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.

Benjamin Peterson is a CFP® with 13 years of industry experience, currently serving at Edward Jones since 2012. He is based in Wausau, WI, and holds a Series 66 designation. Outside of his advisory role, he is a unit owner in a resort condominium association in Sturgeon Bay, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Timothy Hirst is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct and corporate financial planning agreements.

Rachel Leinon is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. Rachel is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that 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 services, supported by internal research and manager oversight.

Donald Wild is a CFP® professional with 23 years of industry experience, all with Edward Jones since 2003. He holds a Series 63 license and operates out of Wausau, WI. Wild has a limited partnership role as a silent partner in ABBY INN LLC, a motel business. 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 variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a range of affiliated investment options.

Charles Ouimette is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he spent 11 years at Sam's Club, a division of Walmart Stores Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of financial advisors and branch offices.

Peter Gunn is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Alliance Laundry Systems LLC and Kelly Services. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nolan Hoppe is a financial advisor at Edward Jones in Wausau, WI, holding a Series 66 license. He joined Edward Jones in 2026 and has prior work experience including roles at Graybar Electric and River Bend Winery & Distillery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Jenna Flynn is a financial advisor at Edward Jones in Mosinee, Wisconsin, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in health-related roles at the Marathon County Health Department, Forest County Potowatomi Health & Wellness Center, and Aspirus. Edward Jones is a full-service wealth management firm serving over four million 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 operates a large nationwide network of financial advisors and branch offices.

Bryon Graff is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Hermening Financial Group and BMO Investment Services. Outside of his advisory roles, he was involved with the Wausau Area Softball Association for three years. 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 and brokerage services, including financial planning and access to model portfolios, and supports its advisors with research tools and multiple institutional platforms.

Kevin Snow is a financial advisor with LPL Financial in Wausau, WI, holding CFP® designation and over 37 years of industry experience. His prior work includes roles at Sagepoint Financial Advisors, Ohio National Life Insurance, and Third Street Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Erik Sherfinski is a financial advisor at Equitable Advisors in Wausau, WI, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Partners in Planning LLC and various positions at the University of Wisconsin campuses. Equitable Advisors serves individuals across wealth segments, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a range of financial planning, retirement consulting, and asset management programs delivered by a network of advisor representatives. The firm utilizes third-party program sponsors and TAMPs for advisory models and offers ERISA fiduciary services to qualified plans.

Kurt Waid is a financial advisor with Stifel in Wausau, WI, holding a Series 66 designation and 20 years of industry experience. He worked at B.C. Ziegler and Company for six years prior to joining Stifel in 2018. Outside of his advisory role, he serves as Vice President of the Merrill Golf Booster Club, a nonprofit supporting junior and high school golf programs. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.