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 65 and Series 63 licenses. He has one year of industry experience and a diverse background that includes roles in education, credit unions, and hospitality. He is also involved 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals.

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. His prior roles include positions at CUNA Brokerage Services, Inc. and Wells Fargo Clearing. Outside of his advisory work, he is co-owner of Camp Bandy, a business he has operated since 1999. 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 offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and institutional platforms, supported by 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.

Ethan Pond is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial and various positions connected to the University of Wisconsin Stevens Point, as well as experience at Greenheck, Dunhams, Menards, and Wausau Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without discretionary trading authority. The firm combines goal-based analyses with managed-account options under a consolidated billing program called WealthPlan.

Andrew Carrillo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. His prior experience includes roles at Tom James Company, Ashley Furniture, and Men's Wearhouse. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Bryce Stieber is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds the Series 66 designation and has prior experience at Wells Fargo Clearing and Liberty Mutual. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning. The firm employs a centralized service team for retirement planning that collaborates with advisors and uses proprietary research and third-party data to guide nondiscretionary recommendations.

Nichole Johnson is a financial advisor at LPL Financial in Wausau, Wisconsin, holding a Series 66 designation with three years of industry experience. She has worked with BMO Harris Bank since 2015 in various roles before joining LPL Financial. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad suite of non-advisory financial activities.

Jason Hohenstein is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and over 30 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors, ON Investment Management, and Equity Design Advisors. He is also involved with Alpha Dog Advisor, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Steven Luther is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he held positions in lawn care, polymer recovery, industrial solutions, and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.

Steven Schreiner is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and previously worked at Stifel, Nicolaus & Company, Incorporated for six years. Outside of his advisory role, he operates a health and wellness business, S Schreiner LLC dba Apex Wellness, where he serves as owner and personal trainer. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors and serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts under various program structures.