Christopher Brickheimer is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services Inc. and SII Investments. Brickheimer is also involved with Brickheimer Retirement Planners, LLC, focusing on retirement planning services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Chadwick is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wausau, WI, where he has worked since 2019. He has six years of industry experience, including four years at Walmart prior to joining Edward Jones. Chadwick serves as a board member of Ethiopian Hub School Ministries, providing advisory support. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment solutions and operates under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Bradley Heiting is a financial advisor with Edward Jones in Schofield, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Knusalla is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at SagePoint Financial Advisors and Ohio National Financial Services. 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 a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

David Fredel is a Series 66-licensed financial advisor with Edward Jones in Wausau, Wisconsin, and has 10 years of industry experience. He has been with Edward Jones since 2015. 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 investment solutions, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Ronald Leptien is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Harbour Investments, Ameriprise, and First Allied Advisory Services. Outside of his advisory role, he owns and operates Rockhouse Financial, a support company under which his practice is listed. 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, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Endow is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and its investment services division before joining LPL Financial in 2019. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technological resources.

David Nolan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in several rental properties and a small stake in a meat processing business. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Karen Roth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2001, with a brief tenure at Associated Investment Services, Inc., and Wells Fargo Advisors LLC. She also serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics to guide investment decisions.

Jacqueline Wormsbacher is a financial advisor with Robert W. Baird & Co. in Wausau, WI, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Robert W. Baird & Co. since 1984. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence.

James Heeg is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Dawson Group - Pickles Sandbar, and United Community Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and special needs planning. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority, and clients may combine planning with managed-account programs under a consolidated billing option.

Valorie Gast is a financial advisor with Equitable Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Gast also has involvement in other insurance-related business activities through DBA Partners in Planning, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Michael Calo is a financial advisor at Stifel in Wausau, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, and J.P. Morgan Chase Bank NA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Chris Schliepp is a financial advisor with Robert Baird & Co. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on the Investment Committee for the Community Foundation of Northcentral Wisconsin. He works within The DDK Group, a team at Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, institutions, and charitable organizations. The group offers customized investment strategies through a range of portfolio management and consulting services, utilizing both in-house and third-party managers.

Kevin Fronek is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individual investors, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Paul Dau is a financial advisor with Edward Jones in Wausau, WI, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, he held positions at Graphic Packaging International, Menards Inc, and SAS Retail Merchandising. He is involved with Faith Christian Academy as a coach on a stipend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Hanna Koss is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has been with Stifel since 2019. Prior to joining Stifel, she worked in the Arcadia School District for seven years. Koss is involved with the United Way of Marathon County as a member of their Emerging Leaders group and volunteers time to support community events. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Stifel Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Lea Beckman is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Peoples State Bank and Fastenal. Beckman has also been involved with the Merrill Ice Reflections Figure Skating Club and Timberlin FSC since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations using a variety of financial planning and portfolio management services.

Christian Johnson is a financial advisor with Ameriprise in Wausau, WI, holding a Series 66 designation and one year of industry experience. His background includes roles in education and community organizations such as Wausau Country Club and various local schools. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Pergolski is a financial advisor with Ameriprise in Weston, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Pergolski serves on the board of Junior Achievement of North Central Wisconsin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.