Carley Widiker is a Series 66-licensed financial advisor with Edward Jones in Altoona, WI. She joined Edward Jones most recently in 2026 and has prior experience within the firm as well as diverse roles including coaching with the Madison Elite Volleyball Club and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Zwiefelhofer is a financial advisor at Edward Jones in Eau Claire, WI, holding a Series 66 designation. He joined Edward Jones in 2026 after 21 years at Airtec Sports. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Jeffrey Erickson is a financial advisor at Edward Jones in Eau Claire, WI, with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. Outside of his advisory role, he is associated with Northwoods Brewpub and Grill LLC, a business he started in 2003 but holds no active responsibilities in. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches nationwide.

Colter Dziekan is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has a background that includes roles at Johnson, Runkel & Kraegenbrink Inc., US Bankcorp, Shaffer Development LLC, BDO USA, LLP, and Concordia University Wisconsin. Outside of financial advising, Dziekan is a licensed notary in Wisconsin. 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, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with advanced research tools and a broad array of financial products.

Joseph Lanzer is a financial advisor with Ameriprise in Eau Claire, WI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Money Concepts Capital Corp, Chippewa Valley Financial Services, Advisors Management Group, and Northwestern Mutual. Outside of his advisory work, he is employed by Swoboda Management LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

William Hilgedick is a CFP® with 37 years of industry experience and has been with Edward Jones since 1987. He is based in Eau Claire, WI, and holds the Series 63 designation. Outside of his advisory role, he serves as a Commissioner and Chair for the Chippewa Valley Regional Airport Commission and is a co-owner of an LLC formed to purchase and own an aircraft for personal use. 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 programs, including discretionary and non-discretionary strategies, with a large national footprint of financial advisors and branch offices.

Andrew Cooper is a financial advisor at Edward Jones in Eau Claire, WI, holding a Series 66 designation with 19 years of industry experience, all spent at Edward Jones since 2007. Outside of his advisory role, he coaches youth basketball for the Eau Claire YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets through a large national network of advisors and branch offices.

Joseph Munger is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Merrill since 1995 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in 80/40 LLC, a for-profit entity involved in hunting land ownership. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristen Kloepping is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked as an independent contractor for Norwex for ten years. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional markets. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Docksey is a CFP® and Series 66 credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Wellbeats Inc., Ambrion Inc., and Ditech Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Dale Robl is a Series 66 licensed financial advisor with 19 years of industry experience, currently affiliated with OSAIC since 2010. Prior to joining OSAIC, he worked at Investment Centers of America, Inc. from 2007 to 2010. He is involved with Legacy Wealth Management, where he assists clients with investments, retirement planning, insurance, and estate planning strategies, and is a partner in a tax preparation business, Action Tax Service, located in Eau Claire, WI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a substantial network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and various portfolio management options including discretionary and non-discretionary accounts.

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.

Catherine Johnson is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds a Series 66 designation and has worked with Raymond James since 2011. Prior to that, she spent several years in insurance-related roles. She is also an associate at Fries Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal finance and employer advisory programs.

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.

Codi Koxlien is a Series 66-licensed financial advisor with Raymond James Financial, bringing nine years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2017 and Triad Advisors, Inc. from 2012 to 2017. She is also involved with Fries Financial Group in a support role focused on administrative work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services through a unique affiliated municipal advisor.

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.