Krista Karow is a financial advisor with Thrivent Investment Management in Wausau, WI, holding a Series 66 license and 18 years of industry experience. Her career includes roles at Thrivent Financial, LPL Financial, and CUNA Brokerage Services. Outside of her advisory work, she serves as Membership Chair for the After-Hours Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a planning approach that can be combined with managed account services under a consolidated billing option.

Chadwick Otte is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2019, following four years at Associated Bank. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Abigail Rindfleisch is a financial advisor with Equitable Advisors in Wausau, WI, holding the Series 66 designation and having one year of industry experience. Her background includes multiple roles with Equitable Advisors and Partners in Planning, as well as experience in education and banking. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management. The firm utilizes a network of investment adviser representatives to deliver a range of advisory programs, often implemented through third-party managers and specialized investment products.

Kimberly Garski is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has prior experience with Grove Point Advisors, LLC, Kelch & Associates, LLC, Grove Point Investments, LLC, and GI Associates. Outside of her advisory role, she is employed part-time providing bookkeeping services through QuickBooks. 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 portfolio management solutions, utilizing proprietary research, third-party subadvisors, and technology tools to support advisors.

John Gebhardt is a financial advisor with Robert W. Baird & Co. Inc. in Wausau, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Robert W. Baird & Co. since 2007. Outside of his advisory role, he is president of JD Mechanical, a business focused on collecting and trading gas station memorabilia. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

David Larson is a financial advisor with Raymond James Financial in Wausau, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James since 2002 and led Larson Financial Group, LLC for 11 years. Currently, Larson also serves as Vice President at Peoples Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Randy Butler is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Weston, WI. His career includes roles at Voya Financial Advisors and various credit unions where he has provided financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

William Zoromski is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors and Ohio National Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and platforms supported by research and technology tools.

Keene Winters is a financial advisor with LPL Financial in Schofield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Great Lakes Financial Management Group, and Financial Planning Services, Inc. Winters is also co-owner of Winters Pharmacist Services, LLC, a healthcare consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology.

George Hoffman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has worked at firms including Ameriprise and Harbour Investments, Inc. Hoffman is also the owner of Rockhouse Financial LLC, a support company based in Mosinee, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and corporations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Hall is a financial advisor at Thrivent Investment Management with six years of industry experience. He previously worked at Ameriprise Financial Services, LLC for five years, among other roles in financial services. Hall serves on the Governance Board of Bridge Community Health Clinic in Wausau, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary portfolio management for institutional clients, emphasizing written recommendations across a broad range of financial topics.

Todd Goetsch is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, he is involved in the sale of fixed insurance products, including life, health, disability, annuities, and long-term care as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients from individual investors to institutional accounts. The firm offers diverse investment management and retirement services through a large network of independent advisors, utilizing multiple program structures and third-party money managers.

Elizabeth Oestreich is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2021. Prior to her current role, she worked for the Wausau School District for 18 years. Outside of her advisory work, she serves as a rover for the Wisconsin Interscholastic Cycling League, supporting student mountain bike racers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Eric Jacobson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Jacobson serves as president of the Rothschild Urbanairs Snowmobile Club, a nonprofit organization that maintains and grooms snowmobile trails in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics while keeping implementation and portfolio management separate from the planning process.

Scott Wildman is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and Peoples State Bank in Wausau, WI, where he is involved in wealth management. Prior to this, he spent 10 years at Wells Fargo Clearing. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both individual and institutional clients through a large advisor network.

Kevin Hermening is a CFP® professional with 35 years of industry experience, currently advising clients at Ameriprise since 2018. His prior roles include positions at First Allied Advisory Services and ownership of Hermening Financial Group LLC. He serves on the boards of Child Evangelism Fellowship Wisconsin and the Wausau Gateway Condo Association, and he is an adjunct professor at the University of Wisconsin - Stevens Point. Hermening is also involved in local politics as Chairman of the Republican Party of Marathon County and is a candidate for the U.S. House of Representatives. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team, combining advanced modeling and tax-efficiency analysis to support clients’ retirement strategies.

Douglas Bierman is a financial advisor with Osaic Wealth, Inc. in Wausau, WI, holding a Series 63 designation and 30 years of industry experience. His prior affiliations include MetLife Securities and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent and serves as a wealth manager at High Point Capital Group, assisting clients with investments including brokerage accounts and annuities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance analysis, and automated rebalancing.

Ryan Jones is a Series 66-credentialed financial advisor with 18 years of industry experience, currently working at Thrivent Investment Management since 2011. He serves on the boards of several local organizations, including a Christian radio station, a nonprofit mountain biking coalition, and a community foundation supporting nonprofits in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure.

Dana Kolbe is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for nine years. Outside of advisory work, he is a partner in a family estate business organized as a limited liability partnership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Jamie Connor is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at Skare & Associates, LLC and SII Investments. He is also an independent insurance agent based in Wausau, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party model strategies tailored to client objectives.