Richard Tegge Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2020 and has been associated with Wealth Strategy Group since 2009, previously spending 11 years with Commonwealth Financial Network. 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 portfolios, third-party asset management, and institutional platforms.

Jerome Morrison is a Series 66-licensed financial advisor with Edward Jones in Tomahawk, WI, bringing five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years in the United States Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

Steven Schumacher is a CFP® with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at large scale with over 14,000 advisors and approximately $671 billion in assets under management.

Sara Olsen is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2022 and previously spent five years with Commonwealth Financial Network. Additionally, she is involved with Mainstreet Investment Group LLC, which she has been affiliated with since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and asset management solutions, supported by advanced research tools and a large network of over 22,800 advisors.

Tim Bodette is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wells Fargo Clearing for 15 years. 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 offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Blair Otterholt is a financial advisor at Edward Jones in Tomahawk, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as an S3 Transportation Analyst in the United States Army Reserve. 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 nationwide network of more than 23,700 financial advisors.