Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he dedicates significant time to insurance product sales. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to a range of clients including individuals and business entities. The firm employs a multi-faceted investment approach combining modern portfolio theory with quantitative, fundamental, and technical analysis, and it includes an explicit focus on DST/1031 exchange consulting.

Brock Cooper is a financial advisor with Principal Financial Services in Saint Croix Falls, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Principal Financial Services since 2013 and is currently associated with Principal Workforce, LLC. Outside of his advisory role, he is involved in managing family investment and tax entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Adele Hensley is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including administrative and client service support for RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes analytical tools and non-discretionary planning to tailor strategies to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregory Paine is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including managed wrap fee strategies, separately managed accounts, and proprietary mutual funds, and operates under a fiduciary standard.

Matthew Fisk is a financial advisor at Edward Jones in Osceola, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a rental property called The Trails Retreat in St Croix Falls, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Joseph Casey is a financial advisor with LPL Financial based in St. Croix Falls, Wisconsin. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and was affiliated with the University of Wisconsin-La Crosse. Outside of his advisory role, he is involved in community work managing grounds for Boardman Cemetery. 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 asset management services, utilizing both proprietary research and third-party strategies, supported by advanced advisor tools and a broad array of non-advisory financial products.

Theresa Tihanyi is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

Tanya Paine is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chisago City, MN. She has two years of industry experience and previously worked at General Mills from 2006 to 2017. Outside of her advisory role, she is a co-owner of Revant LLC. 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 manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tucker Hazzard is a CFP® professional at Edward Jones with three years of industry experience. He began his financial advising career with Edward Jones in 2023 after prior roles at US Foods and Andersen Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Jon Jacobson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been associated with Raymond James since 2001 and also works with The RiverGroup in St. Croix Falls, WI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and provides specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Creek is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating financial strategies for high-net-worth individuals, families, and businesses, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, and personal retirement planning. Dan's approach to wealth management is consultative and service-oriented, aiming to balance risk and reward based on individual client needs. Dan began his career in engineering before transitioning to financial services in 1998 and joining Merrill in 2000. He holds a Bachelor of Science in Mechanical Engineering from the University of Wisconsin-Platteville, earned in 1987. Dan has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of St. Mary's Church and the Burlington Kiwanis Club. Dan resides in Burlington with his wife, Patty, and has two grown daughters. His personal interests include fishing, spending time with family, and traveling.

Kirsten Koenig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Dancing Dragonfly Winery and held long-term positions at Petco and Pier 1 Imports. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Margaret Koenig is a Series 66 licensed financial advisor with Edward Jones in Osceola, WI, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Kelly Services Global, LLC and Hudson Hospital & Clinic. 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 under management and offers a range of advisory programs, investment strategies, and affiliated capabilities through a large network of advisors and branch offices.

Steven Wright is a financial advisor with Edward Jones in Osceola, Wisconsin, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Land O'Lakes, Inc. from 2015 to 2019. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Almlie is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Osceola, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Raymond James since 2008 and is also involved in ownership and management roles related to The RiverGroup Financial Advisors and a family farm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, offering advisory programs as well as institutional consulting and portfolio management.

Timothy Pauley is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services in various capacities since 1999. Pauley serves as a director on the Osceola Industrial Development Corp board and owns The RiverGroup Administration Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Scott Racine is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Avantax Insurance Agency and Avantax Investment Services, and he owns Racine Tax & Financial Services, a tax preparation and accounting business. He is also involved in Tax-Smart Advisory Group LLC, a shared services company supporting financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and provides access to multiple investment strategies and program platforms.

Bryan Moore is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Brian Benson is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones in Chisago City, MN, having worked there from 2014 to 2021 and again since 2023, with a two-year tenure at Merrill in between. 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 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.