Ian Napiorkowski is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation. He has one year of industry experience and previously worked at the La Crosse Country Club and Swanson Tennis Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies. Their approach involves collaborative, non-discretionary implementation supported by proprietary research, third-party data, and algorithmic tools.

Donna Bornheimer is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of advisory services, she is involved in sales of loan products and home-related 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 discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Karla Lasky is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as prior experience with Select Sires, Inc and Accelerated Genetics. She is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Thomas Monson is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Monson serves on the Endowment Fund Committee of the English Lutheran Church and is Treasurer of the City of La Crosse International Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group and offers fee-based financial planning alongside other advisory services.

Amy Shimshak is a Series 66 licensed financial advisor with Edward Jones, based in La Crescent, MN, with two years of industry experience. She has been with Edward Jones since 2002 in various roles within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Sandra Chase is a financial advisor with Wells Fargo Clearing in Onalaska, WI, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes positions at Wells Fargo Bank, NA, Citizens State Bank, and Associated Bank. 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 manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Alaina Fitch is a financial advisor with Thrivent Investment Management in La Crosse, WI, holding a Series 66 designation. She joined Thrivent in 2025 and has no prior industry experience. Outside her advisory role, Fitch serves as Advertising Director for The Racquet Press, the University of Wisconsin La Crosse’s student newspaper, where she creates digital advertising and designs newsletters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Thomas Dolan is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Morgan Murphy Media for ten years. He is also the managing member of 7 Rivers Media, a marketing and advertising business, although it has been inactive for several years. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Wenthe is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Advisors since 2000 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,964 advisors and offers model-based strategies developed by unaffiliated asset managers, supported by custodial and trade execution services.

William Pritchard is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 2009. Pritchard holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Rotary International District 6250 board as a liaison on youth issues and is an advisory board member for the La Crosse Community Theater. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Susan Breyer is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Brokerage Services and Cuna Mutual Group since 2013, and Wells Fargo Clearing from 2011 to 2013. She is also a notary public and co-owner of a family business, Breyer's Sales and Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including proprietary and third-party model portfolios, with a notable scale of assets and broad financial services alongside its advisory platform.

Joel Torgerud is a financial advisor with Osaic Wealth, Inc. based in La Crosse, WI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he provides tax services through a sole proprietorship during the early months of the year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services using asset-allocation tools and multiple platforms, with portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Terry Dickman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Follansbee is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles in credit unions, universities, and technical colleges. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Peter Helstad is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Before joining OSAIC in 2023, he spent 14 years at SagePoint Financial. His professional activities include providing fee-based money management and insurance sales services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors, employing asset allocation tools, risk tolerance assessments, and automated rebalancing to build diversified portfolios.

Aidan Greene is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin La Crosse and held roles at Holy Family Catholic High School and Our Lady of the Lake. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Matthew Hartung is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank and Ever After Entertainment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Christopher Grode is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alex Matz is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. He has worked at multiple institutions including Kimberly Phillips Financial LLC and Firefighters Credit Union, and is a controlling shareholder of KAMM Financial, an outside business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs and third-party asset management solutions.

Katherine Dahlke is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2025, she spent several years in education at Onalaska Middle School, Onalaska High School, and the University of Wisconsin - La Crosse, alongside self-employment from 2014 to 2025. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.