Kevin Cohrs is a financial advisor with Edward Jones, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages an office rental property in Merrill, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Frank Barnett is a financial advisor with OSAIC who holds Series 65 and Series 63 licenses and has 17 years of industry experience. His prior roles include positions at Sagepoint Financial, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves as vice president of the Wausau Country Club and is involved as a wealth manager with High Point Capital Group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses technology tools for portfolio construction and management.

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.

Christopher Brickheimer is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services Inc. and SII Investments. Brickheimer is also involved with Brickheimer Retirement Planners, LLC, focusing on retirement planning services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Chadwick is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wausau, WI, where he has worked since 2019. He has six years of industry experience, including four years at Walmart prior to joining Edward Jones. Chadwick serves as a board member of Ethiopian Hub School Ministries, providing advisory support. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment solutions and operates under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Bradley Heiting is a financial advisor with Edward Jones in Schofield, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Knusalla is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at SagePoint Financial Advisors and Ohio National Financial Services. 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 through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

David Fredel is a Series 66-licensed financial advisor with Edward Jones in Wausau, Wisconsin, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 23,700 advisors and over $1 trillion in assets under management.

Renee Radtke is a financial advisor with Ameriprise in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at several financial services firms and involvement with nonprofit organizations such as Covenant Community Presbyterian Church, where she manages accounting and payroll functions. She also has experience as a consultant with Mary Kay, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paul Endow is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and its investment services division before joining LPL Financial in 2019. 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, and institutional platforms, supported by extensive research and technological resources.

David Nolan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in several rental properties and a small stake in a meat processing business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Karen Roth is a financial advisor with Wells Fargo Clearing in Wausau, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she acts as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacqueline Wormsbacher is a financial advisor with Robert W. Baird & Co. in Wausau, WI, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She 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 a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

James Heeg is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Dawson Group - Pickles Sandbar, and United Community Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and special needs planning. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority, and clients may combine planning with managed-account programs under a consolidated billing option.

Keri Thut is a financial advisor with Edward Jones in Wausau, WI, holding a Series 66 designation and two years of industry experience. Prior to rejoining Edward Jones in 2026, she worked at Incrediblebank/Incrediblewealth and Peoples State Bank, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and manages over $1 trillion in assets through a large network of advisors and branch offices.

Valorie Gast is a financial advisor with Equitable Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Gast also has involvement in other insurance-related business activities through DBA Partners in Planning, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Michael Calo is a financial advisor at Stifel in Wausau, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, and J.P. Morgan Chase Bank NA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.