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.

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.

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.

Susan Breyer is a financial advisor with LPL Financial and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at CUNA Brokerage Services, Cuna Mutual Group, and Wells Fargo Clearing. Outside of her advisory work, she is co-owner of Breyer's Sales and Service, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Joel Torgerud is a financial advisor with Osaic Wealth, Inc. based in La Crosse, WI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he provides tax services through a sole proprietorship during the early months of the year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services using asset-allocation tools and multiple platforms, with portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Terry Dickman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jacob Follansbee is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. His prior work includes roles in credit unions, universities, and technical colleges. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Masen Miller is a financial advisor at Osaic Wealth Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and McAllister Financial Services, Inc. Miller also attended the University of Wisconsin-La Crosse from 2018 to 2022. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing various platforms and asset-allocation tools, supporting both discretionary and non-discretionary portfolio management.

Peter Helstad is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Before joining OSAIC in 2023, he spent 14 years at SagePoint Financial. His professional activities include providing fee-based money management and insurance sales services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors, employing asset allocation tools, risk tolerance assessments, and automated rebalancing to build diversified portfolios.

Cory Campbell is a financial advisor with Thrivent Investment Management in Holmen, WI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including 14 years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics without portfolio management or institutional advisory services.

Eric Guth is a financial advisor with Osaic Wealth, Inc. in La Crosse, Wisconsin, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His career includes long tenure at Mutual of Omaha Investor Services and Mutual/United of Omaha from 1988 to 2021, followed by roles with Securities America Advisors before joining Osaic in 2024. Guth is involved in insurance sales and operates under the DBAs Executive Wealth Solutions and Futurity First Insurance Group, as well as a partnership in LifeSpan Financial Partners. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools and various investment strategies across a broad set of investment vehicles while supporting both discretionary and non-discretionary account management.

Aidan Greene is a financial advisor with Ameriprise in La Crosse, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin La Crosse and held roles at Holy Family Catholic High School and Our Lady of the Lake. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Howard Patchin is a financial advisor at Edward Jones with four years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2021, he worked at Equitable Advisors and spent 14 years at Johnson Controls, Inc. Outside of his advisory role, he serves as trustee for the Donald and Lorinda Patchin Family Trust, managing approximately 100 acres of farmland in Iowa. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and nondiscretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.