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.

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®-certified financial advisor with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses and is based in La Crosse, WI. Outside of his advisory role, Dahlke assists with ski race timing in La Crosse and serves as president of the Onalaska Police and Fire Commission. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Kristi Budin is a financial advisor with Thrivent Investment Management in Sparta, WI, holding a Series 66 designation and five years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2020, following a decade of experience at John Budin - Thrivent Financial from 2010 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning without portfolio management or institutional advisory services, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Brett Welch is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Securities America, Inc. for eight years and has been associated with Coulee Country Financial Services for 20 years. Welch serves as treasurer for two nonprofit organizations, Everybody Bikes and the Upper Mississippi Isaac Walton League. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and wrap programs. The firm employs a variety of asset-allocation and portfolio management tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Elliott Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Coulee Region Water Conditioning and Toppers Pizza. He is also involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Wintheiser is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Marine Credit Union from 2011 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, manages over $1 trillion in assets, and maintains a large nationwide network of advisors and branch offices.