Alison Lohmann is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2018. Prior to that, she worked at Dreamscape Planning and CETERA Advisor Networks LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm emphasizes asset allocation and retirement planning using proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Kurt Haugen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. He is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kyle Bartholomay is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at U.S. Bancorp Investments, Inc. and Blaze Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan solutions, and access to alternative investments and lending platforms, operating with a hybrid adviser/broker-dealer structure and a distinctive co-advisory and third-party management model.

Teresa Lockbaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Thrivent Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Laura Pope is a CFP® with 27 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. She has worked with Transamerica Investors Securities Corporation since 2014 and Transamerica Retirement Management since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolio programs and investment education services supported by Morningstar Investment Management’s proprietary software and research. The firm operates at scale with a focus on non-discretionary asset management rather than standalone financial planning.

James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jessica Barbey is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc., Wells Fargo Clearing, and Woodbury Financial Services, Inc. Outside of finance, she is involved in retail operations as a cashier at Devine Liquors, LLC in River Falls, WI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and third-party management of mutual funds and ETFs.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 wide range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Luke Ellis is a financial advisor with Ameriprise in Bayport, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ellis is involved in leadership and operational oversight of Peniel Reflection, LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Morey Wade is a financial advisor with Cetera in River Falls, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Cetera in 2024, he spent 20 years at PNC. He also operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. 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, supported by a large nationwide network of advisors and offices.

Jeremy Raverty is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked for fifteen years at Rolling Plains Builders, Inc. 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 more than 23,000 financial advisors.

Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Todd Rabell O'halloran is a financial advisor with Thrivent Investment Management in Hastings, MN, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he works in the hospitality field as a server and bartender at a local restaurant and as a cook for a food vendor at the Minnesota State Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s services do not include implementation of recommendations and maintain separate planning and managed-account offerings under a consolidated billing option.

Carter Christensen is a Series 66 licensed advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at WESTconsin Credit Union and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

John Orourke is a financial advisor with LPL Financial in Hammond, Wisconsin. He holds a Series 63 designation and has 42 years of industry experience, including 39 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Jodi Jenson is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.