Timothy Gillespie is a financial advisor with Ameriprise in De Soto, WI, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2005 and has owned Gillespie Insurance & Real Estate since 1979. Outside of his advisory role, he serves as Village President of De Soto and is involved with local park and parish council boards. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team.

Kevin Mclain is a financial advisor at Stifel with 36 years of industry experience and holds a Series 63 license. He has been with Stifel Nicolaus & Co Inc since 2013 and has operated Jd Mclain since 1984. Outside of his advisory work, he has ownership interests in Cary Specialty Services and farmland in Wisconsin. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Ryan Hennessy is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Stifel for two years and U.S. Bank for thirteen years. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Minor is a financial advisor with Edward Jones in La Crescent, MN, holding the ChFC® designation and Series 66 license, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for nine years at Eau Claire Automotive Group. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Evan Stanek is a CFP®-designated financial advisor with Edward Jones in La Crosse, WI, with six years of industry experience. Prior to his current role, he worked in donor development and held positions at Schreiber Foods and the University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nolan Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to Cetera, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he serves on the board of directors for La Crosse Oktoberfest and assists with various festival operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Cory Roupe is a financial advisor at Edward Jones with 32 years of industry experience, having been with the firm since 1993. He holds a Series 63 designation. Outside of his advisor role, Roupe is a board member of the Aquanis Catholic Schools Foundation in La Crosse, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Joshua Fortun is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Curtis Bisek is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Morgan Murphy Media (WKBT-TV) for twelve years. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Linse is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering analysis and allocation guidance for financial planning and asset management.

Craig Hanson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Hanson is also the owner of a separate business entity, Craig M. Hanson & Associates, LLC, which is unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Amy Sjolander is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of experience at the firm. She previously worked at Shopko for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Kincaid is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the finance committee of NewLife Equipping Ministry in El Dorado, KS. 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 offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Eric Evenstad is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with firms including Avantax and currently serves on the Westby Area School Board. Outside of advising, he is president of the Fine Arts Foundation of the Westby Area and assists as a robotics program coach for local schools. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment programs and third-party manager access, managing over $256 billion in assets.

Gary Bergman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he works as a self-employed math tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Duncan Mckinney is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2018 and Primerica Financial Services since 2017. Outside of financial services, he is involved in non-investment activities including referrals for home security and automation products. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies mainly on model-driven strategies managed by third-party asset managers. The firm supports approximately 3,698 advisors and manages around $15.5 billion in assets.

Derek Hartleip is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His prior work includes roles at Altra FCU, Aflac, and UW-La Crosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a mix of proprietary research and third-party strategies.

Ryland Wall is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Talon Protection Agency. Outside of his advisory role, he serves as a part-time umpire for youth baseball and works as an event server at a local winery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Breanna Malin is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory work, Malin serves as Vice President of the Winona Figure Skating Club and participates in leadership and advisory roles with local Methodist church committees. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning based on probabilistic modeling.