James Robinson is a financial advisor at Wall Investment Group, Inc. in Chippewa Falls, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm focuses on strategic asset allocation tailored to clients’ objectives, income needs, and tax situations, utilizing both fundamental and technical security analysis, with at least quarterly portfolio reviews.

Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.

Brent Ford is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors and Global Financial Private Capital, LLC. In addition to his advisory role, he is a partner at Benefit Resource Partners, where he independently sells insurance, annuities, and life insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative, fundamental, and modern portfolio theory analyses.

Zachary Cockroft is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience and a Series 65 designation. He has worked in various roles since 2016, including positions at Benefit Resource Partners and Benefit Wealth Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts utilizing proprietary models and third-party managers, employing a diverse range of investment strategies including ETFs, mutual funds, options, and private investments.

Evie Schaller is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at CreativeOne Wealth since 2018 through its predecessor, CHANGEPATH, LLC. Outside of her advisory role, she is also involved with Benefit Wealth Partners as an insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary and third-party investment models and supports tailored suitability assessments and ongoing portfolio rebalancing.

Christopher Clauson is a financial advisor at Nations Financial Group, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach involves proprietary model portfolios and tailored recommendations by its investment adviser representatives based on client objectives and risk tolerance.

Aaron Widiker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 15 years before joining Commonwealth and co-owning Wolf Tree Wealth Management, LLC. Widiker is also involved in fixed insurance sales and co-owns Johnny & June Holdings, LLC, a real estate entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services. The firm offers various portfolio management options and distinct program structures, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

David Glenz is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2025, he worked at Edward Jones for three years and has a background that includes roles outside of finance in orthopedic and manufacturing companies. Outside of advising, he works as a Facilities Learning Coordinator at Mayo Clinic, developing learning architecture for their Eau Claire facility. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michael Gapinski is a financial advisor with Raymond James & Associates in Cleveland, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves as a board member of the University of Houston Honors College Advisory Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Terry Krumenauer is a CFP® with 25 years of industry experience, currently serving at OSAIC since 2024. He spent 16 years at Woodbury Financial Services prior to joining his current firm. He is also president of Terry Krumenauer Financial Group Inc., a corporation focused on the sales and service of traditional insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios across a range of investment types.

Zachary Schimmel is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2020. Outside of his advisory role, he is involved as an associate at Fries Financial Group and is a partner in several local business ventures, including an electrical contracting division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and incorporates advanced analytical tools to support client goals, supported by a broad advisor network and specialized municipal and public finance services.

Kelsey Nicolai is a financial advisor at Edward Jones in Chippewa Falls, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Oak Ridge Chemical and Monat Global. 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, as well as affiliated mutual funds and tax-efficient services.

Thomas Madison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2021. Outside of his advisory role, Madison is an associate at Fries Financial Group in Chippewa Falls, WI. 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 consulting using analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brian Simmons is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Nicholas Docksey is a CFP® and Series 66 credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Wellbeats Inc., Ambrion Inc., and Ditech Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Catherine Johnson is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds a Series 66 designation and has worked with Raymond James since 2011. Prior to that, she spent several years in insurance-related roles. She is also an associate at Fries Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal finance and employer advisory programs.

Codi Koxlien is a Series 66-licensed financial advisor with Raymond James Financial, bringing nine years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2017 and Triad Advisors, Inc. from 2012 to 2017. She is also involved with Fries Financial Group in a support role focused on administrative work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services through a unique affiliated municipal advisor.

Darian Prince is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 66 designation and seven years of industry experience. He previously worked at Security Financial Bank and BMO Harris Bank. Outside of finance, he has been involved with Fatboy's Pizza since 2009. 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 with a large network of advisors and branch offices.

Elizabeth Lawrence is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services Advisors since 2019 and was previously with Bernike Wealth Management from 2015 to 2017. Outside of her advisory role, she provides operational support at Fries Financial Group, a service unrelated to investment advising. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as probability modeling, while supporting municipal and public finance work through unique affiliations.

Stephen Driever is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and possessing 42 years of industry experience. He previously worked at LPL Financial for 10 years before joining Cetera. Outside of his advisory role, he is a co-owner of Driever Family Farms LLC, a farmland rental business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Amanda Jaquish is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors since 2017. In addition to her advisory role, she is an associate at Fries Financial Group, where she provides client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kendall Baumgartner is a financial advisor with Raymond James Financial in Chippewa Falls, WI, holding a Series 66 designation and three years of industry experience. He is also associated with Fries Financial Group, where he works as a financial advisor. Prior to his current roles, he held positions in banking, insurance, real estate, and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports institutional consulting and portfolio management through a large advisor network.

Dwayne Kesting is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management Inc. since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Martell is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2025 and previously spent 14 years at LPL Financial. Martell is also a financial consultant with Wealth Management Group LLC, a financial services and tax business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients through more than 10,000 advisors.