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.

Stephen Driever is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and possessing 42 years of industry experience. He previously worked at LPL Financial for 10 years before joining Cetera. Outside of his advisory role, he is a co-owner of Driever Family Farms LLC, a farmland rental business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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.

Amanda Jaquish is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors since 2017. In addition to her advisory role, she is an associate at Fries Financial Group, where she provides client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Gene Larock is a financial advisor at LPL Financial with 36 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he worked for Northwestern Mutual and its affiliates from 1996 to 2025. 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 portfolio programs, third-party asset management, and institutional platforms.

Kendall Baumgartner is a financial advisor with Raymond James Financial in Chippewa Falls, WI, holding a Series 66 designation and three years of industry experience. He is also associated with Fries Financial Group, where he works as a financial advisor. Prior to his current roles, he held positions in banking, insurance, real estate, and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports institutional consulting and portfolio management through a large advisor network.

Daniel Schwaegel is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Finance Committee of the Chippewa Valley Home Builders Association and owns a farm income and farmland rental business in Osseo, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.