Gregory Poeschel is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth since 2022 and is also affiliated with Nine Pillars Wealth Management since 2020. Outside of advisory work, he is the sole proprietor of Lethal Archery Solutions, a business unrelated to his financial services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs and advisory support services, combining internally managed portfolios with third-party asset management options.

Dean Estling is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience, including 15 years with Employers Benefit Group LLC. He owns AC&G Insurance and Investments, LLC, through which he offers a range of insurance products including life, medical, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Aaron Widiker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 15 years before joining Commonwealth and co-owning Wolf Tree Wealth Management, LLC. Widiker is also involved in fixed insurance sales and co-owns Johnny & June Holdings, LLC, a real estate entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services. The firm offers various portfolio management options and distinct program structures, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

Randy Risler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with both Commonwealth Financial Network and Nine Pillars, LLC since 2005, where he serves as owner and CEO. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operational, technological, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios and customized program offerings.

Michael Brahmer is a CFP® with 21 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Decades Financial, LLC and Bernicke Wealth Management, Ltd., among others. Outside of his advisory work, he is involved with Decades Financial, LLC, which provides tax advice, and holds a license as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party managers to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Duncan Cameron is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 credentials and 15 years of industry experience. His work history includes a long tenure at Ameriprise Financial Services, Inc. and roles at Empower Financial Services and the University of Wisconsin - Eau Claire. He has also been self-employed under his own name since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

David Glenz is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2025, he worked at Edward Jones for three years and has a background that includes roles outside of finance in orthopedic and manufacturing companies. Outside of advising, he works as a Facilities Learning Coordinator at Mayo Clinic, developing learning architecture for their Eau Claire facility. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jackie Schoettl is a financial advisor with Empower Advisory Group in Eau Claire, WI, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at several firms, including Empower Financial Services, Great Valley Advisor Group, and LPL Financial. Outside of advisory work, she serves as Co-Secretary for the Northwoods Elementary School PTO Board and engages in community activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

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.

Terry Krumenauer is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He spent 16 years at Woodbury Financial Services prior to joining his current firm. He is also president of Terry Krumenauer Financial Group Inc., a corporation focused on the sales and service of traditional insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios across a range of investment types.

Zachary Schimmel is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2020. Outside of his advisory role, he is involved as an associate at Fries Financial Group and is a partner in several local business ventures, including an electrical contracting division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and incorporates advanced analytical tools to support client goals, supported by a broad advisor network and specialized municipal and public finance services.

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.