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April B

Series 63, Series 65

Black River Falls, WI

Great Valley Advisor Group, LLC

April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and was previously employed by Jackson County Bank from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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Kristin S

Series 63, Series 66

Black River Falls, WI

Eagle Strategies (NY Life)

Kristin Stutz is a financial advisor with Eagle Strategies (NY Life) based in Black River Falls, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She operates Illume Financial Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Kristin has also worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages a substantial portion of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kristin F

Series 66

Black River Falls, WI

Edward Jones

Kristin Franks is a financial advisor with Edward Jones in Black River Falls, Wisconsin, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Franks serves as a board member for both the Black River Country Chamber of Commerce and the Black River Falls Public Library. 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, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning ESG / Sustainable investing Founder/Business Owner
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