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 two years of industry experience. She holds a Series 66 designation and has prior work experience with Peoples State Bank and Fastenal. Outside of her advisory role, Beckman has been involved with figure skating clubs, including the Merrill Ice Reflections Figure Skating Club and Timberlin FSC, for nine years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to complex and non-traditional investments.

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.

Krista Karow is a financial advisor with Thrivent Investment Management in Wausau, WI, holding a Series 66 license and 18 years of industry experience. Her career includes roles at Thrivent Financial, LPL Financial, and CUNA Brokerage Services. Outside of her advisory work, she serves as Membership Chair for the After-Hours Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a planning approach that can be combined with managed account services under a consolidated billing option.

Chadwick Otte is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following four years at Associated Bank. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Abigail Rindfleisch is a financial advisor with Equitable Advisors in Wausau, WI, holding the Series 66 designation and having one year of industry experience. Her background includes multiple roles with Equitable Advisors and Partners in Planning, as well as experience in education and banking. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management. The firm utilizes a network of investment adviser representatives to deliver a range of advisory programs, often implemented through third-party managers and specialized investment products.

Kimberly Garski is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has prior experience with Grove Point Advisors, LLC, Kelch & Associates, LLC, Grove Point Investments, LLC, and GI Associates. Outside of her advisory role, she is employed part-time providing bookkeeping services through QuickBooks. 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 portfolio management solutions, utilizing proprietary research, third-party subadvisors, and technology tools to support advisors.

John Gebhardt is a financial advisor with Robert W. Baird & Co. Inc. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, he is president of JD Mechanical, a business focused on collecting and trading gas station memorabilia. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

David Larson is a financial advisor with Raymond James Financial in Wausau, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James since 2002 and led Larson Financial Group, LLC for 11 years. Currently, Larson also serves as Vice President at Peoples Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Randy Butler is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Weston, WI. His career includes roles at Voya Financial Advisors and various credit unions where he has provided financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

William Zoromski is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors and Ohio National Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and platforms supported by research and technology tools.

Keene Winters is a financial advisor with LPL Financial in Schofield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Great Lakes Financial Management Group, and Financial Planning Services, Inc. Winters is also co-owner of Winters Pharmacist Services, LLC, a healthcare consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology.

George Hoffman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has worked at firms including Ameriprise and Harbour Investments, Inc. Hoffman is also the owner of Rockhouse Financial LLC, a support company based in Mosinee, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and corporations. The firm employs 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.

Jordan Hall is a financial advisor at Thrivent Investment Management with six years of industry experience. He previously worked at Ameriprise Financial Services, LLC for five years, among other roles in financial services. Hall serves on the Governance Board of Bridge Community Health Clinic in Wausau, WI. 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 without discretionary portfolio management for institutional clients, emphasizing written recommendations across a broad range of financial topics.

Todd Goetsch is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, he is involved in the sale of fixed insurance products, including life, health, disability, annuities, and long-term care as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients from individual investors to institutional accounts. The firm offers diverse investment management and retirement services through a large network of independent advisors, utilizing multiple program structures and third-party money managers.

Elizabeth Oestreich is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2021. Prior to her current role, she worked for the Wausau School District for 18 years. Outside of her advisory work, she serves as a rover for the Wisconsin Interscholastic Cycling League, supporting student mountain bike racers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”