Bethany Beauchamp is a financial advisor with Ameriprise Financial Services in Altoona, Wisconsin, holding a Series 66 designation and nine years of industry experience. She has worked with Ameriprise since 2013 across different affiliated entities. 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 advice focused on income sources and tax-aware withdrawal strategies.

Oua Xiong is a financial advisor with Thrivent Investment Management in Altoona, WI, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed account services under a consolidated billing arrangement, while maintaining separate planning and portfolio management functions.

Jason Miloszewicz is a financial advisor with Thrivent Investment Management based in Rice Lake, WI. He holds a Series 66 designation and has seven years of industry experience, including over two decades at Menards prior to joining Thrivent in 2018. Outside of his advisory role, he participates in weekend bass fishing tournaments. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial planning topics without implementation or discretionary trading authority. The firm focuses on holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Izabel Normand is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Royal Alliance Associates, INC., Investment Management Associates, and Citizens State Bank. She serves as a Registered Assistant at Investment Management Associates, a financial advising company affiliated with Osaic Wealth, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Kevin Widiker is a CFP® professional with 22 years of experience in the financial services industry. He has been with Edward Jones since 2004, serving clients from Altoona, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

Drew Gibson is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds a Series 65 designation and has worked previously at Hasenberg Financial Group, Great Planes Aviation, MENARDS, and Synergy Cooperative. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified portfolios, rebalancing, and long-term investment strategies.

Daniel Shoemaker is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. Shoemaker is also the owner of Blue Granite Wealth, a support company, and serves on the Investment Committee of the Eau Claire Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Charles Zwiefelhofer is a financial advisor with LPL Financial in Eau Claire, WI, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Great Valley Advisor Group, U.S. Bancorp Investments, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Matthew Fladten is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Menard Inc. for four years. Outside of finance, he spent five years employed at Hickory Hills Golf Course. 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 large nationwide network of advisors and branch offices.

Michael Kelash is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include four years at Commonwealth Financial Network and several years at accounting firms such as Clifton Larson Allen, LLP. Kelash serves as a board member and volunteer for the Helpful Hearts Foundation and owns Affinity Tax Service, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing proprietary models and access to third-party managers.

Neil Seidling is a Series 66 licensed financial advisor with Edward Jones, based in Fall Creek, WI. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, he owns and helps maintain a family farm in Fall Creek. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Kelly France is a CFP® with 23 years of experience in the financial industry. She is currently with Ameriprise and previously worked at Royal Credit Union, LPL Financial, and U.S. Bancorp Investments. France serves on the Board of Directors for the Chippewa Valley Museum Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Heather Vavra is a financial advisor at Edelman Financial Engines with 11 years of industry experience. She holds a Series 66 designation and previously worked at Hasenberg Financial Group, Royal Alliance, and Investment Management Associates. Outside of her advisory role, she owns The Boujee Woods Life, an educational venture focused on foraging, cooking, and fermentation, where she creates and teaches workshops on mushroom growing and food fermentation. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a broad client base through advisor-led and online platforms.

Robert Weisenberger serves as Senior Resident Director with Merrill in the Eau Claire office, where he manages team workflow and client services. He has been with Merrill for over 22 years and accepted the Resident Director role in 2004. His professional focus includes divorce transition planning, personal retirement planning, portfolio management services, and retirement income strategies. With over 20 years of experience in financial services, Robert holds several designations, including Chartered Retirement Plans Specialist™ (CRPS), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Economics from the University of Wisconsin–Madison. Outside of his professional role, Robert lives in Eau Claire with his wife and three children. He is involved in youth sports coaching and school activities, and enjoys boating, cooking, fishing, football, hunting, and spending time with his family.

Ian Kopp is a financial advisor with Thrivent Investment Management in Eau Claire, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Citizens State Bank for ten years before joining Thrivent Financial and Thrivent Investment Management in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics without discretionary trading authority.

Scott Lawton is a CFP® professional with ten years of experience in the financial industry, all of which have been at Edward Jones since 2016. He is based in Altoona, WI and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Korrie Frank is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Prior to her current role beginning in 2020, she worked at Ameriprise Financial Services, Inc. from 2016 to 2020 and served as an adjunct professor of finance at the University of Wisconsin-Eau Claire from 2015 to 2017. She currently serves as a volunteer on the UWEC Finance Advisory Board and continues to teach as an adjunct professor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes detailed recommendation reports and ongoing advice, drawing on internal research and third-party data, with a defined investment universe influenced by affiliated product partnerships.

Sean Craker is a Series 66-licensed financial advisor at Ameriprise with four years of industry experience. His work history includes roles at Legacy Tax Group and Ameriprise, as well as positions outside finance with the University of Wisconsin-Eau Claire and McDonell Area Catholic Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Amy Lofgren is a Series 66-licensed financial advisor with Robert Baird & Co. in Chippewa Falls, WI, where she has worked since 2017. She has nine years of industry experience, including four years at Orgel Wealth Management. Outside of her advisory role, she is a property owner involved in rental real estate. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Nathan Rudebusch is a Series 66-registered advisor with Thrivent Investment Management in Eau Claire, WI. He has over 10 years of experience including civilian service with the US Department of the Army and prior active duty in the US Army. He has been with Thrivent Financial and its investment management division since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while keeping services separate.