Noah Mazur is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has worked at LPL Financial since 2014 and is also affiliated with Mainstreet Capital Management and Banc Mutual. Outside of advisory activities, Mazur serves as president of Vital Surplus and Survival LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and model portfolios, supported by advanced research tools and a broad platform of non-advisory financial products.

Leslie Harmel is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2012, including a previous five-year tenure, with additional experience at RBC Capital Markets and Ameriprise Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Mickelson is a CFP® with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. He is based in Eau Claire, WI, and holds Series 63 and Series 66 licenses. 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 combines research and analytics with a broad range of financial products offered through its bank and insurance affiliates.

Rachel Nelson is a financial advisor with Primerica Advisors in Eau Claire, WI. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. Outside of her advisory role, she operates Momma Nelson Gifts, a business specializing in crochet gift and pattern sales. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Anthony Herbenson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at Robert W. Baird since 2013, following prior roles at Edward Jones, Raymond James Financial, and SII Investments. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a blend of manager-traded and model-traded SMA strategies, tax-management, and direct indexing.

Kevin Kopp is a financial advisor with Wells Fargo Advisors in Eau Claire, WI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory role, he is involved in managing KTKOPP LLC, an investment-related business in Eau Claire, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm provides tailored recommendations developed through proprietary research and planning tools, with flexible implementation options through its brokerage or advisory programs.

Kelsey Nicolai is a financial advisor at Edward Jones in Chippewa Falls, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Oak Ridge Chemical and Monat Global. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Jacquelyn Rizzo is a financial advisor with Stifel in Eau Claire, WI, holding a Series 63 license and having 29 years of industry experience. She joined Stifel in 2020 after working with Blue Granite Wealth LLC and Raymond James Financial Services from 2013 to 2020. She serves as a caretaker for a State of Wisconsin IRIS participant and is also a State of Wisconsin Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Joshua Opelt is a financial advisor with Primerica Advisors in Osseo, WI, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Adam Mohr is a financial advisor with Ameriprise in Altoona, WI, holding a Series 66 designation and 23 years of industry experience. He worked at American Express Financial Advisors Inc. from 2003 to 2020 before joining Ameriprise in 2020. Outside of advisory work, he is involved in business ownership through Porch Place, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Thomas Madison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2021. Outside of his advisory role, Madison is an associate at Fries Financial Group in Chippewa Falls, WI. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Brian Simmons is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.