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.

Brent Wohlers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent Financial. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Stuhr is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Barry Ploessl is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 designation and is based in Holmen, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm provides both discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Shari Hopkins is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 26 years of industry experience. She previously worked at Coulee State Bank and LPL Financial, LLC, each for 12 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Braeden Keeney is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier employment outside the financial sector. He is also involved in sales of non-investment related products such as home security and automation through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Timothy Mcallister is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. He previously worked for Royal Alliance Associates, INC. for 34 years before joining OSAIC Wealth in 2023. He is the owner of McAllister Financial Services, Inc., a corporation specializing in life insurance, long-term care insurance, fixed annuities, and disability insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and the use of third-party managed account solutions.

Justin Shirky is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and B & F Fastener Supply. Outside of financial advisory work, he owns Blackwater Recovery, LLC, and works part-time as a driver for Uber and Lyft. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and provides trade execution and custody through established partners.

Esley Henkes is a financial advisor with Robert Baird & Co. in Onalaska, WI, holding Series 65 and Series 63 credentials and having five years of industry experience. Prior to joining Baird in 2020, Henkes worked at Associated Bank and Upper Iowa University. Henkes is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

David Davies is a financial advisor with Robert W. Baird & Co. in Onalaska, WI, holding Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Robert W. Baird since 2008. Outside of his advisory role, he owns and manages several non-investment businesses, including an internet marketing company and a video and photography firm. David is part of The DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutional clients by offering tailored financial planning, portfolio management, and consulting services. The firm employs a variety of investment strategies and overlays, including traditional and non-traditional allocations, and also provides municipal advisory and public finance services.

Daniel Radtke is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he has been involved with Midwest Family Radio Inc. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Dickman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with Primerica Advisors since 2021 and has additional experience with Primerica Financial Services dating back to 2019. Outside of finance, he is involved as a delivery driver for Spark Delivery in La Crosse. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports clients through a large network of advisors and offices.

Dennis Kowalke Jr. is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His professional background includes roles in transportation and training companies as well as involvement with Pfs Investments Inc. Outside of his advisory work, he has associations with multiple businesses in transportation and entertainment fields. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jason Thurow is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Primerica Advisors, Primerica Financial Services, Mathews Inc, The Toro Company, and Leer Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Kurt Pfuhl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been associated with Primerica Advisors since 1989 and operates KM Pfuhl Inc., a business formed for Primerica purposes. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and maintains oversight of model implementation and trading.

Stacey Klein is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her background includes roles in local government and healthcare administration, alongside managing business ventures such as Harry's Place. Klein has been affiliated with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies and offers advisory services through a large network of advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes positions at Cashton Vet Clinic and Jenkins, Stittleburg and Menn Law Office. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.