Andrew Sahlstrom is a CFP® professional with nine years of industry experience, currently serving with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Dotson Iron Castings from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Hennessy is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Stifel for two years and U.S. Bank for thirteen 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Craig Morcos is a financial advisor at LPL Financial with ten years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 registrations. His prior roles include positions at NorthRock Partners and Commonwealth Financial Network. 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 services, including financial planning and access to model portfolios and third-party asset management, supported by proprietary research and operational tools.

Eric Minor is a financial advisor with Edward Jones in La Crescent, MN, holding the ChFC® designation and Series 66 license, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for nine years at Eau Claire Automotive Group. 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 through a nationwide network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Evan Stanek is a CFP®-designated financial advisor with Edward Jones in La Crosse, WI, with six years of industry experience. Prior to his current role, he worked in donor development and held positions at Schreiber Foods and the University of Wisconsin-Madison. 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 strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Bradley Mills is a financial advisor with LPL Financial based in Onalaska, WI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior firms include FSC Securities Corporation, Raymond James & Associates, UBS Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a variety of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, supporting a broad range of investment strategies and operational tools.

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.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

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 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 12 years at Morgan Murphy Media (WKBT-TV). 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 and investment solutions, operating under a fiduciary standard.

Kristin Beseler is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her career in finance, she spent several years at Howes Diamond Jewelers and was involved with AdvoCare International as a distributor of nutrition supplements. 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 manages over $1 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.