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Paul T

Series 65

Westby, WI

The Life Group Financial Services

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Kenji C

CFP®, Series 65

Bangor, WI

Creative Planning

Kenji Callahan is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Creative Planning and previously worked at AEGIS Financial and Marian University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Seth V

Series 66

Westby, WI

Edward Jones

Seth Volden is a financial advisor at Edward Jones in Westby, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Dakota Supply Group and has extensive experience in distribution and hospitality through roles at S&S Distributing/BILLS DISTRIBUTING and Gasser's Bar & Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon C

Series 66

Clinton, WI

RBC Capital Markets

Brandon Christiansen is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at State Farm and earlier positions in educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through in-house and third-party managers and provides clients with options for tax management, responsible investing, and alternative investments.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Eric E

Series 66

Westby, WI

Cetera

Eric Evenstad is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with firms including Avantax and currently serves on the Westby Area School Board. Outside of advising, he is president of the Fine Arts Foundation of the Westby Area and assists as a robotics program coach for local schools. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment programs and third-party manager access, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Katie F

Series 66

Bangor, WI

Ameriprise

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Denise H

Series 63

Sparta, WI

Edward Jones

Denise Halverson is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones and its predecessor firms since 1986. 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.

General retirement planning Retired Founder/Business Owner Executive
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Wynne L

Series 66

Sparta, WI

Edward Jones

Wynne Larson is a financial advisor with Edward Jones in Sparta, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Larson worked at Thrivent Investment Management Inc. and Thrivent Financial. Larson has experience with organizations such as Alaska Wildland Adventures, Alaska SeaLife Center, and Hunt Hill Audubon Sanctuary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of household types and corporate entities. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supporting its services with a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon C

Series 66

Cashton, WI

Cetera

Brandon Corcoran is a financial advisor with Cetera holding a Series 66 designation and 11 years of industry experience. His career includes five years at Edward Jones and over 20 years as a self-employed advisor prior to joining Cetera in 2020. He serves as the executor of the Eugene & Ruth Wild estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers model portfolios, third-party manager options, and bespoke strategies across multiple program structures with over 10,000 advisors managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathan S

Series 65, Series 63

Sparta, WI

Edward Jones

Jonathan Stakston is a financial advisor with Edward Jones in Sparta, WI, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Before his financial services career, he was involved with Potato King Inc. from 2014 to 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Todd V

Series 66

Westby, WI

Edward Jones

Todd Volden is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns a property management business focused on office and rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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