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 28 years of industry experience. He has been with Stifel since 2009. Pritchard holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Rotary International District 6250 board as a liaison on youth issues and is an advisory board member for the La Crosse Community Theater. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Susan Breyer is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Brokerage Services and Cuna Mutual Group since 2013, and Wells Fargo Clearing from 2011 to 2013. She is also a notary public and co-owner of a family business, Breyer's Sales and Service. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including proprietary and third-party model portfolios, with a notable scale of assets and broad financial services alongside its advisory platform.

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.

Cory Campbell is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 designations and 15 years of industry experience. He has been with Thrivent and its affiliated entities since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping those services separate.

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.

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, WI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

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.