Nolan Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to Cetera, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he serves on the board of directors for La Crosse Oktoberfest and assists with various festival operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Cory Roupe is a financial advisor at Edward Jones with 32 years of industry experience, having been with the firm since 1993. He holds a Series 63 designation. Outside of his advisor role, Roupe is a board member of the Aquanis Catholic Schools Foundation in La Crosse, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Lisa Newman is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She has been with Robert W. Baird since 1999 and holds the Series 66 designation. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies from traditional to complex allocations.

Joseph Lewis is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior work includes positions at Quantum Group Planners and Cetera Wealth Services, LLC. Outside of his advisory work, he has been involved with Rush Wisconsin West Soccer since 2015. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Karolyn Winkler is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 and has also been self-employed as a freelance editor since 2011. In her freelance work, she focuses on editing publications such as resumes and newsletters. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Huth is a Series 66-credentialed financial advisor with 20 years of industry experience. She is currently with Thrivent Investment Management and has held roles at Ameriprise, Northwestern Mutual Investment Services, and the U.S. Army among others. Outside of her advisory work, she serves as a community chaplain, providing spiritual care at incidents requiring prayer or consolation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Tarren Hall is a financial advisor with Equitable Advisors in Onalaska, WI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LL Financial LLC, BMO Bank N.A., and Thrivent Financial. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party managers.

Joshua Fortun is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics, focusing on diversification and modern portfolio theory.

Megan Preston is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 2016. Prior to her advisory role, she worked at the University of Wisconsin-La Crosse. She is part of The DDK Group within Robert W. 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 services including financial planning, portfolio management, and custody and brokerage, with investment strategies supported by internal research and ongoing manager monitoring.

Curtis Bisek is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Morgan Murphy Media (WKBT-TV) for twelve years. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Linse is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering analysis and allocation guidance for financial planning and asset management.

Cody Hougom is a financial advisor at Edward Jones in Holmen, Wisconsin, holding CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hilltopper Refuse & Recycling Service, Inc. and Altra Federal Credit Union. Outside of his advisory role, he serves as a youth hockey referee for USA Hockey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated financial services.

Craig Hanson is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Hanson is also the owner of a separate business entity, Craig M. Hanson & Associates, LLC, which is unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Todd Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2013 and holds the Series 66 designation. Outside of his advisory role, he is a limited partner in a commercial marina business in Naples, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Amy Sjolander is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of experience at the firm. She previously worked at Shopko for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Clifford Warden is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Financial Planning Services of La Crosse. In addition to his advisory work, he is an author and distributor of the books "The Awakening" and "The Reunion." Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to affiliated and third-party money managers.

David Kincaid is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the finance committee of NewLife Equipping Ministry in El Dorado, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Todd Anderson is a financial advisor with Equitable Advisors in Onalaska, WI, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Anderson is also a member of the Black River Falls Rotary Club and serves as a trustee and estate administrator in various capacities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Gary Bergman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he works as a self-employed math tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.