Daniel Steiger is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2003 and has been involved with Steiger Steel since 1987. Outside of advisory activities, he is engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brandon Hudson is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Dick's Sporting Goods and the Bureau of Indian Affairs. Outside of his advisory work, he serves as an assistant coach for the boys' high school hockey team at Aquinas Catholic Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs and a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Brent Wohlers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Stuhr is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Thomas Bjerke is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Bjerke is involved in property management, owning and maintaining rental properties, and also sells Medicare supplement and health insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers combined planning and managed-account solutions under the WealthPlan program.

Shari Hopkins is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Coulee State Bank and LPL Financial, LLC, each for 12 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Braeden Keeney is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier employment outside the financial sector. He is also involved in sales of non-investment related products such as home security and automation through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Brian Harris is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as co-trustee of his mother's trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a broad range of investment types.

Justin Shirky is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and B & F Fastener Supply. Outside of financial advisory work, he owns Blackwater Recovery, LLC, and works part-time as a driver for Uber and Lyft. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody through established partners.

Daniel Radtke is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he has been involved with Midwest Family Radio Inc. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Dickman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with Primerica Advisors since 2021 and has additional experience with Primerica Financial Services dating back to 2019. Outside of finance, he is involved as a delivery driver for Spark Delivery in La Crosse. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports clients through a large network of advisors and offices.

Dennis Kowalke Jr. is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His professional background includes roles in transportation and training companies as well as involvement with Pfs Investments Inc. Outside of his advisory work, he has associations with multiple businesses in transportation and entertainment fields. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jason Thurow is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Advisors, Primerica Financial Services, Mathews Inc, The Toro Company, and Leer Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Kurt Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with Primerica Advisors since 1989 and operates KM Pfuhl Inc., a business formed for Primerica purposes. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and maintains oversight of model implementation and trading.

Stacey Klein is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her background includes roles in local government and healthcare administration, alongside managing business ventures such as Harry's Place. Klein has been affiliated with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies and offers advisory services through a large network of advisors.

Eric Halverson is a CFP®-designated financial advisor with Edward Jones in Caledonia, MN, with nine years of industry experience. He previously worked at Merchants Bank for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes positions at Cashton Vet Clinic and Jenkins, Stittleburg and Menn Law Office. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

Gabriel Hicks is a CFP® with 26 years of experience, currently serving as a financial advisor at Raymond James Financial in La Crosse, WI. His career includes roles at Wells Fargo Advisors and ongoing involvement with First Lutheran Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and also offers municipal advisory services and specialized employer consulting programs.