Steven Jorgenson is the principal of Fifth Point Advisors LLC in Ettrick, WI, holding a Series 65 license with 10 years of industry experience. He is also the founder and principal of Starbridge Venture Capital LLC, focusing on venture investments in technology and commercial space startups. Additionally, Jorgenson serves as a trustee for Acorn Irrevocable Trust, a director of Heartland Mutual Insurance, and treasurer for the French Creek Lutheran Church Foundation. Fifth Point Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages a private pooled vehicle, Woodridge Capital LP. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, with services that include asset allocation, security selection, and portfolio monitoring.

Melissa Mansfield is a financial advisor with Focus Financial and holds a Series 66 designation. She has 12 years of industry experience and has been with both Focus Financial and OSAIC since 2015. In addition to her advisory role, she works as an insurance agent, assisting clients with policy applications and offers. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.

Edward Davig is a financial advisor at Packerland Brokerage Services, Inc. with 49 years of industry experience. He holds the Series 63 designation and previously operated Davig Financial Corporation for 12 years before joining Packerland Brokerage Services in 2008. Outside of advisory work, he is involved in insurance sales through his ownership of DFC. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plan sponsors, through a network of 178 advisors and offers diverse advisory programs and third-party manager solutions. The firm combines direct and outsourced investment management using the Hilltop-cleared Envestnet platform, providing customizable account structures and both discretionary and non-discretionary management options.

Brian Russell is a financial advisor at Cetera Planning Partners with 19 years of industry experience. He holds a Series 63 designation and has held previous roles at Avantax Investment Services, Avantax Planning Partners, and ProEquities. In addition to his advisory work, Russell serves as president and CPA of Russell & Associates LLC, a public accounting and consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified portfolios tailored to client objectives, and it provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Timothy Bramlett is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Kaplan University, True North Surgical, and Legacies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a broad range of planning topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate planning and investment services.

Jordan Zimmerman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with Ameriprise Financial Services and Securities America Advisors. His background also includes roles outside the financial sector, including a position with the Los Angeles Angels of Anaheim. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Christopher Perkins is a Series 66-licensed financial advisor with Thrivent Investment Management in Winona, MN, where he has worked since 2019. He has a total of seven years of industry experience, including prior roles at Verve, A Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a wide range of financial topics, delivered as either one-time or ongoing engagements, with separate managed-account services available through a consolidated billing option.

Miranda Dearborn is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Bluff View Bank in various capacities since 2018. Additionally, she serves on the marketing committee and manages social media and customer service for Bluff View Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and custodial relationships.

Chase Gould is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked primarily with Thrivent Financial since 2020. His prior work includes roles at Precision Dose and Forest Springs Camp & Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple areas without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Matthew Schroeder is a financial advisor at Osaic with two years of industry experience. He previously worked at Securities America, Inc. and spent eight years at Vantiva. In addition to his advisory role, he coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary’s University of Minnesota. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Paul Gunderson is a financial advisor with Edward Jones in Holmen, WI, holding CFP® and Series 66 designations and possessing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for Capital One Services II, LLC from 2013 to 2017. Outside of his advisory role, he has been involved in the sale of hay or farm produce as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and services supported by a nationwide network of financial advisors and branch offices.

Vincent Ruger is a financial advisor with Ameriprise in Holmen, Wisconsin, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Ruger is involved in his local community as a varsity assistant basketball coach and basketball official for the Holmen School District, and serves as treasurer for Holmen Youth Basketball. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dylan Lisitza is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at Finnacial Services of Winona and Foundation Finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Alexis Partington is a financial advisor at Edward Jones in Winona, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked at Mayo Clinic and The Grove Golf Course, and has a background that includes a long-term role at Fastenal Company. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Slaggie is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Outside of his advisory role, he serves as vice president and board member for the nonprofit Hurry Back Productions, Inc., is treasurer of the Slaggie Family Foundation, and holds an officer position at Winona Golf and Dining, Inc. 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports a wide network of advisors with specialized programs and institutional consulting.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Kimberly Renk is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Edward D. Jones & Co., L.P. since 1994. Outside of her advisory role, she is associated with Interest Seekers, LLC, an equipment rental business based in Austin, TX. 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 options supported by a nationwide network of over 23,700 financial advisors.

