Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial since 1987 and holds the Series 63 designation. Based in Hammond, WI, he has a long tenure at the firm. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Wicker is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Harbour Investments Inc., Invest Financial Corporation, and Transamerica Financial Advisors. In addition to his advisory role, he is a 1099 contractor providing 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Chad Shafer is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and 65 licenses and has 18 years of industry experience. He has worked with Avantax Investment Services, Inc. for 18 years and leads Shafer Financial Services, SC, a tax preparation and accounting business. Additionally, he serves as a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business in Baldwin, WI. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Samantha Witthoft is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she serves as Treasurer on the Board of Directors for the St Croix Select Volleyball Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Bedford is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Outside of advising, he receives book royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Timothy Carlson is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including roles at Westconsin Credit Union and Cuna Brokerage Services, Inc. Outside of his advisory work, he also serves as a notary. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marsha Shafer is a financial advisor at Cetera with over 33 years of industry experience. She holds a Series 63 designation and has worked with multiple firms, including Avantax Advisory Services and Shafer Financial Services, which she has owned since 1992. Shafer is also involved in tax preparation and advisory services through Shafer Financial Services, SC and Tax-Smart Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment strategies.

Andrea Monchilovich Pickerign is a financial advisor at Fidelity with 26 years of industry experience. She previously worked at RBC Capital Markets for eight years before joining Fidelity Investments. Outside of her advisory role, she is an independent beauty consultant, teaching and selling skin care products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Jennifer Most is a Series 66-licensed financial advisor with Edward Jones in Baldwin, WI, and has two years of industry experience. Prior to joining Edward Jones, she worked for seven years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Radintz is a financial advisor with Osaic Wealth, Inc. and holds a Series 63 designation. He has 20 years of industry experience, including prior work at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as president of the Glenwood City Wrestling Club, supporting the local high school wrestling program. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers to construct diversified portfolios.

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.

Derek Reese is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. His prior roles include extensive tenure at Wells Fargo and WESTconsin Credit Union. Outside of advisory work, he serves as a notary and works part-time as a prep cook at a local bar and grill. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Katie Swenby is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 designations. She has four years of industry experience, including prior roles at 3M. Outside of her advisory work, she is active in the Glenwood City community, serving as a committee member for the Glenwood City Area Community Club and secretary of the Community Foundation of Glenwood City. She and her husband are also purchasing the commercial building where her office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning analyses across a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.