Elliott Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Coulee Region Water Conditioning and Toppers Pizza. He is also involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Wintheiser is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Marine Credit Union from 2011 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, manages over $1 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Silas Cobb is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Chart Industries, Kwik Trip, Festival Foods, and periods of study totaling several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Timothy Mueller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His work history includes roles at Lacrosse Tribune and City Brewery Co, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee models.

Paul Skarie is a financial advisor at Stifel in La Crosse, WI, with one year of industry experience. Before joining Stifel in 2025, he worked at S&S Cycle, Inc. for three years and spent 14 years at Harley-Davidson Motor Company. He also operates a consulting business focused on the motorcycle industry. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Chase Gould is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked primarily with Thrivent Financial since 2020. His prior work includes roles at Precision Dose and Forest Springs Camp & Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple areas without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ilene Kernozek is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at Gundersen Medical Foundation and Trust Point Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Thomas Snyder is a financial advisor with LPL Financial in Lacrosse, WI, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes positions at Edward Jones and Cetera Investment Services. Outside of finance, he serves as the head coach of the men's soccer team for the Prairie du Chien School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of advisors, offering a range of financial planning and portfolio management solutions.

Ella Jordan is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working at Altra Federal Credit Union and the University of Wisconsin system. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and provides services such as tax-efficient investing and securities-based lending through a large nationwide network of advisors and branches.

Ethan Anderson is a financial advisor with Equitable Advisors in Onalaska, WI. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Anderson has been involved with Anderson Financial and has worked as a self-employed basketball trainer. He is also an assistant varsity basketball coach at Onalaska High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.

Patricia Tovar is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. Her career includes two years at Reyes Holdings and two separate terms at Edward Jones, totaling over a decade in the financial services sector. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds and separately managed accounts.

Michelle Mcgraw is a Series 66 licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is also a notary. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Paul Gunderson is a financial advisor with Edward Jones in Holmen, WI, holding CFP® and Series 66 designations and possessing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Capital One Services II, LLC from 2013 to 2017. Outside of his advisory role, he has been involved in the sale of hay or farm produce as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and services supported by a nationwide network of financial advisors and branch offices.

Kasey Vergin is a financial advisor with Ameriprise in West Salem, WI, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has involvement in single-family real estate ownership. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with substantial investable assets, through its Premier Retirement Income service. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to provide tax-efficient, income-focused recommendations.

Samuel Greene is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2019. His prior roles include positions at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he coaches a youth AAA hockey team and owns several management and tax preparation businesses. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Vincent Ruger is a financial advisor with Ameriprise in Holmen, Wisconsin, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Ruger is involved in his local community as a varsity assistant basketball coach and basketball official for the Holmen School District, and serves as treasurer for Holmen Youth Basketball. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ronald Bryant is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Senior Vice President at Summit Management Group, LLC, where he oversees non-licensed operational activities including staff management, marketing support, and administrative functions. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and oversight to deliver tailored retirement income advice.

Sean Collins is a financial advisor with Raymond James Financial in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Park Bank for 12 years and has been associated with State Bank Financial since 2022 as a bank associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs, including municipal and public finance services.

Moriah Cody is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Cody serves as Vice President on the Board of Directors for the Western Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice delivered through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts.

Timothy Wuebben is a financial advisor with OSAIC in La Crosse, WI, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with River Insurance Services Inc. since 1993, where he markets insurance products. Wuebben is also a partner in River Capital Management, LLC, overseeing financial advisors in a multi-state area, and has involvement in a private woodland and hunting property investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios across a wide range of investment options.