Thomas Glavin is a financial advisor with Ameriprise in Rosholt, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the Board of Directors for the First Choice Pregnancy Resource Center in Stevens Point, WI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Gr Hartsough is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Stifel Nicolaus for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is a member of GR54467, LLC and HH Ranch LLC, both non-investment-related business ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Bailey Zdroik is a Financial Consultant currently working at Fidelity Investments. Prior to this role, Bailey held several positions within the company, including Investment Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and High Net Worth Representative from 2021 to 2022. Bailey also gained experience as a Client Relationship Associate at Vanguard between 2021 and 2022. Bailey has worked at two of the world's largest asset management firms, gaining broad exposure to diverse wealth planning scenarios and client dynamics. This experience has equipped Bailey with the tools to navigate complex financial landscapes while maintaining a focus on client needs. Bailey holds a California Insurance License.

Logan Boettcher is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Filbrandt Wealth Management and held various positions at the University of Wisconsin–Madison. He serves on the Board of Directors for the Boys and Girls Club of Wisconsin Rapids Area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

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.

Sharon Zeman is a financial advisor with Edward Jones in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. She previously worked with the Heart of Wisconsin Chamber of Commerce Inc for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services supported by a large national network of financial advisors and branch offices.

Michelle Keyzer is a financial advisor with Raymond James Financial in Wisconsin Rapids, WI, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2003 and also owns M&M Financial Services, a support company for her Raymond James office. Additionally, she works as an independent contractor booking travel for friends and family through a business called Touring and Cruises. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance work through unique affiliations.

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.

Skye Manning is a financial advisor at Edward Jones in Wisconsin Rapids, WI, with 12 years of industry experience. She holds the ChFC® designation as well as Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2019, she worked for THRIVENT Financial for 10 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Ryan Krueger is a financial advisor with LPL Financial in Stevens Point, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at BMO Harris Financial Advisors and BMO Harris Bank. Krueger also serves in various capacities with M&I-related entities, including trust, insurance, and brokerage services. 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, employing model portfolios, third-party asset managers, and customized strategies, supported by technology tools but without relying on them for client investment decisions.

Tyler Thormann is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2020 and previously worked at Cranberry Creek Cranberries Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lee Courtright is a financial advisor with Osaic Wealth, Inc. based in Stevens Point, Wisconsin. He holds CFP® and ChFC® credentials and has 55 years of industry experience, including previous roles at Securities America Advisors and Cetera Advisors LLC. Outside of his advisory work, he owns and manages Golden Sands Financial LLC, which provides financial planning and services related to fixed life insurance, annuities, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services utilizing various asset-allocation tools and supports multiple advisory platforms and third-party managed-account solutions.

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.

Beth McKinney is a financial advisor with Primerica Advisors in Wisconsin Rapids, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1995 and has prior experience that includes roles at Assumption Catholic Schools and self-employment. In addition to her advisory work, she has involvement in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and supports advisory services through a large network of financial advisors.