Mary Klug is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. She has also been involved with American Senior Benefits and operates Klug Financial Solutions, where she provides insurance services. Additionally, Klug is the owner and Investment Advisor Representative of Klug Wealth Management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Ian Cohrs is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has work history including roles at Edward Jones and the Marshfield Clinic Health System. 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 through a nationwide network of more than 23,700 advisors. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Katie Helmstadter is a CFP® and ChFC® affiliated with Edward Jones, where she has worked for 10 years. She holds the Series 66 designation and has a decade of industry experience. Outside of her advisory role, she is involved with Pagels Destination, a restaurant in Athens, WI, where she has bartended since 2015. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets through a widespread network of financial advisors and offers various investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Kevin Cohrs is a financial advisor with Edward Jones, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages an office rental property in Merrill, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Connor Finucan is a financial advisor at Edward Jones with the Series 66 designation and one year of experience at the firm. His prior work history includes roles at Tactical Search and Recruitment, Angi Services, Midwest Communications, Inc., and Rembrandt Commercial Cleaning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Christopher Robinson is a financial advisor with Edward Jones, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Robinson is involved with FABULUX Productions, providing sound production for events and performing wedding services as an ordained minister. 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 strategies, supported by a large network of advisors and branch offices nationwide.

Jeffery Isaacson is a financial advisor at Ameriprise with 37 years of industry experience. He previously worked at Peoples State Bank, Peoples Investment Consultants, and Commonwealth Financial Network. Isaacson also holds a Series 63 designation and maintains an outside role as a financial advisor at Incredible Bank. 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.

Kelly O Day is a Series 66-licensed financial advisor at Thrivent Investment Management with seven years of industry experience. She has been with Thrivent since 2018 and previously worked for Brown County Publishing for over a decade. Outside of her advisory role, she serves on the boards of multiple local organizations focused on community health and outdoor recreation, including a cancer charity and regional trail and cycling coalitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based analyses and various planning topics, allowing clients to combine planning with managed accounts under separate service arrangements.

David Purmal is a financial advisor at Edward Jones with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Edward Jones since 2003. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Joseph Simkovic is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Aetna, a CVS Health company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Robert Oemig is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has three years of industry experience and previously worked for Aspirus Merrill Hospital for fifteen years. Oemig serves as a board member for Park City Credit Union and is Vice President of the Merrill Masons, a fraternal organization engaged in community and charitable activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses and planning without discretionary portfolio management. The firm supports ongoing or one-time engagements through its network of advisors and integrates planning with managed-account services under its WealthPlan offering.