Joel Dettwiler is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 credential and over 10 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Voya Financial Advisors, and Mass Mutual Investors Services. He is the founder and owner of Quantum Group SNP, LLC, which provides special needs planning services, and serves as treasurer for the nonprofit Clinpressed, LLC. Additionally, he directs the Northside Volleyball Club, organizing activities for a girls’ volleyball team. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

Justin Wise is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He operates out of Onalaska, WI. Outside of his advisory role, he is a partner at OakMarsh Partners, a retailer of game calls, where he oversees online sales. 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 supported by a large network of advisors and branch offices nationwide.

Barry Ploessl is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 designation and is based in Holmen, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm provides both discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Shari Hopkins is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Coulee State Bank and LPL Financial, LLC, each for 12 years. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Timothy Mcallister is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. He previously worked for Royal Alliance Associates, INC. for 34 years before joining OSAIC Wealth in 2023. He is the owner of McAllister Financial Services, Inc., a corporation specializing in life insurance, long-term care insurance, fixed annuities, and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and the use of third-party managed account solutions.

Esley Henkes is a financial advisor with Robert Baird & Co. in Onalaska, WI, holding Series 65 and Series 63 credentials and having five years of industry experience. Prior to joining Baird in 2020, Henkes worked at Associated Bank and Upper Iowa University. Henkes is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

David Davies is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Robert W. Baird since 2008. Outside of his advisory role, he owns and manages several non-investment businesses, including an internet marketing company and a video and photography firm. David is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored financial planning, portfolio management, and consulting services. The firm employs a variety of investment strategies and overlays, including traditional and non-traditional allocations, and also provides municipal advisory and public finance services.

Todd Trautmann is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Aside from his advisory work, Trautmann is a board member of the Holmen Area Community Center and has authored a children's book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm offers these planning services alongside managed accounts under a consolidated billing option called “WealthPlan.”

Todd Olson is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Olson is a shareholder owning 17% of Safety Monster LLC, a manufacturing business based in Edina, MN, although the business is currently inactive. 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 and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Flanagan is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Osaic Wealth in 2023, he spent 30 years at Royal Alliance Associates, Inc. He is also the owner of Flanagan Financial, Inc., and serves on the board of the Riverland Endowment Trust and Bethany Lutheran Homes, reflecting involvement in nonprofit governance. Additionally, he leads Functional Biosciences, Inc., a company specializing in DNA sequencing and related services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to create portfolios across various asset classes.