Megan Preston is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2016. Prior to her advisory role, she worked at the University of Wisconsin-La Crosse. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage, with investment strategies supported by internal research and ongoing manager monitoring.

Kristin Beseler is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her career in finance, she spent several years at Howes Diamond Jewelers and was involved with AdvoCare International as a distributor of nutrition supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 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, operating under a fiduciary standard.

Cody Hougom is a financial advisor at Edward Jones in Holmen, Wisconsin, holding CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hilltopper Refuse & Recycling Service, Inc. and Altra Federal Credit Union. Outside of his advisory role, he serves as a youth hockey referee for USA Hockey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, 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 is noted for its extensive retail advisor and branch network as well as its affiliated financial services.

Todd Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. Outside of his advisory role, he is a limited partner in a commercial marina business in Naples, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Clifford Warden is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Financial Planning Services of La Crosse. In addition to his advisory work, he is an author and distributor of the books "The Awakening" and "The Reunion." Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to affiliated and third-party money managers.

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Todd Anderson is a financial advisor with Equitable Advisors in Onalaska, WI, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Anderson is also a member of the Black River Falls Rotary Club and serves as a trustee and estate administrator in various capacities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Lee Ann Lien is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kathleen Mc Afee is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Equitable Advisors since 2017 and has prior experience with AXA Advisors and Kimbelry Phillips Financial LLC. Outside of advising, she serves as treasurer for a family farm and is the controlling shareholder of KAMM Financial LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Eve Opland is a financial advisor with OSAIC located in Onalaska, WI, holding a Series 66 designation and bringing 12 years of industry experience. She has worked with Securities America Advisors, Inc. and Next Financial Group, Inc. prior to joining OSAIC. Outside of her advisory role, she has experience assisting clients and managing office operations through her work with Klauke Investments & Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Stephen Cohen is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Airgas and TNT Fireworks. Cohen serves as president of the West Salem Business Association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Amy Shimshak is a Series 66 licensed financial advisor with Edward Jones, based in La Crescent, MN, with two years of industry experience. She has been with Edward Jones since 2002 in various roles within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Sandra Chase is a financial advisor with Wells Fargo Clearing in Onalaska, WI, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes positions at Wells Fargo Bank, NA, Citizens State Bank, and Associated Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Masen Miller is a financial advisor at Osaic Wealth Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and McAllister Financial Services, Inc. Miller also attended the University of Wisconsin-La Crosse from 2018 to 2022. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various platforms and asset-allocation tools, supporting both discretionary and non-discretionary portfolio management.

Cory Campbell is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 designations and 15 years of industry experience. He has been with Thrivent and its affiliated entities since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Eric Guth is a financial advisor with Osaic Wealth, Inc. in La Crosse, Wisconsin, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes long tenure at Mutual of Omaha Investor Services and Mutual/United of Omaha from 1988 to 2021, followed by roles with Securities America Advisors before joining Osaic in 2024. Guth is involved in insurance sales and operates under the DBAs Executive Wealth Solutions and Futurity First Insurance Group, as well as a partnership in LifeSpan Financial Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools and various investment strategies across a broad set of investment vehicles while supporting both discretionary and non-discretionary account management.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Howard Patchin is a financial advisor at Edward Jones with four years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Equitable Advisors and spent 14 years at Johnson Controls, Inc. Outside of his advisory role, he serves as trustee for the Donald and Lorinda Patchin Family Trust, managing approximately 100 acres of farmland in Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and nondiscretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Matz is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. He has worked at multiple institutions including Kimberly Phillips Financial LLC and Firefighters Credit Union, and is a controlling shareholder of KAMM Financial, an outside business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs and third-party asset management solutions.