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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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Jeanne F

Series 63, Series 66

Chaseburg, WI

Inspire Advisors, LLC

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also works as an engineer at Lumen Technologies, focusing on modernizing software infrastructure. Inspire Advisors is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a variety of investment strategies, often utilizing model portfolios and proprietary ETFs.

ESG / Sustainable investing
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Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Annuities Options & derivatives strategies
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Beau S

Series 65, Series 63

Viroqua, WI

Harbour Investments, Inc.

Beau Schroeder is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Harbour, he worked at Edward Jones and has a background in the automotive industry. He serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisors and third-party managers.

Annuities Options & derivatives strategies
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Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Michael C

Series 66

Viola, WI

LPL Financial

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and over 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America, Inc. He also has a long history with Citizens First Bank dating back to 2000. Outside of his advising role, he is involved with United Life Insurance Agency as an agent focusing on life and fixed annuities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services while providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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John M

Series 63, Series 66

Viroqua, WI

Thrivent Investment Management

John Mickelsen is a financial advisor with Thrivent Investment Management in Viroqua, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2003. Outside of his advisory role, Mickelsen is involved in agricultural activities, organizing a farm focused on fruit and vegetable raising and agri-tourism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on various planning topics without implementing these recommendations directly.

Business ownership considerations
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Ryan C

Series 66

Viola, WI

LPL Financial

Ryan Callan is a financial advisor with LPL Financial and holds the Series 66 designation. He has 18 years of industry experience, including roles at Investment Centers of America and ICA Group Wealth Management. Callan is also the sole owner of Callan Wealth Management, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Arne F

Series 63, Series 65

Viroqua, WI

Thrivent Investment Management

Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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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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Christopher E

Series 66

Viroqua, WI

Edward Jones

Christopher Estrada is a financial advisor with Edward Jones in Viroqua, Wisconsin, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Colectivo Coffee Roasters and Wonderstate Coffee and was involved with the Democratic Party of Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Retirement income strategy Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
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Margaret S

Series 63

Viroqua, WI

Edward Jones

Margaret Severson is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. She holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive Women Professionals
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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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Abigail S

Series 66

Viroqua, WI

Edward Jones

Abigail Severson is a financial advisor at Edward Jones in Viroqua, WI, holding a Series 66 designation. She began her career at Edward Jones in 2024 after completing her education at St Catherine University. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Viroqua, WI

LPL Financial

Allison Mendoza is a financial advisor with LPL Financial in Viroqua, WI, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2017 and previously spent seven years at Rapid Capital Funding. Outside of her advisory role, Mendoza owns and operates an agricultural business, Mill Creek Bottoms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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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