Donald Brovick is a financial advisor with Principal Financial Services in Cazenovia, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016. In addition to his advisory role, Brovick serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. 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 and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years at Investment Centers Of America, Inc., with additional experience at Citizens First Bank dating back to 2000. Outside of his advisory role, he is also an insurance agent with United Life Insurance Agency. 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 other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at ICA Group Wealth Management, LLC from 2021 to 2024 and Investment Centers of America from 2008 to 2017. Outside of his advisory role, he is the sole owner of Callan Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies supported by LPL Research and advanced operational tools.

Terry Sebranek is a Series 66 licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial. His career includes prior roles at Commonwealth Financial Network and Raymond James Financial, among others. He is a co-owner of RSF, LLC and Kalerry, LLC, the latter involved in managing commercial real estate, and also provides tax preparation services through RSF Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies, supported by advanced advisor tools.

Shelly Stibbe is a financial advisor with Ameriprise in Richland Center, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of her advisory role, Stibbe is involved in managing a dairy farm and holds several board positions, including serving on the boards of Schmitt Woodland Hills and local community organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, employing a non-discretionary implementation model supported by proprietary research and third-party data.

Joseph Brown is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Rewald, Sebranek, & Frawley. Brown serves as a board member for Ithaca Public School in Richland Center, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, serving a large network of investment adviser representatives.

Michael Cosgrove is a financial advisor with Ameriprise in Richland Center, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is a licensed auctioneer conducting several auctions annually and serves on multiple nonprofit boards, including as treasurer of the Richland County Performing Arts Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Fruit is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Kaleb Frawley is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Raymond James Financial. Outside of his advisory work, he owns RSF Group, LLC, which provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Eric Mindham is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Trust Point, Inc. and the University of Wisconsin-La Crosse. Outside of his advisory role, he serves as a cross country coach for the Richland School District. 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. Its platform supports a wide range of strategies implemented by investment adviser representatives through model portfolios, third-party subadvisors, and customized approaches.

Kathleen Bedward is a Series 66 licensed financial advisor with Edward Jones in Richland Center, Wisconsin, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Riverdale Basketball Club in Muscoda, Wisconsin, helping organize the basketball program and related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.