Cole Gustke is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. He has worked at Creative Planning, LLC since 2022, and previously held roles at Wipfli Financial Advisors, LLC and Hewins Financial Advisors, LLC. Gustke’s career also includes time at the University of Wisconsin-Madison. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside sub-advisory and private market services, managing nearly $296 billion in client assets through more than 1,100 advisors.

Andrew Jarvis is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations primarily for clients maintaining assets in Ameriprise Managed Accounts.

Dane Fronek is a financial advisor at Stifel in Wausau, Wisconsin. He holds a Series 66 designation and has four years of industry experience. Prior to joining Stifel in 2022, he worked at CliftonLarsonAllen LLP and held various roles at Concordia University Wisconsin and Greenwood Hills Country Club. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Jeremy Oney is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Wausau, WI. He has two years of industry experience and has worked previously at Acuity Insurance, Wisconsin Bank & Trust, and Berkshire Hathaway Travel Protection. Outside of his advisory role, he is a member and partner of J & B Vending LLC, a vending machine business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Schliepp is a Series 66-licensed financial advisor at Robert W. Baird & Co. with 21 years of industry experience, including 19 years at Baird. He serves clients from Wausau, Wisconsin. Outside of his advisory role, he is treasurer of the Lincoln Gun Club in Merrill, Wisconsin. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a mix of discretionary and non-discretionary strategies supported by internal research and investment tools.

Charles Grugel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at SagePoint Financial Advisors, OSAIC, and Ohio National. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Wade Schuette is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and B. C. Ziegler and Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bruce Iattoni is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Cambridge in 2017, he worked at SII Investments for seven years. Outside of his advisory role, he serves as a ruling elder at Bible Presbyterian Church and has been involved with the National Ski Patrol for over 30 years, currently serving as a section chief. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms and custodians.

James Koehler is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor based in Wausau, WI. Outside of his advisory role, he is a partial owner and manager of an office building through DJK Investments, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Crossley is a financial advisor with Wells Fargo Clearing in Wausau, WI, holding Series 63 and Series 66 credentials and has 21 years of industry experience. He worked at Associated Investment Services, Inc. for 16 years prior to joining Wells Fargo Clearing in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Heather Summers is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Robert W. Baird since 2011. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across various investment strategies and account types.

Scott Thompson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2014. Outside of his advisory role, he owns a business involved in managing single-family rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that address a wide range of topics without including implementation. The firm integrates planning with managed-account options through its “WealthPlan” program while maintaining separate service structures.

Raymond Skare is a financial professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has previously worked at SII Investments Inc and operated Skare & Associates, LLC since 2000. He serves as a board member and volunteer at Mount Olive Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of portfolio management options and model-based strategies through a network of independent Financial Professionals.

Daniel Seefeldt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Cetera and affiliated entities since 2021 and operates his own expense management business, Seefeldt Financial Services, LLC. He also sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm provides a range of portfolio management and financial planning services and offers access to multiple investment strategies and third-party managers across discretionary and non-discretionary programs.

Ronald Shnowske is a financial advisor at Edward Jones in Mosinee, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Frank Barnett is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Barnett serves as vice president of the Wausau Country Club and is involved as a wealth manager with High Point Capital Group, assisting clients with investment and financial concerns. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Mc Evoy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. He previously operated McEvoy's House of Honey LLC for over a decade. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisory network with research and technology tools.

Mandy Roberts is a Series 66-credentialed financial advisor at Thrivent Investment Management with six years of industry experience. Prior to joining Thrivent in 2020, she worked in the Marathon and Mosinee School Districts. Outside of her advisory role, she teaches yoga classes and hosts wellness retreats through her business, Be Blue LLC, serves as a yoga instructor at the Woodson YMCA, and holds board and leadership positions with Wisconsin Public Radio and local community organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive written recommendations and an option to combine planning with managed-account services under consolidated billing.

Nathan Birchler is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Ringwelski is a financial advisor with Ameriprise in Schofield, WI, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, including its affiliated entities. Outside of his advisory role, Ringwelski serves on the board of Peyton's Promise and coaches 9th grade football for the DC Everest School District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.