holmen Youth Basketball. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jennifer Akins is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. 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 under management and 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.

Andrew Sahlstrom is a CFP® professional with nine years of industry experience, currently serving with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Dotson Iron Castings from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Hennessy is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Stifel for two years and U.S. Bank for thirteen years. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Minor is a financial advisor with Edward Jones in La Crescent, MN, holding the ChFC® designation and Series 66 license, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for nine years at Eau Claire Automotive Group. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Lisa Newman is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She has been with Robert W. Baird since 1999 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies from traditional to complex allocations.

Joseph Lewis is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior work includes positions at Quantum Group Planners and Cetera Wealth Services, LLC. Outside of his advisory work, he has been involved with Rush Wisconsin West Soccer since 2015. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Bradley Mills is a financial advisor with LPL Financial based in Onalaska, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior firms include FSC Securities Corporation, Raymond James & Associates, UBS Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a variety of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, supporting a broad range of investment strategies and operational tools.

Karolyn Winkler is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 and has also been self-employed as a freelance editor since 2011. In her freelance work, she focuses on editing publications such as resumes and newsletters. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Tarren Hall is a financial advisor with Equitable Advisors in Onalaska, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LL Financial LLC, BMO Bank N.A., and Thrivent Financial. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party managers.