Teresa Zastrow is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations, and has 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Funds Distributor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Steven Story is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has worked as a fixed insurance agent since 2001. He is also president of Steven Story & Associates, Inc., a marketing entity related to his insurance and financial services activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a notable emphasis on non-discretionary assets and a combination of fee-based and commission-based options.

Brant Meyer is a financial advisor with Principal Financial Services in Wausau, WI. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at True North Advisors of WI and ACADIA Pharmaceuticals Inc. Meyer also works as a financial advisor for Union Financial, Inc., where he provides support to members of IBEW Local 2150 with group benefits and retirement strategies. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Brandon Vecchio is a financial advisor at Hornor, Townsend & Kent, LLC with over seven years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has previous experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Amanda Molin is a CFP® and holds a Series 65 license with ten years of industry experience. She currently works at Creative Planning and has previous experience with Wipfli Financial Advisors and Hewins Financial Advisors. She serves as a board member and Treasurer for the Humane Society of Marathon County, overseeing the organization's financial wellness. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth and ultra-affluent individuals as well as institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Theresa Artac is a CFP® professional with nine years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at Ameriprise Financial Services, Inc. from 2015 to 2018. In addition to her advisory role, she places insurance and fixed annuity contracts outside of Guardian/PAS offerings. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

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 in Wausau, WI, holding Series 63 and Series 65 credentials and with five years of industry experience. He has worked with Cetera and its affiliates since 2021 and operates his own expense management business, Seefeldt Financial Services, LLC. Prior to his financial advisory career, he was employed at Foot Locker for five years. Seefeldt also sells fixed insurance products including life, health, disability, annuities, and long-term care coverage. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with access to affiliated and unaffiliated third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.