Andrew Sahlstrom is a CFP® professional with nine years of industry experience, currently serving with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Dotson Iron Castings from 2012 to 2017. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Craig Morcos is a financial advisor at LPL Financial with ten years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 registrations. His prior roles include positions at NorthRock Partners and Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by proprietary research and operational tools.

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.

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 eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 12 years at Morgan Murphy Media (WKBT-TV). 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 and investment solutions, operating under a fiduciary standard.

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.

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.

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.

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 been with Primerica Advisors since 2018 and also maintains involvement in related business activities including referrals for home security and automation products. Outside of his advisory work, he owns DHM Properties, LLC. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by third parties and supports accounts with custodial and trading services from Pershing and BNY Mellon Advisors.

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.