Claire Beck is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Northwestern Mutual. Prior to her financial advisory career, she was employed at Walmart Distribution Center and the University of Wisconsin Stout, and has over a decade of experience at Del Bar Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.

Michelle Klass is a financial advisor with LPL Financial in Eau Claire, WI, holding a Series 66 designation and five years of industry experience. She has worked at several firms including Principal Life Insurance and Bernicke Wealth, and previously spent 17 years at UW-Stout. Outside of advising, she is a commissioned notary in Wisconsin. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.

Sara Denning is a financial advisor at Robert Baird & Co. with Series 66 credentials and over 14 years of industry experience. She previously worked at Edward Jones for 12 years and Wolf Tree Wealth Management for one year before joining Baird. Outside of her advisory role, she is a Mary Kay consultant, focusing on skincare and makeup for family and friends. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Luisa Lewis is a financial advisor with LPL Financial in Eau Claire, Wisconsin. She holds Series 63 and Series 66 licenses and has three years of industry experience. She has worked with LPL Financial since 2022 and has been employed at BMO Bank NA since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services implemented through a diverse range of strategies and supported by technology tools.

Rachel Pitt is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at Fieldstone Financial and has a background that includes roles at the University of Wisconsin - Eau Claire and involvement with The Piggy BBQ. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Ronald Gloe is a CFP® with 45 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Besides his advisory role, he is involved in insurance sales, specializing in variable, fixed, and fixed indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated financial services and employs various asset-allocation tools and third-party platforms to manage portfolios with a broad range of investment options.

Phuong Bui is a financial advisor at Edward Jones in Altoona, WI, holding a Series 66 designation. Bui has experience at Citibank and Hoang Long Hoan Vu JOCs, with a recent tenure beginning in 2023 at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Austin Lyons is a financial advisor with Edward Jones in Altoona, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at BMO Bank and held various roles including positions at Investment Realty and Beachside Boat and Bait. 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 related financial services, supported by a large national network of advisors and branch offices.

Stacy Winsand is a Series 66-credentialed financial advisor at OSAIC with six years of industry experience. She has been with OSAIC since 2019 and also serves in the Altoona School District, where she has worked since 2002. Outside of her advisory role, Winsand is involved as an officer in community organizations such as Home 4 Healing and the Fall Creek Gridiron Club, and she is a partner in a tax preparation business in Eau Claire, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed account solutions.

Michael Toutant is a CFP® professional with 23 years of industry experience, currently affiliated with Stifel since 2009. He holds a Series 66 license and is based in Eau Claire, WI. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm engages in both fee-based planning and advisory executions, supporting clients with asset allocation, retirement, insurance, and estate planning analyses.

Thomas Quigley is a financial advisor with RBC Capital Markets in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, Quigley serves on the Board of Directors for St. Ambrose Financial Services Inc. and is a member of the Cleghorn Lions Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Noah Mazur is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has worked at LPL Financial since 2014 and is also affiliated with Mainstreet Capital Management and Banc Mutual. Outside of advisory activities, Mazur serves as president of Vital Surplus and Survival LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolios, supported by advanced research tools and a broad platform of non-advisory financial products.

Leslie Harmel is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2012, including a previous five-year tenure, with additional experience at RBC Capital Markets and Ameriprise Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Mickelson is a CFP® with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He is based in Eau Claire, WI, and holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of financial products offered through its bank and insurance affiliates.

Rachel Nelson is a financial advisor with Primerica Advisors in Eau Claire, WI. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. Outside of her advisory role, she operates Momma Nelson Gifts, a business specializing in crochet gift and pattern sales. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Anthony Herbenson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird since 2013, following prior roles at Edward Jones, Raymond James Financial, and SII Investments. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a blend of manager-traded and model-traded SMA strategies, tax-management, and direct indexing.

Kevin Kopp is a financial advisor with Wells Fargo Advisors in Eau Claire, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, he is involved in managing KTKOPP LLC, an investment-related business in Eau Claire, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm provides tailored recommendations developed through proprietary research and planning tools, with flexible implementation options through its brokerage or advisory programs.

Jacquelyn Rizzo is a financial advisor with Stifel in Eau Claire, WI, holding a Series 63 license and having 29 years of industry experience. She joined Stifel in 2020 after working with Blue Granite Wealth LLC and Raymond James Financial Services from 2013 to 2020. She serves as a caretaker for a State of Wisconsin IRIS participant and is also a State of Wisconsin Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Joshua Opelt is a financial advisor with Primerica Advisors in Osseo, WI, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Adam Mohr is a financial advisor with Ameriprise in Altoona, WI, holding a Series 66 designation and 23 years of industry experience. He worked at American Express Financial Advisors Inc. from 2003 to 2020 before joining Ameriprise in 2020. Outside of advisory work, he is involved in business ownership through Porch Place, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.