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 63 and Series 65 credentials and has 14 years of industry experience. He has worked with PFS Investments Inc. since 2016 and has longstanding involvement with community organizations such as Village of Ontario and Ontario Fire & Rescue since 1994. Outside of financial advising, he owns Smith's Archery and Smith's Lawn Care in Ontario, WI. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through 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.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

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 28 years of experience in financial advising. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC for seven years prior. Outside of his advisory work, he serves as president of the Onalaska Police and Fire Commission and assists with timing at local ski races. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Jon Ellefson is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 2006 to 2009. Outside of his advisory role, Ellefson serves as Vice President of the Landings Condo Association board and holds a voluntary leadership position as a district representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology 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.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.