Bradley Stokke is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns Stokke Enterprises, LLC, established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Mitchael Oslund is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and maintains a state insurance license for accident, health, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party solutions to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ross Olson is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently affiliated with LPL Financial and Old National Bank, having previously worked at Raymond James Financial Services Advisors Inc., Bremer Bank, and Bernicke Wealth Management. Based in Eau Claire, WI, Olson participates in advisor referral programs through Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Samuel Johnson is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 credential and five years of industry experience. His work history includes roles at Woodbury Financial Services, Northwestern Mutual, and I Life. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology including artificial intelligence.

Timothy Forster is a financial advisor at Robert Baird & Co. in Eau Claire, WI, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Robert Baird & Co. since 1999. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs, supported by internal research, manager selection, and use of advanced tools including artificial intelligence.

Susan Dvoracek is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at BMO Harris Bank since 2018 and previously held roles at U.S. Bancorp Investments, Inc. and Invest Financial Corporation. Outside of her advisory work, she owns Hillside Spring Farm LLC, a home-based business. 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 variety of financial planning and investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

Mason Hoepner is a Series 65-licensed financial advisor with LPL Financial in Eau Claire, WI. He has less than one year of industry experience and has held various roles including positions at Mainstreet Capital Management and the University of Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad platform of advisory and brokerage services.

Mitchell Sinz is a financial advisor with Osaic Wealth, Inc. based in Eau Claire, WI, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Woodbury Financial Services and WMG Waznik Moseler Group LLC. Sinz is also a member of the board of directors for the Menomonie Lions Club, a community nonprofit organization. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm uses various asset-allocation tools and third-party managers to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Wendy Folkers is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She has worked previously at Wells Fargo Clearing, Wells Fargo Bank, NA, and Axa Advisors, LLC. Outside of her financial advisory role, she assists with property management and lodging rental activities at Premier Property Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options tailored to client needs, supported by proprietary research and planning tools.

Joel Ratz is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Carley Widiker is a Series 66-licensed financial advisor with Edward Jones in Altoona, WI. She joined Edward Jones most recently in 2026 and has prior experience within the firm as well as diverse roles including coaching with the Madison Elite Volleyball Club and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Zwiefelhofer is a financial advisor at Edward Jones in Eau Claire, WI, holding a Series 66 designation. He joined Edward Jones in 2026 after 21 years at Airtec Sports. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Jeffrey Erickson is a financial advisor at Edward Jones in Eau Claire, WI, with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. Outside of his advisory role, he is associated with Northwoods Brewpub and Grill LLC, a business he started in 2003 but holds no active responsibilities in. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Colter Dziekan is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has a background that includes roles at Johnson, Runkel & Kraegenbrink Inc., US Bankcorp, Shaffer Development LLC, BDO USA, LLP, and Concordia University Wisconsin. Outside of financial advising, Dziekan is a licensed notary in Wisconsin. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with advanced research tools and a broad array of financial products.

Joseph Lanzer is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Money Concepts Capital Corp, Chippewa Valley Financial Services, Advisors Management Group, and Northwestern Mutual. Outside of his advisory work, he is employed by Swoboda Management LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

William Hilgedick is a CFP® with 37 years of industry experience and has been with Edward Jones since 1987. He is based in Eau Claire, WI, and holds the Series 63 designation. Outside of his advisory role, he serves as a Commissioner and Chair for the Chippewa Valley Regional Airport Commission and is a co-owner of an LLC formed to purchase and own an aircraft for personal use. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national footprint of financial advisors and branch offices.

Andrew Cooper is a financial advisor at Edward Jones in Eau Claire, WI, holding a Series 66 designation with 19 years of industry experience, all spent at Edward Jones since 2007. Outside of his advisory role, he coaches youth basketball for the Eau Claire YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large national network of advisors and branch offices.

Joseph Munger is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Merrill since 1995 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in 80/40 LLC, a for-profit entity involved in hunting land ownership. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristen Kloepping is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked as an independent contractor for Norwex for ten years. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional markets. The firm manages approximately $1.01 trillion in assets and 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.

Dale Robl is a Series 66 licensed financial advisor with 19 years of industry experience, currently affiliated with OSAIC since 2010. Prior to joining OSAIC, he worked at Investment Centers of America, Inc. from 2007 to 2010. He is involved with Legacy Wealth Management, where he assists clients with investments, retirement planning, insurance, and estate planning strategies, and is a partner in a tax preparation business, Action Tax Service, located in Eau Claire, WI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a substantial network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and various portfolio management options including discretionary and non-discretionary accounts.