Kelly Kalmes is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica since 2001 and was previously involved with St. Rose of Lima Church from 2016 to 2019. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Curtis Becker is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes roles at Organic Valley, Century Foods, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he is involved with United Processing as a process server. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Mark Smith is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and 14 years of industry experience. He has been associated with PFS Investments Inc. since 2016 and has longstanding community roles including service with the Village of Ontario and Ontario Fire & Rescue since 1994. Outside of finance, he owns Smith's Archery and operates a lawn care business in Ontario, WI. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.

Sheri Plantz is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine Birkholz is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones and its affiliated entities since 2000. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Isaac Pfuhl is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include work at PFS Investments Inc., Alamo Toyota, and Keurig Dr Pepper. He is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution through custodians like Pershing.

Timothy Bramlett is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Kaplan University, True North Surgical, and Legacies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a broad range of planning topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate planning and investment services.

Mark Dahlke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in community activities including serving as president of the Onalaska Police and Fire Commission and assisting with ski race timing in La Crosse, WI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and utilizes modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jon Ellefson is a financial advisor at Stifel with 34 years of industry experience. He has worked at Stifel since 2009. Outside of his advisory work, he serves as Vice President on the board of The Landings Condo Association and holds a voluntary leadership role as a District Representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alex Mashak is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors, he worked in several school districts including Edgar, Merrill Area, and Auburndale. Outside of his advisory role, he serves as a power of attorney to his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, using a mix of proprietary and third-party investment solutions.

Chad Tutton is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Onalaska, WI. He has three years of industry experience, including prior roles at Cetera Advisor Networks LLC and Minnesota Life Insurance Company, as well as twelve years of service in the United States Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans across a broad range of topics. The firm’s approach separates planning from portfolio management and emphasizes periodic reviews without discretionary trading authority for planning services.

Jeannie Dubiel is a ChFC® credentialed financial advisor with Ameriprise, based in Onalaska, WI, and has 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Geoffrey Klos is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He has been with Robert Baird since 1993. Outside of his advisory role, he serves as a director on the board of Union State Bank of West Salem and holds a board position at McLean Ltd., a family real estate holding company. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, and institutional entities. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brian Mlsna is a CFP® professional with 36 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a team member at Craig M Hanson & Associates, LLC, where he manages an advisory business unrelated to investments. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Brett Welch is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Cetera Advisor Networks, and Coulee Country Financial Services. Outside of his advisory role, Welch serves as treasurer for two nonprofit organizations focused on community support and environmental conservation. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering a range of brokerage and advisory services. The firm employs advanced asset allocation tools and multiple advisory platforms to construct portfolios that include a broad mix of investment products.

Jason Cobb is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Marine Credit Union for three years before joining Edward Jones in 2019. Outside of his advisory role, Cobb serves as treasurer on the board of Safe Families for Children of Wisconsin and is an advisory board member for the Safe Families chapter in La Crosse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Amy Stodola is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2005. 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. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Bryan Tornow is a CFP® professional at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Beacon Tax Partners, a tax preparation business, and volunteers as a financial coach for Wings for Widows, providing pro-bono financial guidance to widowed individuals. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement.

Michael Stangl is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation. He has eight years of prior experience in the banking industry with Citizens State Bank of La Crosse and Merchants Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Elliott Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Coulee Region Water Conditioning and Toppers Pizza. He is also involved in the 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-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.