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Vincent S
Series 66
River Falls, WI
Edward Jones
Vincent Seidling is a Series 66-credentialed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns a farm in Beldenville, WI, and serves as a trustee on the River Falls Area Hospital Board of Trustees. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
Adam S
Series 63, Series 65
New Richmond, WI
LPL Financial
Adam Swanda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Christopher C
Series 66
New Richmond, WI
Edward Jones
Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Jill S
CFP®, Series 66
New Richmond, WI
Edward Jones
Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.
Derek R
Series 66
Baldwin, WI
LPL Financial
Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes positions at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining LPL Financial and WESTconsin Credit Union. Outside of advisory work, he is employed as a prep cook at Outpost Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a mix of proprietary models, third-party subadvisors, and customized strategies.
Colin E
Series 66
Somerset, WI
Edward Jones
Colin Eral is a financial advisor at Edward Jones in Somerset, WI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Outreach Enterprises LLC and Royal Mechanical. 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 nationwide network of advisors and branch offices.
Melanie W
Series 66
River Falls, WI
Edward Jones
Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.
Christopher H
ChFC®, Series 63
New Richmond, WI
OSAIC
Christopher Henning is a financial advisor at OSAIC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes 11 years at Woodbury Financial Services, Inc. Henning is also president of Christopher Henning Consulting Co., where he coaches individuals and their staff on using technology efficiently in their practices. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios.
Katie S
Series 63, Series 65
Glenwood City, WI
Thrivent Investment Management
Katie Swenby is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she worked at 3M from 2015 to 2021. Outside of her advisory duties, Swenby is involved in local community organizations in Glenwood City, WI, serving as a committee member for the Glenwood City Area Community Club and as secretary for the Community Foundation of Glenwood City. She is also co-owner of a commercial office building used by her advisory team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations across a broad range of planning topics but does not provide portfolio management for institutional clients.
Thomas B
CFP®, Series 63
River Falls, WI
Cetera
Thomas Brown is a financial advisor with Cetera, holding CFP® and Series 63 credentials and over 44 years of industry experience. His career includes roles at Brown Financial, LLC; Advicelink Financial Advisors; North Star Consultants, Inc.; and Securian Financial Services. He is also an owner of Brown Financial, LLC and involved with North Star Resource Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.
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