Adam Swanda is a financial advisor with LPL Financial in New Richmond, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to various model portfolios and research.

Chris Chandler is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Franklin is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is involved in community activities, serving on a committee for the Northwest YMCA and acting as Treasurer for the Suburban Corvettes of Minnesota social club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, and brokerage services.

Jonathan Ehresmann is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 credential and bringing 10 years of industry experience. Before joining Ameriprise in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2015 through 2024. Outside of his advisory role, Ehresmann performs live music with two bands and provides private guitar lessons. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel De St. Aubin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2013. Outside of his advisory role, he is involved in coaching youth athletes with the St. Croix Soccer Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides its services through structured planning processes supported by firm-approved tools and investment modeling.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

Emma O'Brien is a Series 66 registered financial advisor with Edward Jones, based in Scandia, MN, with three years of industry experience. Her prior work history includes roles at Dick's Fresh Market, Walmart, and Park Tool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and additional services such as trust company offerings and securities-based lending.

Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of advising, he works part-time as a prep cook at Outpost Bar and Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Mc Pherson is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2025. He has prior experience in education and healthcare sectors, including roles at DeVry University and MedCerts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Colin Eral is a financial advisor at Edward Jones in Somerset, WI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Outreach Enterprises LLC and Royal Mechanical. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Benjamin Eby is a financial advisor at Edward Jones with three years of industry experience. He previously worked at New York Life/D55 for four years and served seven years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Henning is a financial advisor at OSAIC with 27 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 11 years. Henning is also president of Christopher Henning Consulting Co., where he coaches individuals and their staff on efficiently using technology in their practices. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Ann Cirullo is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2013 and at Morgan Stanley Smith Barney since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2011. Outside of her advisory role, she is involved in owning rental property and leasing farmland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside various investment and brokerage activities.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Ryan Naatjes is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles. The firm integrates in-house and third-party investment resources and provides access to alternative investments and specialized capital-markets capabilities.

Heidi Gemuenden is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randy Penkwitz is a financial advisor with LPL Financial in Hudson, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked with Investment Centers Of America, Inc. and has been associated with both LPL Financial and GWM Advisors, LLC (doing business as CPR Wealth Advisors) since 2017 and 2018, respectively. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party investment research.