Frank Barnett is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Barnett serves as vice president of the Wausau Country Club and is involved as a wealth manager with High Point Capital Group, assisting clients with investment and financial concerns. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Mc Evoy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. He previously operated McEvoy's House of Honey LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisory network with research and technology tools.

Mandy Roberts is a Series 66-credentialed financial advisor at Thrivent Investment Management with six years of industry experience. Prior to joining Thrivent in 2020, she worked in the Marathon and Mosinee School Districts. Outside of her advisory role, she teaches yoga classes and hosts wellness retreats through her business, Be Blue LLC, serves as a yoga instructor at the Woodson YMCA, and holds board and leadership positions with Wisconsin Public Radio and local community organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive written recommendations and an option to combine planning with managed-account services under consolidated billing.

Nathan Birchler is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Ringwelski is a financial advisor with Ameriprise in Schofield, WI, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, including its affiliated entities. Outside of his advisory role, Ringwelski serves on the board of Peyton's Promise and coaches 9th grade football for the DC Everest School District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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 based in Wausau, Wisconsin. He holds a Series 66 designation and has 24 years of industry experience, including ten years at Wells Fargo and ten years at Associated Investment Services, Inc. Outside of his advisory role, he has minority ownership in a meat processing company. 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 and provides both brokerage and advisory solutions.

Karen Roth is a financial advisor with Wells Fargo Clearing in Wausau, WI, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She worked at Wells Fargo Clearing from 2001 to 2010 and returned in 2016, with a one-year tenure at Associated Investment Services, Inc. Roth also serves as power of attorney for her mother. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, employing research-driven investment strategies and a range of financial products through its affiliates.

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.

Keri Thut is a financial advisor with Edward Jones in Wausau, WI, holding a Series 66 designation and two years of industry experience. Prior to rejoining Edward Jones in 2026, she worked at Incrediblebank/Incrediblewealth and Peoples State Bank, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and manages over $1 trillion in assets through a large network of advisors and branch offices.

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.