Navi Dowty is a financial advisor with Associated Retirement Planners, Inc. in Wausau, WI, holding a Series 63 designation and over 41 years of industry experience. He has been with Associated Retirement Planners since 2008 and has operated Navi Dowty & Associates, Inc. since 1982. Outside of advisory work, he owns the DuPage Tax Group and authored the book *Financial Success for the Smiling Retiree*. He also holds a partial non-employee, non-controlling interest in Redhawk Wealth Advisors in Minneapolis. Associated Retirement Planners, Inc. provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm typically manages client assets through referral and solicitor relationships with third-party advisers on a non-discretionary basis and offers financial planning on an hourly basis.

Derek Hoff is a financial advisor at Hoff Private Wealth with seven years of industry experience. He holds a Series 65 credential and previously worked at Northwestern Mutual in various capacities between 2016 and 2019. Hoff is also a licensed insurance agent, offering related products and advice as part of his broader services. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating ETFs, mutual funds, equities, fixed income, and real estate funds, with services tailored to client risk profiles and custodianship at Schwab Institutional.

Jack Knetter is a financial advisor with Modern Wealth LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Cape Securities, Terra Wealth Management, Thompson Financial Group, and Primerica. He is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension/401(k) consulting for individuals, high-net-worth clients, business entities, and employee benefit plans. The firm uses a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term trading horizon.

Dalton Matkovich is a financial advisor at United Advisors America with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including Alliance America, Woodbury Financial Services, and Northwestern Mutual. His background also includes four years at Clark County Rehab and Living Center. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning services. The firm’s approach is based on Modern Portfolio Theory, utilizing model portfolios, regular reviews, and a preference for mutual funds and ETFs.

Jeffrey Mulhern is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. Outside of his advisory work, he is involved in several non-investment ventures including ownership and partnership interests in real estate and other businesses. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Alan Resch is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Packerland Brokerage Services since 2017 and has a background that includes ownership and management roles in insurance agencies and property management companies. Resch serves as president and owner of Resch Birnamwood Insurance Agency and has involvement with T.E.A. Properties, LLC. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory solutions utilizing both direct management and third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Timothy Freiberg is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland since 2005 and also coaches football at Wausau West High School, a role he has held since 2001. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements, with a focus on routine client reviews and due diligence of third-party managers.

Patrick Poeschel is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and 9 years of industry experience. He previously worked at HD Vest Investment Services and has been involved with Poeschel Accounting LLC for over two decades. Outside of advisory work, he operates a chicken farming business, Chick Oasis, LLC. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Kerry Whalen is a financial advisor with ON Investment Management Company in Wausau, WI, holding Series 63 and Series 65 credentials and offering 39 years of industry experience. He has held various roles within affiliated and related firms, including Whalen Capital, Inc. and Whalen Financial Group, Inc. Outside of his advisory work, he is involved in managing and refurbishing distressed real estate through Granite Oaks Properties and Granite Oaks LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, integrating third-party investment options and dual registration with an affiliated broker-dealer.

Kevin Bruner is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Harbour Investments since 2003. Bruner is also involved in other business activities including ownership and operation of Bruner Financial Services, Inc. as an independent insurance agent and co-ownership of Buska & Bruner Financial Services, Inc. and Mountain Bay Properties, LLC. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management, including model-based solutions through a subscription platform.

Virginia Vanderwaal is a financial advisor at ON Investment Management Company with 19 years of industry experience. She holds a Series 66 designation and has worked extensively with Whalen Financial Group, Inc. and Whalen Capital, Inc., supporting advisory services and client management. Vanderwaal is also president of Corporate Retirement Solutions LLC. ON Investment Management Company is an SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary accounts and integrates third-party investment programs alongside its broker-dealer activities.

Connor Buechel is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held roles at Packerland Brokerage Services and Rib Mountain Financial Group. Outside of advising, he is an agent for Wachholz Investments and Insurance, focusing on life, health, and long-term care insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through a range of financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management and combines brokerage and advisory services to provide multiple implementation pathways.

Cody Hanke is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Packerland since 2016 and has also been involved with American Ginseng of Marathon and Prime Hunt. Outside of his advisory role, he operates Rib Mountain Financial Group, focusing on life, health, disability, fixed annuities, and long-term care insurance. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and manages over $1.3 billion in assets. The firm offers a range of financial planning and portfolio management services, utilizing the Hilltop-cleared Envestnet platform to provide various managed account solutions on both discretionary and non-discretionary bases.

Benjamin Casselberry is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth Financial Network, Haas Financial, and Wells Fargo Home Mortgage. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party money managers on the Hilltop/Hilltop-cleared Envestnet platform.

Daniel Marx is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Packerland Brokerage Services since 2007 and has been involved in property management since 1989. Outside of his advisory work, Marx serves as a general partner and owner in a real estate development partnership and is involved in various non-securities-related business ventures including real estate and product development. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and over $1.3 billion in assets under management. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a variety of account structures and investment solutions.

James Ison is a CFP® professional with 22 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2014. His prior experience includes roles at Calton & Associates, Hermening Advisory Services, First Allied Advisory Services, Midwest Professional Planners, and Equitable Advisors. Outside of his advisory work, he owns and manages businesses related to wildlife management, agriculture, beekeeping, and provides tax preparation and accounting services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting through a network of 178 advisors, utilizing both direct and third-party investment solutions on the Envestnet platform.

Jared Kiepke is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is affiliated with ON Investment Management CO and has worked at related entities including Whalen Capital, Inc. and The ON Equity Sales Company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a dual-registration model where advisers also act as registered representatives, offering both discretionary and non-discretionary investment management strategies.

