Lee Ann Lien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She previously worked with Wells Fargo Investments, LLC for ten years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kathleen Mc Afee is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Equitable Advisors since 2017 and has prior experience with AXA Advisors and Kimbelry Phillips Financial LLC. Outside of advising, she serves as treasurer for a family farm and is the controlling shareholder of KAMM Financial LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Duncan Mckinney is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2018 and Primerica Financial Services since 2017. Outside of financial services, he is involved in non-investment activities including referrals for home security and automation products. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies mainly on model-driven strategies managed by third-party asset managers. The firm supports approximately 3,698 advisors and manages around $15.5 billion in assets.

Derek Hartleip is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His prior work includes roles at Altra FCU, Aflac, and UW-La Crosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a mix of proprietary research and third-party strategies.

Eve Opland is a financial advisor with OSAIC located in Onalaska, WI, holding a Series 66 designation and bringing 12 years of industry experience. She has worked with Securities America Advisors, Inc. and Next Financial Group, Inc. prior to joining OSAIC. Outside of her advisory role, she has experience assisting clients and managing office operations through her work with Klauke Investments & Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Ryland Wall is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Talon Protection Agency. Outside of his advisory role, he serves as a part-time umpire for youth baseball and works as an event server at a local winery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephen Cohen is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Airgas and TNT Fireworks. Cohen serves as president of the West Salem Business Association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Breanna Malin is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory work, Malin serves as Vice President of the Winona Figure Skating Club and participates in leadership and advisory roles with local Methodist church committees. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning based on probabilistic modeling.

Ian Napiorkowski is a financial advisor at Ameriprise based in La Crosse, WI. He holds a Series 66 designation and has been with Ameriprise since 2025. Prior to his current role, he has experience at the La Crosse Country Club and Swanson Tennis Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning advice. The firm’s approach includes tax-aware withdrawal strategies and asset allocation supported by proprietary research and algorithmic tools.

Donna Bornheimer is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Karla Lasky is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as prior experience with Select Sires, Inc and Accelerated Genetics. She is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Thomas Monson is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Monson serves on the Endowment Fund Committee of the English Lutheran Church and is Treasurer of the City of La Crosse International Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group and offers fee-based financial planning alongside other advisory services.

Heidi Lydon is a financial advisor with Edward Jones in Sparta, WI, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved in local community service as a member of the Board of Review for the City of Sparta and owns businesses related to art and design, construction, and property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Denise Halverson is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones and its predecessor firms since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Sandra Chase is a financial advisor with Wells Fargo Clearing in Onalaska, WI, holding Series 63 and Series 66 designations and five years of industry experience. Her career includes positions at Wells Fargo Bank, NA, Citizens State Bank, and Associated Bank. 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 manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Alaina Fitch is a financial advisor with Thrivent Investment Management in La Crosse, WI, holding a Series 66 designation. She joined Thrivent in 2025 and has no prior industry experience. Outside her advisory role, Fitch serves as Advertising Director for The Racquet Press, the University of Wisconsin La Crosse’s student newspaper, where she creates digital advertising and designs newsletters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Thomas Dolan is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Morgan Murphy Media for ten years. He is also the managing member of 7 Rivers Media, a marketing and advertising business, although it has been inactive for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Dennis Wenthe is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Advisors since 2000 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,964 advisors and offers model-based strategies developed by unaffiliated asset managers, supported by custodial and trade execution services.

William Pritchard is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, following three years at UBS Financial Services. Outside of his advisory role, he serves on the Rotary International District 6250 Board of Directors focusing on youth issues and sits on the advisory board for the La Crosse Community Theater. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.