Michael Linse is a CFP® professional with 33 years of industry experience, currently serving at Principal Financial Services in Mondovi, WI. He has worked with Mondovi Investment Center since 2010 and has been affiliated with Princor Financial Services Corp since 2009. Outside of his advisory work, Linse is involved in competition grilling and catering through his Sand Road BBQ Team. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kari Scott is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Citizens State Bank and Citizens Community Federal. Scott’s background includes experience outside finance, having worked at The Eau Claire Ale House for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Rud is a financial advisor with Osaic Wealth, Inc. He holds the Series 66 designation and has two years of experience in the financial industry. Prior to joining Osaic, he was involved with Ali Rud Financial Services and volunteered as an assistant baseball coach for the Mondovi School District. He is also a member of the Gilmanton Sportsman’s Club. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside access to third-party money managers and unified managed accounts. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Tyler Schroyer is a ChFC® and Series 66 licensed advisor with LPL Financial, based in Durand, WI, with four years of industry experience. Prior to joining LPL, he worked at OSAIC and Woodbury Financial Services INC, and he has a background in education with several years spent in school districts. Outside of financial advising, he is involved in basketball officiating through the Wisconsin Interscholastic Athletic Association. 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.

Lisa Berger is a financial advisor with Edward Jones in Mondovi, WI, holding a Series 66 credential and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she manages a property rentals business, D. Y. Bella Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branches.