Evan Bostrom is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Trout Lake Camps for six years and previously worked for the Hudson School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides a range of advisory and brokerage services supported by its integrated platform and access to model portfolios, third-party asset management, and insurance products.

Luke Meier is a financial advisor with Ameriprise in Hudson, WI, holding Series 63 and Series 66 credentials and with 15 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is a co-owner of a non-investment-related business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team, supporting a broad range of advisory, brokerage, and insurance solutions.

Jason Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Stephen Madsen is a CFP® with 35 years of experience in the financial services industry. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC and Lake Elmo Bank, where he serves as Vice President of the Investment Department. Madsen is also an insurance agent licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, third-party manager options, and over $256 billion in assets under management.

Christopher Wicker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He previously worked at Harbour Investments Inc. and has operated Wicker Financial Services since 2009, where he also engages in tax preparation and accounting as a 1099 contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting supported by model portfolios, third-party research, and a range of investment strategies.

Chad Shafer is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and 65 licenses and has 18 years of industry experience. He has worked with Avantax Investment Services, Inc. for 18 years and leads Shafer Financial Services, SC, a tax preparation and accounting business. Additionally, he serves as a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business in Baldwin, WI. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Courtney Doerfler is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 16 years of industry experience, including prior roles at Investment Centers of America, Inc. and GWM Advisors, LLC (DBA CPR Wealth Advisors). She is also involved with GWM Advisors, LLC as a registered investment advisor outside of her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Ross Hillukka is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Prudential Annuities Distributors and Prudential Insurance Company of America. He serves as Treasurer of the Woodbury Community Foundation, where he assists with budgeting and financial education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Nicholas Jackson is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He has been with Edward Jones since 2012. 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, supported by a nationwide network of more than 23,700 financial advisors.

Kaili Perron is a Series 66-licensed financial advisor with Edward Jones, based in Hastings, MN, and has five years of industry experience. Prior to joining Edward Jones, Perron worked at Regions Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Roberts is a financial advisor at Edward Jones in Hastings, MN, holding CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, he served in the United States Navy from 2016 to 2020 and was involved with Coffee Bene from 2014 to 2020. Roberts is also an owner of Yambaily LLC, a marketing business, and occasionally performs music under the name Yambaily. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Huppert is a financial advisor with LPL Financial, holding the Series 66 designation and having two years of industry experience. His prior roles include positions at NewEdge Advisors, LLC and CPR Wealth Advisors. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver research-driven, non-discretionary recommendations that integrate tax efficiency and adaptive withdrawal strategies, supported by algorithmic automation and ongoing oversight.

Hillary Stubbe is a Series 66-licensed financial advisor with Edward Jones, based in Ellsworth, Wisconsin, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kohl's for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

John Steenis is a CFP® and holds a Series 66 designation, currently serving as a financial advisor with Edward Jones in Hudson, WI. He has seven years of industry experience, including time at Phillips-Medisize prior to joining Edward Jones in 2018. Outside of his advisory work, he manages a rental property LLC formed for real estate holdings in Arizona. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices across the United States.

Ronald Jenkins is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.