Amy Sjolander is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of experience at the firm. She previously worked at Shopko for 22 years. 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 and operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Clifford Warden is a financial advisor with Cetera, holding the ChFC® and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Financial Planning Services of La Crosse. In addition to his advisory work, he is an author and distributor of the books "The Awakening" and "The Reunion." Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to affiliated and third-party money managers.

David Kincaid is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the finance committee of NewLife Equipping Ministry in El Dorado, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul Hayden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors Inc. for seven years before joining Ameriprise in 2016. Outside of advisory services, he is president of Hayden CPA SC, where he provides tax preparation services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Todd Anderson is a financial advisor with Equitable Advisors in Onalaska, WI, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Anderson is also a member of the Black River Falls Rotary Club and serves as a trustee and estate administrator in various capacities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party program sponsors.

Gary Bergman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he works as a self-employed math tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Lee Ann Lien is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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 been with Primerica Advisors since 2018 and also maintains involvement in related business activities including referrals for home security and automation products. Outside of his advisory work, he owns DHM Properties, LLC. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by third parties and supports accounts with custodial and trading services from Pershing and BNY Mellon Advisors.

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 with Ameriprise in La Crosse, WI, holding a Series 66 designation. He has one year of industry experience and previously worked 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 that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies. Their approach involves collaborative, non-discretionary implementation supported by proprietary research, third-party data, 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.

Amy Shimshak is a Series 66 licensed financial advisor with Edward Jones, based in La Crescent, MN, with two years of industry experience. She has been with Edward Jones since 2002 in various roles within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.