Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.

Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.

Patrick Marcell is a financial advisor at Elite Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to medical services through Anovia, though he is not compensated for this activity. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm employs a variety of model portfolio strategies guided by fundamental, technical, and cyclical analysis, and offers services including wrap-fee asset management, financial planning, and retirement plan education and management.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.

Adam Ranum is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Powertek, and affiliated Northwestern Mutual firms. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Teryn Kuse is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2022. Prior to that, she was with Northwestern Mutual and held various roles in education and retail. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing a strategic asset allocation approach supported by model portfolios and a multidisciplinary planning model through its parent firm.

Jeremy Schoenherr is a CFP® professional with five years of industry experience. He is currently with Summit Financial, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is also affiliated with the Stratford School District. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Scott Paterick is a financial advisor with Harbour Investments, Inc. in Wisconsin Rapids, WI, holding a Series 63 designation and over 32 years of industry experience. He has worked at Harbour Investments since 2014 and has longstanding affiliations with Investors Choice, Connecticut Mutual Life Insurance Co, and Modern Woodmen of America. Outside of advisory work, he serves as director and vice president of the Assumption Foundation, a Catholic high school organization, and is an owner and author at Mount Everest Publishing. Harbour Investments provides investment advisory and financial planning services to a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized strategies across various investment vehicles, and offers model-based solutions through a subscription platform.

Jason Glisczynski is a CFP® with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at Silvertree LLC and Brookstone Capital Management. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, a student rental property business where he is involved in property management and maintenance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Benjamin Kasten is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, having joined Principal Securities and Principal Life Insurance Company in 2026. His previous work includes roles in custom home construction and community service. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Raymond Cal is a financial advisor with Principal Financial Services, holding a Series 63 designation and 21 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, Union Financial Inc., and Heil Financial Group. He is also involved in sales of fixed insurance products and funeral trusts for estate planning purposes. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Glenn Helminiak is a CFP®-designated financial advisor with Edward Jones, based in Stevens Point, WI, and has 25 years of industry experience. He has been with Edward Jones since 2000. In addition to his advisory role, he owns the branch office building where he operates. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Guck is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Outside of his advisory role, he is involved in managing a tax practice as part owner of Legacy Accounting & Financial Services LLC and runs his own financial planning firm, Guck Financial & Insurance Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizes proprietary asset allocation tools, and supports multiple advisory platforms including third-party managed accounts and model portfolios.

Jason Kraemer is a CFP® professional with 23 years of experience in the financial services industry. He has been with Ameriprise since 2002, currently serving as an advisor at their Plover, WI office. Outside of his advisory role, he is co-owner of EEHC Solutions LLP, a business involved in health insurance sales including Medicare and Marketplace insurance. Ameriprise provides retirement-income planning services aimed at clients nearing or in retirement who meet specific asset criteria. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendation reports, combining modeling and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Koral Livernash is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to entering financial services, she worked for over two decades at Marshfield Medical Center. Outside of her advisory role, she serves as a board member for the South Wood County Humane Society, focusing on animal welfare and shelter advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority and offering integration with managed-account programs under a separate billing structure.

Timothy Meyers is a financial advisor at Edward Jones with 22 years of industry experience. He has worked at Edward Jones since 2019 and previously spent 16 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he manages agricultural land rental in Arkdale, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory and investment solutions, including managed accounts, mutual funds, and tax-efficient services, operating under a fiduciary standard.