Douglas Bostrom Sr. is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Pruco Securities and Prudential Insurance Company of America. He also operates Bostrom Group, a financial advisory and insurance service. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Evan Bostrom is a Series 66 registered advisor with LPL Enterprise and has three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has been involved with Trout Lake Camps for six years and worked in the Hudson School District for nine years. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

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 22 years of industry experience. He worked at SII Investments, Inc. for nine years before joining LPL Financial in 2018. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Harbour Investments Inc., Invest Financial Corporation, and Transamerica Financial Advisors. In addition to his advisory role, he is a 1099 contractor providing tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Chad Shafer is a financial advisor with Cetera who holds a PFS™ designation and has 19 years of industry experience. He has previously worked at Avantax Investment Services, Inc. and leads his own tax preparation and accounting firm, Shafer Financial Services, SC, which he has operated since 2005. In addition to his advisory work, Shafer is a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business called Headed North, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various investment program options and custodial relationships.

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, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has previously worked with Investment Centers of America, Inc. and has been associated with GWM Advisors, LLC for the past eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

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, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at several firms, including GWM Advisors, LLC dba CPR Wealth Advisors, Investment Centers of America, Edward Jones, and Wells Fargo Clearing. In addition to his role at LPL, he provides investment advisory services through GWM Advisors, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Zachary Huppert is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at NewEdge Advisors and CPR Wealth Advisors, among other roles. Outside of advising, he provides administrative support to NewEdge Advisors, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining extensive scale with diversified financial activities.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

Hillary Stubbe is a financial advisor with Edward Jones in Ellsworth, WI, holding a Series 66 credential and five 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 with over 23,000 financial advisors serving more than four million individual and institutional clients. The firm 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.

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.