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.

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.

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.

Jared Scheunemann is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc for eight years. Outside of advising, he serves as a senior accountant at Legacy Accounting and Financial Services LLC and is a director on the board of Key Savings Bank. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party managers and uses firm-provided tools to construct diversified portfolios across various asset classes.

Clayton Knoke is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes three years at VALMARK ADVISERS/Valmark Securities and two separate periods at Edward Jones totaling 13 years. Outside of his advisory role, he has coached youth hockey and served as a head coach for an 8th grade baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets with a broad network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Glavin is a financial advisor with Ameriprise in Rosholt, WI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he serves on the Board of Directors for the First Choice Pregnancy Resource Center in Stevens Point, WI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Logan Boettcher is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Filbrandt Wealth Management and held various positions at the University of Wisconsin–Madison. He serves on the Board of Directors for the Boys and Girls Club of Wisconsin Rapids Area. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Sharon Zeman is a financial advisor with Edward Jones in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. She previously worked with the Heart of Wisconsin Chamber of Commerce Inc for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services supported by a large national network of financial advisors and branch offices.

Theodore Lamp is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2002. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Michelle Keyzer is a financial advisor with Raymond James Financial in Wisconsin Rapids, WI, holding a Series 63 designation and bringing 23 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2003 and also owns M&M Financial Services, a support company for her Raymond James office. Additionally, she works as an independent contractor booking travel for friends and family through a business called Touring and Cruises. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance work through unique affiliations.

Skye Manning is a financial advisor with Edward Jones in Wisconsin Rapids, WI, holding the ChFC® designation along with Series 63 and Series 66 licenses. Manning has 12 years of industry experience, including 10 years at THRIVENT Financial prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Tyler Thormann is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2020 and previously worked at Cranberry Creek Cranberries Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Finco is a financial advisor with Ameriprise in Nekoosa, WI, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at BMO Harris Financial Advisors, M&I Insurance Services, and M&I Trust Company prior to joining Ameriprise. He serves as Treasurer on the Board of Directors for the Terrace VI Babcock National Condominium Organization Association. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Beth McKinney is a financial advisor with Primerica Advisors in Wisconsin Rapids, WI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1995 and has prior experience that includes roles at Assumption Catholic Schools and self-employment. In addition to her advisory work, she has involvement in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and supports advisory services through a large network of financial advisors.

Kimberly Rock is a financial advisor at Ameriprise in Wisconsin Rapids, WI, holding Series 63, Series 65, and Series 66 licenses with two years of industry experience. She has worked at Ameriprise since 2024. Outside of her advisory role, she is a wellness advocate with doTERRA and an independent consultant for Norwex. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendations and ongoing retirement income planning. The firm’s approach includes tax-aware withdrawal strategies and is supported by proprietary research and third-party data within a defined investment universe.

Suzanne Pilger is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for Building Blocks Learning and is a member of the First Congregational Church, UCC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Isaac Schield is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team and a distinctive enrollment process requiring certain asset levels and includes managed account assets in its recommendations.

Joseph Arnold is a financial advisor at Edward Jones in Wisconsin Rapids, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Fox LLC and Maxair Incorporated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and services supported by a large national network of financial advisors and branch offices.

Matthew Casper is a financial advisor with Thrivent Investment Management in Wisconsin Rapids, WI. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent Financial since 2015. Outside of his advisory role, he is involved in a family maple syrup business and helps manage lawn mowing services, activities aimed at teaching entrepreneurial skills to his children. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm delivers these services through a nationwide network of advisors without discretionary trading authority, emphasizing planning separate from investment management.

Genevieve Kosmatka is a financial advisor with Edward Jones in Nekoosa, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at the United States Postal Service from 2011 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services through a large network of financial advisors and branch offices nationwide.

Teri Jaeger is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and Thrivent Financial. Outside of advisory roles, she has been involved with The Outpost Ranch and held positions at Mid-State Technical College and Ridges Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Aaron Hoernke is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hoernke serves on the Board of Directors for Adams Columbia Electric COOP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steve Holmes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Holmes is also an independent insurance agent for various companies in Wisconsin Rapids, WI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides tailored investment strategies across multiple platforms with options ranging from discretionary to non-discretionary management and features proprietary and third-party model allocations.

Shanon Moon is a financial advisor with Ameriprise in Wisconsin Rapids, WI, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2008. Outside of her advisory role, she owns a small real estate business, Moon Valley Rentals. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.