Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

Griffin Wiegel is a financial advisor at Edward Jones in Greenville, WI, holding a Series 66 designation with experience beginning in 2024. Prior to joining Edward Jones, his work history includes roles at Winona State University, Winona Heating and Venting, Amazon, the City of Winona Street Department, Kwik Trip, and Anduzzi's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Alice Naef is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America and SII Investments, Inc. in advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Wallace is a financial advisor with Ameriprise in Kaukauna, WI, holding a Series 66 designation and with 5 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she manages her business activities through MC Lowery, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria. The firm provides comprehensive, research-driven recommendations supported by a centralized consulting team, combining modeling and tax-efficiency analysis to tailor income strategies.

Steven Phipps is a financial advisor with LPL Financial in Neenah, WI, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2018, he worked at Woodbury Financial Services and has been involved with Kobussen Buses as a bus driver since 2014. He also serves as a town clerk for Stockbridge, WI, and has experience as a licensed real estate broker. LPL Financial is a national broker-dealer and registered investment adviser that delivers advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and utilizes technology and a broad platform of financial services alongside its advisory offerings.

Travis Kloehn is a financial advisor with Thrivent Investment Management in New London, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Kloehn serves as a board member for both the New London Police and Fire Commission and the New London Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm emphasizes holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.

Leigh Thern is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors and as sponsorship chair for the Executive Women's Golf Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.