Timothy Carlson is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. His prior roles include positions at Westconsin Credit Union and Cuna Brokerage Services, Inc. outside of advising, he serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by LPL Research and third-party subadvisors.

Sarah Berg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at H&R Block for one year and spent twenty years at Starbucks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Patrick Zastrow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Financial Services since 1999 and with Primerica Advisors since 2018. Outside of advisory roles, he is involved part-time in 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-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, with approximately $15.5 billion in assets under management.

Marsha Shafer is a financial advisor at Cetera with over 33 years of industry experience. She holds a Series 63 designation and has worked with multiple firms, including Avantax Advisory Services and Shafer Financial Services, which she has owned since 1992. Shafer is also involved in tax preparation and advisory services through Shafer Financial Services, SC and Tax-Smart Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment strategies.

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Andrea Monchilovich Pickerign is a financial advisor at Fidelity with 26 years of industry experience. She previously worked at RBC Capital Markets for eight years before joining Fidelity Investments. Outside of her advisory role, she is an independent beauty consultant, teaching and selling skin care products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Jennifer Most is a Series 66-licensed financial advisor with Edward Jones in Baldwin, WI, and has two years of industry experience. Prior to joining Edward Jones, she worked for seven years at Allina Health. 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.

Daniel Timmerman is a CFP®-credentialed financial advisor with Edward Jones in Hudson, WI, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he holds a non-voting ownership share in the Hudson Food Co-op, a local grocery cooperative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated trust and lending services.

Shawn Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Mass Mutual and MetLife Securities. Walsh is a part owner of Vestcore Financial Group, where he manages daily operations and supports clients with brokerage and advisory services. He also serves as president of the Greenhaven Men's Club in Anoka, MN. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party investment strategies.

Layne Morgan is a financial advisor with Edward Jones in Hudson, WI, holding Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Edward Jones, Morgan’s background includes roles in music and various self-employed ventures. Outside of advising, Morgan is involved in music as a trumpet player and occasionally gives lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of financial advisors and branches.

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.

Chad Elfe is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2022. Prior to joining Thrivent, he held positions at Autoselect, Dorsch Ford Lincoln Kia, and Raized. Outside of finance, Elfe serves as Lead Pastor at Luther Memorial Lutheran Church in River Falls, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across topics like retirement, tax, estate, and special needs planning without discretionary portfolio management.

Devon Schoenbohm is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in New Richmond, WI, he holds Series 63 and Series 65 licenses. Schoenbohm has a sole proprietorship used as a household employer for personal purposes. Edward Jones is a wealth management firm serving over four million clients, including individual, institutional, and charitable entities. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. 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 planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. Edward Jones is a full-service wealth management firm serving more than 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 nationwide network of financial advisors and branch offices.