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.

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.

Matthew Hartung is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank and Ever After Entertainment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Christopher Grode is a financial advisor with Wells Fargo Clearing in La Crosse, Wisconsin. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Alex Matz is a financial advisor at Equitable Advisors with four years of industry experience and holds the Series 66 designation. He has worked at multiple institutions including Kimberly Phillips Financial LLC and Firefighters Credit Union, and is a controlling shareholder of KAMM Financial, an outside business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs and third-party asset management solutions.

Joel Dettwiler is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 credential and over 10 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Voya Financial Advisors, and Mass Mutual Investors Services. He is the founder and owner of Quantum Group SNP, LLC, which provides special needs planning services, and serves as treasurer for the nonprofit Clinpressed, LLC. Additionally, he directs the Northside Volleyball Club, organizing activities for a girls’ volleyball team. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Wynne Larson is a financial advisor with Edward Jones in Sparta, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Larson worked at Thrivent Investment Management Inc. and Thrivent Financial. Larson has experience with organizations such as Alaska Wildland Adventures, Alaska SeaLife Center, and Hunt Hill Audubon Sanctuary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of household types and corporate entities. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supporting its services with a large nationwide network of advisors and branch offices.

Brandon Corcoran is a financial advisor with Cetera holding a Series 66 designation and 11 years of industry experience. His career includes five years at Edward Jones and over 20 years as a self-employed advisor prior to joining Cetera in 2020. He serves as the executor of the Eugene & Ruth Wild estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers model portfolios, third-party manager options, and bespoke strategies across multiple program structures with over 10,000 advisors managing more than $256 billion in assets.

Justin Wise is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He operates out of Onalaska, WI. Outside of his advisory role, he is a partner at OakMarsh Partners, a retailer of game calls, where he oversees online sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Katherine Dahlke is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2025, she spent several years in education at Onalaska Middle School, Onalaska High School, and the University of Wisconsin - La Crosse, alongside self-employment from 2014 to 2025. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Steiger is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2003 and has been involved with Steiger Steel since 1987. Outside of advisory activities, he is engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brandon Hudson is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Dick's Sporting Goods and the Bureau of Indian Affairs. Outside of his advisory work, he serves as an assistant coach for the boys' high school hockey team at Aquinas Catholic Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs and a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.