Robert Quinlan is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 36 years of industry experience. He has been with Cetera and its affiliated firms since 2019, following a decade at SagePoint Financial. Quinlan is a co-owner of an advisory and insurance services firm and serves on the board of the Winona Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment advisory and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management options and access to multiple managers and program structures.

Kristin Beseler is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to her career in finance, she spent several years at Howes Diamond Jewelers and was involved with AdvoCare International as a distributor of nutrition supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Reeck is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Aleah Harvey is a Series 66-licensed financial advisor with Edward Jones in Winona, MN, holding four years of industry experience. Her prior work includes roles with Lutheran and Episcopal churches and Saint Mary's University of Minnesota, spanning over a decade. Harvey serves as a substitute musician for several local churches and is an at-large board member of Women in Business of Winona. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Mark Swenson is a Series 66-credentialed financial advisor with six years of industry experience, currently serving clients at Osaic. His prior roles include positions at Securities America Advisors, Edward Jones, and Dynamic Lifecycle Innovations. Outside of his advisory work, he is an elected school board member for Houston School District 294 and serves on the board of the Minnesota Rural Education Association. He also co-manages a family farm in Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct portfolios tailored to clients’ risk tolerances and preferences.

Kevin Mahoney is a financial advisor at Edward Jones in Winona, MN, holding CFP® and PFS™ designations with 22 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Nesnah Management/La Crosse Scale from 2011 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lynette Stevens is a financial advisor with Edward Jones in Winona, MN, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Stevens serves as Treasurer for the Pleasant Green Townhouse Association, managing financial records and reporting to the board. 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 solutions and is notable for its large retail advisor network and affiliated financial services.

Michael Slaggie is a financial advisor with Raymond James Financial in Winona, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2010 and is also the owner of Slaggie Capital Group. Outside of his financial career, he serves as president of Hideaway Outfitters, a business involved in land management for livestock and guided hunting, and he founded the nonprofit Hurry Back Productions. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs.

Kimberly Clausen is a financial advisor with Edward Jones in Winona, MN, holding Series 63 and Series 66 designations and having 11 years of industry experience. Her prior work includes roles at Northwestern Mutual and related entities, with additional experience in local community recreation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Phillip Anderson is a financial advisor with OSAIC in Winona, MN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 40 years of industry experience, including prior roles at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory work, he owns a building used for his practice and leases office space to local attorneys. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and access to third-party managed accounts.

Nash Kramer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the Mayo Clinic and the University of Minnesota-Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Sobotta is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1992. Sobotta serves on the board of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using a model-driven investment approach with access to third-party asset managers and wrap programs.

Andrew Kieffer is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera and Winona National Bank since 2016. Outside of his advisory role, he serves on the finance committee for the Diocese of Rochester-Winona Priest Pension Fund and is a board member of Cotter Schools, where he participates on the Operational Vitality Committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.

Cory Campbell is a financial advisor with Thrivent Investment Management in Holmen, WI. He holds Series 63 and Series 66 designations and has 15 years of industry experience, including 14 years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics without portfolio management or institutional advisory services.

Jacob Reeck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Nutty Squirrel Sports Saloon and the City of River Falls Glenn Park Swimming Pool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Brandi Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones in Winona, MN since 2016. She holds the Series 66 designation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branch offices.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

John Hardy is a financial advisor with Edward Jones in Winona, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he participates in music performance and maintains a foster care license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Barry Ploessl is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 designation and is based in Holmen, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm provides both discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he manages residential rental properties through CD Taylor Holdings LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Kyle Sobotta is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Kohler Company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Gregg Brandt is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Brandt owns Red Monkey Motorsports, a business involved in selling used and new motorsports parts and supporting his racing and collecting activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.