Adam Swanda is a financial advisor with LPL Financial in New Richmond, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to various model portfolios and research.

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 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 Reese is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of advising, he works part-time as a prep cook at Outpost Bar and Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 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 Henning is a financial advisor at OSAIC with 27 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 11 years. Henning is also president of Christopher Henning Consulting Co., where he coaches individuals and their staff on efficiently using technology in their practices. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Katie Swenby is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 designations. She has four years of industry experience, including prior roles at 3M. Outside of her advisory work, she is active in the Glenwood City community, serving as a committee member for the Glenwood City Area Community Club and secretary of the Community Foundation of Glenwood City. She and her husband are also purchasing the commercial building where her office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning analyses across a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

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.