Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Justin Philipp is an advisor at MBE Wealth Management, LLC in Tomah, Wisconsin, holding a Series 65 designation. He joined the firm in 2025 and has prior experience as a student at the University of Wisconsin-Whitewater and working at Bobbers Island Grill. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions with financial planning and portfolio management. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and integrates fundamental and technical analysis to customize asset allocations.

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Baylee Saladis is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously at Wealthspire Advisors in 2020. Saladis is also affiliated with the University of Wisconsin-Madison and has experience in insurance sales. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach with fundamental and technical analysis, and offers a range of financial planning and consulting services.

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Chadwick Gaffney is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding a Series 65 credential and one year of industry experience. He previously worked at Stone Pillars Wealth Management and Northwestern Mutual and has been involved in multiple business ventures since 2018. Gaffney serves as a tactical aircraft maintenance technician with the Wisconsin Air National Guard. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions, offering financial planning and portfolio management with a primarily long-term, diversified approach utilizing mutual funds, ETFs, and independent managers. The firm works with institutional custodian platforms and provides additional fiduciary and consulting services, including an affiliation with an accounting and consulting firm.

Jacob Krueger is a CFP® with 17 years of industry experience, currently serving as a financial advisor at MBE Wealth Management, LLC since 2013. He previously worked at LPL Financial LLC for five years. Outside of advisory services, he is also engaged in insurance sales as a licensed insurance agent. MBE Wealth Management provides advisory services to a diverse client base, including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, supported by fundamental and technical analysis and continuous account monitoring.

Jason Henrich is a CFP® professional with 21 years of industry experience. He has worked at MBE Wealth Management, LLC since 2016 and previously held positions at LPL Financial LLC, Ohio National Financial Services, and B. C. Ziegler And Company. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions by providing financial planning, portfolio management, retirement plan advisory, and consulting. The firm uses a primarily long-term investment approach with diversified, low-cost mutual funds and ETFs, and employs institutional custodian platforms to support client servicing.

Timothy Moy is a financial advisor with MBE Wealth Management, LLC in Baraboo, WI, holding a Series 66 designation and 14 years of industry experience. He has been with MBE Wealth Management since 2012 and previously worked at LPL Financial, LLC. Moy is also a managing partner at Moy, Borchert, Erbs and Associates, LLP, a CPA affiliate program. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while maintaining institutional custody relationships.

Calvin Peterson is a financial advisor at MBE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Fairfield Hills Golf Course & Range and the University of Wisconsin-Madison. Peterson is also a licensed insurance agent involved in implementing insurance recommendations. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, and retirement plans. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs along with individual securities and independent managers, employing both fundamental and technical analysis in its investment approach.

Brent Brinker is a financial advisor at MBE Wealth Management, LLC with 16 years of industry experience. He has been with MBE Wealth Management since 2012 and previously worked at LPL Financial from 2012 to 2018. He holds a Series 66 designation and is also involved in insurance sales outside of his advisory role. MBE Wealth Management provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, alongside individual securities and independent managers, and offers financial planning, investment management, retirement plan fiduciary services, and consulting.

Griffin Moe is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, Moe officiates college hockey games as an NCAA referee. 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 has a large retail advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

Ryan Egstad is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at SagePoint Financial, Inc., and The Guardian Life Insurance Company. He operates Egstad Wealth Management through Norstad, Inc., which provides investment-related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roger Bakken Jr. is a CFP®-designated financial advisor with Edward Jones in Tomah, Wisconsin, where he has worked since 2005. He has 20 years of industry experience and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Alex Egstad is a Series 66-registered financial advisor with LPL Financial, based in Tomah, Wisconsin, and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Kohler Company for five years. He also operates a non-variable insurance agency, Egstad Insurance & Investments, where he sells life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services delivered through a large network of advisors, with access to model portfolios, third-party asset management, and institutional platforms.

Jeremiah Haun is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He is based in Tomah, WI. Outside of his advisory role, he is involved in essential oil sales as a distributor for Young Living. 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 through a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nichole Martin is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. She has been with Thrivent and its affiliated entities since 2019. Outside of her advisory role, Martin owns a home business that creates custom shirts and decor for local organizations and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Hope Carlson is a financial advisor at Ameriprise in Tomah, WI, holding a Series 66 designation with experience beginning in 2024. Her prior roles include positions at the City of Tomah Treasury Office and University of Wisconsin - Whitewater. She has also worked in educational and restaurant settings. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Joel Brieske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he serves as Secretary for the Tomah Baseball Club, a youth baseball organization focused on fundraising and community engagement. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Brooke Bakken is a financial advisor at Edward Jones in Tomah, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones in 2025, Brooke's background includes roles at Pepperdine University and Vintage Church Malibu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of advisors and branch offices nationwide.

Rick Carlson is a financial advisor with Ameriprise Financial Services in Tomah, Wisconsin, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2016. Carlson serves on the Board of Directors for the Hiawatha Golf Course in Tomah. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jeffrey Brieske is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 licenses. He has four years of industry experience and previously worked for the Tomah Area School District for 22 years. Outside of his advisory role, he serves as the head boys basketball coach for the Tomah Area School District and works as a physical trainer at Eupraxia-Tomah. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses across a variety of financial planning topics. The firm offers these planning services alongside managed-account programs without discretionary trading authority for the planning engagements.

Martha Klatt is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 19 years of industry experience. She has been with Ameriprise since 2016. Klatt serves on the boards of several local organizations in Tomah, Wisconsin, including First United Methodist Church, Tomah Area Credit Union, and Families First, and she is slated to be District Governor for Rotary International District 6250 in 2027-2028. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice. The firm’s approach incorporates proprietary investment research and algorithmic tools within a restricted enrollment framework that includes Ameriprise managed assets.

Ronald Brieske is a financial advisor with Thrivent Investment Management in Tomah, Wisconsin, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning without discretionary portfolio management or institutional client services.