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.

Bryan Tornow is a CFP® professional at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Beacon Tax Partners, a tax preparation business, and volunteers as a financial coach for Wings for Widows, providing pro-bono financial guidance to widowed individuals. 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 tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Michael Stangl is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation. He has eight years of prior experience in the banking industry with Citizens State Bank of La Crosse and Merchants Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Elliott Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Coulee Region Water Conditioning and Toppers Pizza. He is also involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Wintheiser is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Marine Credit Union from 2011 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, manages over $1 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Silas Cobb is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Chart Industries, Kwik Trip, Festival Foods, and periods of study totaling several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a 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.

Paul Skarie is a financial advisor at Stifel in La Crosse, WI, with one year of industry experience. Before joining Stifel in 2025, he worked at S&S Cycle, Inc. for three years and spent 14 years at Harley-Davidson Motor Company. He also operates a consulting business focused on the motorcycle industry. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ilene Kernozek is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at Gundersen Medical Foundation and Trust Point Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Mickelsen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is involved in an agricultural and agri-tourism operation through By the Silvery Moon LLC, where he assists with farm maintenance and gardening. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm integrates goal-based analyses with client information and offers a consolidated billing option for combining planning with managed-account services, while maintaining separate planning and portfolio management functions.

Thomas Snyder is a financial advisor with LPL Financial in Lacrosse, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes positions at Edward Jones and Cetera Investment Services. Outside of finance, he serves as the head coach of the men's soccer team for the Prairie du Chien School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of advisors, offering a range of financial planning and portfolio management solutions.

Seth Volden is a financial advisor at Edward Jones in Westby, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Dakota Supply Group and has extensive experience in distribution and hospitality through roles at S&S Distributing/BILLS DISTRIBUTING and Gasser's Bar & Grill. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Patricia Tovar is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. Her career includes two years at Reyes Holdings and two separate terms at Edward Jones, totaling over a decade in the financial services sector. Edward Jones is a 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 services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Michelle Mcgraw is a Series 66 licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is also a notary. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kasey Vergin is a financial advisor with Ameriprise in West Salem, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has involvement in single-family real estate ownership. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with substantial investable assets, through its Premier Retirement Income service. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to provide tax-efficient, income-focused recommendations.

Samuel Greene is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2019. His prior roles include positions at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he coaches a youth AAA hockey team and owns several management and tax preparation businesses. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ronald Bryant is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Senior Vice President at Summit Management Group, LLC, where he oversees non-licensed operational activities including staff management, marketing support, and administrative functions. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and oversight to deliver tailored retirement income advice.

Sean Collins is a financial advisor with Raymond James Financial in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Park Bank for 12 years and has been associated with State Bank Financial since 2022 as a bank associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public finance services.

Moriah Cody is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Cody serves as Vice President on the Board of Directors for the Western Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Timothy Wuebben is a financial advisor with OSAIC in La Crosse, WI, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with River Insurance Services Inc. since 1993, where he markets insurance products. Wuebben is also a partner in River Capital Management, LLC, overseeing financial advisors in a multi-state area, and has involvement in a private woodland and hunting property investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios across a wide range of investment options.