Most financial advisors have never run a business, worked land, or made decisions under real pressure... but I have. I'm Jose Alvarez, founding advisor at Harvest Horizon Wealth Strategies, a fee-only, fiduciary advisor in Amery, Wisconsin and happily serving clients in the Upper Midwest. I'm also a 10 year veteran of the U.S. Army - a paratrooper and infantryman with combat experience. Now a husband, father, and working beef rancher. I built this firm because the people I respect most deserved better than what the brokerage world was offering them. I work with: Ag business owners and ranchers: succession, exits, land transitions, and operating complexity Business owners approaching a transition: growth, a sale, or legacy planning Families and individual: bringing a level of financial planning they don't get from the advisor with a big smile, several hundred clients, and only enough time to speak to them once a year What you get: o Fee-only and fiduciary: I'm paid by you, not by commissions o A plan built around your life stage, complexity, and goals o Coordination with your CPA and attorney: I don't do their jobs; I make sure everyone is working toward the same outcome o An advisor who understands land, livestock, and operating businesses... because I live it too I'm not the right fit for everyone. I work best with people who are serious about their finances, business, and wealth; those who value directness over salesmanship and want someone who will tell them the truth. If that sounds like what you've been looking for then reach out. Let's see if we're a good fit.

Sherri Munkelwitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Bremer Bank, and Old National Bank. Outside of her advisory work, she is employed by Kwik Trip, Inc. 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, and institutional platforms, supported by extensive resources and a large network of advisors.

Brandon Graber is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and VOYA Financial Advisors. Outside of his advisory role, he volunteers as a firefighter, serves on the board of Western Wisconsin Health, and is involved in community organizations such as Lions Clubs International. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Debra Kindschy is a financial advisor with Edward Jones in Amery, WI, holding a Series 66 designation and four years of industry experience. She worked at Dairy State Bank from 2016 to 2018 before joining Edward Jones in 2018. 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 nationwide network of financial advisors and branch offices.

Matthew Radintz is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has worked at Osaic Wealth, Inc. since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as president of the Glenwood City Wrestling Club, supporting the local high school wrestling program. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party management strategies across a broad product set.

Ryan Collins is a Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Collins serves as a board member for the Amery Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors nationwide.

Joan Bartz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Bartz serves on the board of the Everwood Farmstead Foundation, a charitable organization supporting artists, and holds leadership roles in local community organizations including the Community Foundation of Glenwood City and the Glen Hills Lions Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed-account services through a consolidated billing option.

Kyle Overby is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has operated his own tax and accounting practice since 2003 and serves on the boards of the Clear Lake Golf Club and the Clear Lake Dollars for Scholars, acting as treasurer for both organizations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors nationwide, offering portfolio management, financial planning, and retirement services to a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm provides a multi-manager platform with options ranging from model portfolios to bespoke strategies and manages over $256 billion in assets.

Steven Helling is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and over 20 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for nearly two decades. 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 portfolio management services through a large network of advisors, utilizing multiple investment strategies and operational support tools.

Eric Morrissey is a financial advisor with Edward Jones in Amery, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Cardinal Glass from 2004 to 2021. Outside of his advisory role, he serves as a varsity softball coach for the Clear Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Katie Swenby is a financial advisor with Thrivent Investment Management in Glenwood City, WI, holding Series 65 and Series 63 licenses and four years of industry experience. She previously worked at 3M for six years before joining Thrivent. Outside of her advisory role, Swenby is active in her community as a committee member of the Glenwood City Area Community Club, secretary of the Community Foundation of Glenwood City, and co-owner of a local commercial office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based planning without discretionary portfolio management or institutional advisory services.