Kimberly Rock is a financial advisor at Ameriprise with two years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Outside of her advisory role, she is an independent consultant for Norwex and a wellness advocate for doTERRA. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nichole Matowitz is a CFP® professional with 18 years of industry experience, currently with Edward Jones since 2022. She previously worked at LPL Financial and BMO Harris Financial Advisors, including roles at BMO Harris Bank. Outside of advising, she serves as a tennis coach for Pacelli Catholic Schools and is involved with a nonprofit board in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and focuses on providing fiduciary advisory services alongside additional capabilities such as trust services and securities-based lending.

Suzanne Pilger is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Building Blocks Learning and is a member of the First Congregational Church, UCC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Isaac Schield is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team and a distinctive enrollment process requiring certain asset levels and includes managed account assets in its recommendations.

Adriene Kudronowicz is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at several firms including Worzalla Publishing and Quad Graphics. 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 financial advisors and branch offices.

Angela Karlen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at BMO Bank NA, Texas Roadhouse, and Peoples State Bank. She has also worked in educational and childcare settings. 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, including financial planning and model portfolio programs, supported by a large network of advisors and a variety of investment strategies.

Bryce Ziemer is a financial advisor at Edward Jones with seven years of industry experience. His prior roles include positions at Lakeland University, Pruco Securities, LLC, and Heights Finance Corporation. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over 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.

Michael Nerdahl is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Nerdahl serves as Treasurer on the Board of Directors for Amherst Youth Football and Cheer and is involved in succession management and practice growth through his membership in SAA, LLC. Ameriprise offers comprehensive retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Buchinger is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities and CUNA Brokerage Services. He also serves as a program manager for Simplicity Retirement & Investment Services and is involved with Simplicity Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment programs, combining a broad platform with operational tools and diverse asset management strategies.

Alan Schroeder is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in real estate ownership unrelated to investments. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research and modeling to generate tailored, tax-efficient retirement recommendations.

Joseph Arnold is a financial advisor with Edward Jones in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Fox LLC and Maxair Incorporated. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Kirill Romashov is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Sentry Insurance and Valley Communities Credit Union. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dorece Johnson is a CFP® professional with 22 years of experience in the financial industry, currently serving at Edward Jones since 2004. She holds a Series 63 license and is based in Stevens Point, WI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nickolas Allar is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and the Lafayette County Sheriff's Office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using proprietary asset-allocation tools and a variety of investment options to construct client portfolios.

Justin Russell is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jeffrey Hohn is a CFP®-certified financial advisor with Edward Jones, based in Plover, WI. He has 31 years of industry experience, all with Edward Jones since 1994. Outside of his advisory work, his family owns farmland in Vermillion, SD. 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, supported by a large national network of financial advisors and branch offices.

Michael Henschel is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Old National Bank (formerly Anchor Bank) since 2005. Henschel serves as a board member for God's 911 Team, a nonprofit organization in Wautoma, WI, formed by local churches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Casper is a financial advisor with Thrivent Investment Management in Wisconsin Rapids, WI. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent Financial since 2015. Outside of his advisory role, he is involved in a family maple syrup business and helps manage lawn mowing services, activities aimed at teaching entrepreneurial skills to his children. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm delivers these services through a nationwide network of advisors without discretionary trading authority, emphasizing planning separate from investment management.

Christine Tyjeski is a financial advisor at Osaic Wealth Inc. with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services Corp. Tyjeski has involvement with Kubluh Investments LLC, a business entity for tax and investment purposes. Osaic Wealth Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools and supports various investment vehicles and third-party managed account solutions.

Mathew Colemer is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2012 in various capacities. Outside of advisory services, he is involved in consulting through his own company, Mathew Colemer, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.