Timothy Hirst is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct and corporate financial planning agreements.

Rachel Leinon is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. Rachel is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, supported by internal research and manager oversight.

Donald Wild is a CFP® professional with 23 years of industry experience, all with Edward Jones since 2003. He holds a Series 63 license and operates out of Wausau, WI. Wild has a limited partnership role as a silent partner in ABBY INN LLC, a motel business. 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 variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a range of affiliated investment options.

Charles Ouimette is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he spent 11 years at Sam's Club, a division of Walmart Stores Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of financial advisors and branch offices.

Peter Gunn is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Alliance Laundry Systems LLC and Kelly Services. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jenna Flynn is a financial advisor at Edward Jones in Mosinee, Wisconsin, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in health-related roles at the Marathon County Health Department, Forest County Potowatomi Health & Wellness Center, and Aspirus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bryon Graff is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Hermening Financial Group and BMO Investment Services. Outside of his advisory roles, he was involved with the Wausau Area Softball Association for three years. 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 and access to model portfolios, and supports its advisors with research tools and multiple institutional platforms.

Kevin Snow is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has worked at several firms, including Sagepoint Financial Advisors for 13 years and Ohio National Life Insurance for 25 years. 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 a range of advisory services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and oversight of substantial discretionary assets.

Erik Sherfinski is a financial advisor at Equitable Advisors in Wausau, WI, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Partners in Planning LLC and various positions at the University of Wisconsin campuses. Equitable Advisors serves individuals across wealth segments, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a range of financial planning, retirement consulting, and asset management programs delivered by a network of advisor representatives. The firm utilizes third-party program sponsors and TAMPs for advisory models and offers ERISA fiduciary services to qualified plans.

Kurt Waid is a financial advisor with Stifel in Wausau, WI, holding a Series 66 designation and 20 years of industry experience. He worked at B.C. Ziegler and Company for six years prior to joining Stifel in 2018. Outside of his advisory role, he serves as Vice President of the Merrill Golf Booster Club, a nonprofit supporting junior and high school golf programs. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Matthew Gast is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2011. Outside of his financial advisory role, he provides technical consultation for a company developing a virtual reality simulator to recreate astronaut spacewalking experiences. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes various third-party asset managers and advisory programs, focusing on matching clients with suitable investment models and providing ERISA fiduciary services to qualified plans.

Peter Gaffaney is a financial advisor at Robert Baird & Co. in Wausau, WI, holding a Series 66 designation with 15 years of industry experience, all at Baird since 2011. He is part of The DDK Group within Baird’s Private Wealth Management department. The firm serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and brokerage services, supported by internal research and ongoing manager monitoring.

Larry Waldburger II is a financial advisor at Ameriprise in Wausau, WI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Park City Credit Union, Partners in Planning, and UW Lacrosse. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dan Augustine is a financial advisor with Ameriprise in Weston, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Ameriprise in 2023, he spent 15 years at Commonwealth Financial Network and Peoples Wealth Management. Augustine also serves as a financial advisor at IncredibleBank. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing 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 non-discretionary recommendations through a centralized consulting team.

John Knoll is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2016. Outside of his advisory role, he is a PGA Golf Professional and instructor, and serves on the boards of the Community Foundation of North Central Wisconsin and the Newman Education Advancement Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, including both non-high-net-worth and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm employs a model-driven investment approach utilizing third-party asset managers and advisory programs.

Logan Rosenow is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials. He has one year of industry experience. His prior work includes roles at the State of Wisconsin and several educational institutions, as well as involvement with Ghidorzi Hospitality Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports both individual and institutional portfolios through a large advisor network.

Paul Schliepp is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Ansay & Associates for seven years and has a background that includes four years at Wausau Archery. Schliepp holds the Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both traditional and non-traditional investment strategies.

Christopher Smith is a financial advisor with Edward Jones in Wausau, WI, holding a CFP® designation and Series 63 and 66 licenses. He has seven years of industry experience, including three years at KraftHeinz Company before joining Edward Jones in 2020. 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 offers a range of advisory and managed solutions through a widespread network of financial advisors and branch offices.

Steven Bandy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Cunamutual Group, CUNA Brokerage Services, Inc., and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Camp Bandy, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of investment adviser representatives.

David Belanger is a Series 66-licensed financial advisor with Edward Jones, based in Marathon, WI, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he owns and maintains a commercial rental property through Belco LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities beyond traditional advisory services.