Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Alice Naef is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America and SII Investments, Inc. in advisory roles. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Kloehn is a financial advisor with Thrivent Investment Management in New London, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Kloehn serves as a board member for both the New London Police and Fire Commission and the New London Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm emphasizes holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.