Robert Wachholz is a financial advisor with Packerland Brokerage Services, Inc. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Packerland Brokerage Services since 2002. Outside of his advisory role, Wachholz is involved in insurance sales through Rib Mountain Financial Group. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, utilizing firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

David Stellpflug is a financial advisor with Packerland Brokerage Services, Inc. in Mondovi, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Packerland Brokerage Services since 2009 and also owns Family Financial Associates, Inc., where he is involved in life, health, fixed and indexed annuities, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, including high-net-worth clients, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers a combination of discretionary and non-discretionary account management with tools such as separately managed accounts and model portfolios, and operates as both an SEC-registered investment adviser and a FINRA broker-dealer.

Jake Whalen is a financial advisor with ON Investment Management Co. based in Wausau, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Whalen Capital, Inc., Whalen Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, and Northwestern Mutual. Outside of advisory services, he is active as an insurance agent and registered representative for securities product sales. ON Investment Management Company is an SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a dual-registration model involving broker-dealer activities and third-party investment programs.

Teresa Zastrow is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations, and has 21 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Funds Distributor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Charles Grugel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at SagePoint Financial Advisors, OSAIC, and Ohio National. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Scott Thompson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2014. Outside of his advisory role, he owns a business involved in managing single-family rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that address a wide range of topics without including implementation. The firm integrates planning with managed-account options through its “WealthPlan” program while maintaining separate service structures.

Ronald Shnowske is a financial advisor at Edward Jones in Mosinee, WI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. 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.

Jacob Ringwelski is a financial advisor with Ameriprise in Schofield, WI, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, including its affiliated entities. Outside of his advisory role, Ringwelski serves on the board of Peyton's Promise and coaches 9th grade football for the DC Everest School District. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bradley Heiting is a financial advisor with Edward Jones in Schofield, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Knusalla is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at SagePoint Financial Advisors and Ohio National Financial Services. 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 investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Ronald Leptien is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Harbour Investments, Ameriprise, and First Allied Advisory Services. Outside of his advisory role, he owns and operates Rockhouse Financial, a support company under which his practice is listed. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Heeg is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Dawson Group - Pickles Sandbar, and United Community Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers topics such as retirement, tax, estate, and special needs planning. The firm offers these services either on a one-time or ongoing basis without discretionary trading authority, and clients may combine planning with managed-account programs under a consolidated billing option.

Randy Butler is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial in Weston, WI. His career includes roles at Voya Financial Advisors and various credit unions where he has provided financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

William Zoromski is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors and Ohio National Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and platforms supported by research and technology tools.

Keene Winters is a financial advisor with LPL Financial in Schofield, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Great Lakes Financial Management Group, and Financial Planning Services, Inc. Winters is also co-owner of Winters Pharmacist Services, LLC, a healthcare consulting business. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology.

George Hoffman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has worked at firms including Ameriprise and Harbour Investments, Inc. Hoffman is also the owner of Rockhouse Financial LLC, a support company based in Mosinee, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and corporations. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Hall is a financial advisor at Thrivent Investment Management with six years of industry experience. He previously worked at Ameriprise Financial Services, LLC for five years, among other roles in financial services. Hall serves on the Governance Board of Bridge Community Health Clinic in Wausau, WI. 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 planning without discretionary portfolio management for institutional clients, emphasizing written recommendations across a broad range of financial topics.

Elizabeth Oestreich is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2021. Prior to her current role, she worked for the Wausau School District for 18 years. Outside of her advisory work, she serves as a rover for the Wisconsin Interscholastic Cycling League, supporting student mountain bike racers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Eric Jacobson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Jacobson serves as president of the Rothschild Urbanairs Snowmobile Club, a nonprofit organization that maintains and grooms snowmobile trails in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics while keeping implementation and portfolio management separate from the planning process.

Ryan Jones is a Series 66-credentialed financial advisor with 18 years of industry experience, currently working at Thrivent Investment Management since 2011. He serves on the boards of several local organizations, including a Christian radio station, a nonprofit mountain biking coalition, and a community foundation supporting nonprofits in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure.

Donald Wild is a CFP® professional with 23 years of industry experience, all with Edward Jones since 2003. He holds a Series 63 license and operates out of Wausau, WI. Wild has a limited partnership role as a silent partner in ABBY INN LLC, a motel business. 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 variety of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and a range of affiliated investment options.

Charles Ouimette is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to this, he spent 11 years at Sam's Club, a division of Walmart Stores Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a nationwide network of financial advisors and branch offices.

Jenna Flynn is a financial advisor at Edward Jones in Mosinee, Wisconsin, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in health-related roles at the Marathon County Health Department, Forest County Potowatomi Health & Wellness Center, and Aspirus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, 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 a large nationwide network of financial advisors and branch offices.

Kevin Snow is a financial advisor with LPL Financial in Wausau, WI, holding CFP® designation and over 37 years of industry experience. His prior work includes roles at Sagepoint Financial Advisors, Ohio National Life Insurance, and Third Street Advisors, LLC. 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. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Steven Bandy is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Inc. and Wells Fargo Clearing. Outside of his advisory work, he is co-owner of Camp Bandy, a business he has operated since 1999. 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, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Belanger is a Series 66-licensed financial advisor with Edward Jones, based in Marathon, WI, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he owns and maintains a commercial rental property through Belco LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities beyond traditional advisory services.

Ethan Pond is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial and various positions connected to the University of Wisconsin Stevens Point, as well as experience at Greenheck, Dunhams, Menards, and Wausau Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without discretionary trading authority. The firm combines goal-based analyses with managed-account options under a consolidated billing program called WealthPlan.

Jason Hohenstein is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and over 30 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors, ON Investment Management, and Equity Design Advisors. He is also involved with Alpha Dog Advisor, a business entity related to tax and investment purposes. 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 broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Steven Luther is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he held positions in lawn care, polymer recovery, industrial solutions, and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.