Danielle Metcalf is a financial advisor with Robert W. Baird & Co. in New Auburn, WI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird & Co. since 1998. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays to align with client goals and risk tolerances.

Craig Fladten is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. The firm serves more than four million individual and institutional clients, offering a full range of wealth management services through a large nationwide network of advisors and branch offices. Edward Jones provides various advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Tryba is a financial advisor with Edward Jones in Altoona, WI, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, all with Edward Jones, following a 13-year tenure at Consolidated Lumber Company. Timothy also spent time as a stay-at-home dad in 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Caucutt is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kurt Hanke is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously spent 19 years at Woodbury Financial before joining OSAIC in 2024. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managed accounts, utilizing asset-allocation tools and automated rebalancing across various investment products.

Rachelle Anglemyer is a financial advisor at Edward Jones in Eau Claire, WI, holding a Series 66 credential with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Paul Murry is a financial advisor at Edward Jones in Chippewa Falls, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. 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, alongside affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors.

Laura Hartman is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI. She holds a Series 66 designation and has been with Baird since 2025. Prior to joining Baird, she worked at T.I.C., Inc (dba The Insurance Center) for six years and spent six years with the Eau Claire Area School District. The DDK Group, a team within Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded SMA strategies, tax-management, and direct-indexing capabilities, supported by internal research and technology tools.

Kathryn Noe is a financial advisor with Ameriprise in Altoona, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she serves on the boards of several local nonprofit organizations and assists with teaching a finance course at the University of Wisconsin–Eau Claire. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies. The firm combines automated and personalized approaches and delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Micah Burch is a CFP® and ChFC® credentialed financial advisor at Robert W. Baird & Co. with seven years of industry experience. Prior to joining Baird in 2024, he worked for Northwestern Mutual in various capacities from 2017 to 2024. He is part of The DDK Group within Robert W. Baird & Co.’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 financial planning, consulting, portfolio management, and brokerage services, using a mix of internally managed strategies and partnerships with affiliated firms.

Christine Sims is a financial advisor with Edward Jones in Fall Creek, WI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones in various roles since 2020 and previously worked at Chippewa Valley Printmark Corp and Vital Plastics. Sims also held a secretary position at Sims Enterprises Inc. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dakota Hickok is a financial advisor with Wells Fargo Clearing in Eau Claire, WI, holding Series 65 and Series 63 designations and one year of industry experience. His prior roles include positions at Forward Insurance and Northwestern Mutual. Outside of finance, he has experience in the fitness industry, having worked at NorthStar Fitness for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support diversified investment approaches and provides a range of brokerage and advisory solutions.

Patrick Quigley is a financial advisor at RBC Capital Markets with a Series 66 designation and seven years of industry experience. His work history includes roles at City National Bank and RBC Capital Markets since 2019, as well as prior experience at UnitedHealth Group and Saint John's University. Outside of his advisory career, he has worked as a ride-sharing driver for Lyft, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers to deliver discretionary and non-discretionary portfolio management and financial planning services.

James Munger is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping businesses, professionals, and their families develop comprehensive financial strategies. He leverages the resources of Merrill and Bank of America to provide clients with access to investment insights as well as banking and lending solutions. His approach focuses on understanding clients’ goals and implementing personalized wealth management strategies that adapt over time to reflect changes in clients’ situations. With a Bachelor's Degree in Finance from the University of St. Thomas, James brings over a decade of experience, including 13 years trading agricultural commodities prior to his career at Merrill. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategies for individuals and corporations. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional work, James enjoys outdoor activities such as biking, boating, fishing, football, skiing, and traveling. He values spending time with his wife, daughter, and black labs. His professional philosophy centers on building strong relationships by being accessible, knowledgeable, and committed to guiding clients through important financial decisions.

Clint Markin is a CFP® professional with 20 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Markin serves as secretary of the Markin Foundation, Inc., where he participates in meetings related to the museum, marketing, and memorabilia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Amy Anderl is a financial advisor with Robert W. Baird & Co. in Eau Claire, WI, holding a Series 66 designation and nine years of industry experience. She has been with Robert W. Baird since 2016. Amy 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 firm offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a mix of in-house and third-party managers across a range of traditional and complex investment strategies.

Christopher Kolinski is a financial advisor with Ameriprise in Chippewa Falls, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kolinski serves on the board of the Newman Parish Endowment Fund and coaches the men's golf team for the Chippewa Falls School District. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sara Bach is a financial advisor with RBC Capital Markets in Eau Claire, WI, holding a Series 66 designation and 20 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with options for portfolio customization and alternative investments.

Mark Rogo is a financial advisor at Stifel with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning analyses.

Abby Weber is a financial advisor with LPL Financial based in Eau Claire, WI, holding a Series 66 credential and seven years of industry experience. She has worked at TJX Companies since 2016 and with LPL Financial since 2009. Outside of advising, she is a Notary Public who notarizes documents for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supporting advisors with a range of investment strategies and operational tools.