Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Joshua Wikstrom is a financial advisor with Thrivent Investment Management in Hudson, WI. He holds a Series 66 designation and has six years of industry experience. Prior to joining Thrivent, he worked at General Motors for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines planning with managed-account services under a consolidated billing option while keeping these services separate.

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, 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 through a large network of financial advisors and branch offices across the United States.

Kyle Overby is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has operated his own tax and accounting practice since 2003 and serves on the boards of the Clear Lake Golf Club and the Clear Lake Dollars for Scholars, acting as treasurer for both organizations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors nationwide, offering portfolio management, financial planning, and retirement services to a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm provides a multi-manager platform with options ranging from model portfolios to bespoke strategies and manages over $256 billion in assets.

Kayla Harle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Affiance Financial and the City of New Richmond. Her background also includes roles in education and veterinary services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Nicole Brunner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Prudential, Saybrus Partners, and AIG. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate entities. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a variety of advisory and brokerage services through a multi-advisor platform.

Allison Butler is a CFP® with 10 years of industry experience currently serving at Edward Jones since 2016. She also has an academic role at UW-Eau Claire. 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 through a large network of financial advisors and branch offices.

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.

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 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 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.

Benjamin Eby is a financial advisor at Edward Jones with three years of industry experience. He previously worked at New York Life/D55 for four years and served seven years in the United States Air Force. 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 financial advisors and branch offices.

Christopher Henning is a financial advisor with OSAIC based in New Richmond, WI. He holds the ChFC® designation and has 28 years of industry experience, including 11 years at Woodbury Financial Services, Inc. Henning also serves as president of Christopher Henning Consulting Co., where he coaches individuals and their staff on technology use in financial practices. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to a broad range of investment programs and third-party managers.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Heidi Gemuenden is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than 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.

Randy Penkwitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Investment Centers Of America, Inc. and has been associated with LPL Financial since 2017. Penkwitz provides investment advisory services through GWM Advisors, LLC, an independent registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.