Marleen Thudium is a financial advisor at RJ Hill's Financial Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved in related business activities including managing a business consulting firm and owning an insurance brokerage specializing in health and Medicare-related insurance products. RJ Hill’s Financial Services provides wealth management and integrated tax-planning services primarily to individuals and closely held businesses, with a focus on farmers and clients in blue-collar trades. The firm emphasizes diversification and integrated asset allocation that considers economic outlook, risk tolerance, and tax consequences, offering both discretionary and non-discretionary management.

George Piper Jr. is a financial advisor with Capital Coordinators Company in Eau Claire, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience and has worked with Cambridge Investment Research Advisors, Inc. for the past ten years. Outside of his advisory role, he serves on committees for the Chippewa Valley Symphony Orchestra, Rotary Club of Eau Claire, and Day Resource Center. Capital Coordinators Company provides comprehensive financial planning and investment advice primarily to individual clients and retirement plan sponsors. The firm emphasizes written planning reports tailored to clients’ risk tolerance and objectives, focusing on non-discretionary, planning-centric engagements without percentage-of-assets billing.

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.

Travis Obrycki is a financial advisor at Top Shelf Advisors in Eau Claire, WI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at PESI, Group Health Cooperative of Eau Claire, and the National Business Institute. Outside of advising, he is employed full time as a Senior Data Engineer. Top Shelf Advisors provides limited discretionary management of separately managed accounts along with standalone investment advice, financial planning, and group educational services. The firm serves individuals, retirement and pension plans, trusts, and other entities, using a client-specific timeline to guide investment decisions that include passive and active strategies, options, short selling, margin, and futures with a conservative approach to derivatives.

David Jones is a CFP® with 17 years of industry experience and the sole advisor at Jones Financial Consulting, LLC, an independent firm he has led since 2007. Based in Eau Claire, WI, he holds a Series 63 license and focuses on comprehensive financial planning and asset management. Jones Financial Consulting, LLC provides financial planning and related services to individuals and families, emphasizing long-term, buy-and-hold portfolios constructed from core model allocations customized through risk profiling. The firm operates as a fee-only adviser and offers a wrap-fee program that combines advisory services and trade execution, primarily serving clients engaged for planning services.

Cory Haupt is the sole advisor at C.R. Haupt LLC, an independent firm based in Eau Claire, WI. He holds a Series 65 designation and has 14 years of industry experience. Prior to founding his advisory firm, he worked at G-Force Computers Inc. for 20 years and has been involved in aviation operations through Heartland Aviation, LLC, where he serves as Director of Operations. C.R. Haupt LLC provides investment advisory and small-business consulting services to a limited client base, managing approximately $1.7 million in assets. The firm serves individuals and various entities, employing a mix of fundamental, technical, and cyclical investment analysis with strategies ranging from long-term investing to active trading, including options, cryptocurrencies, and SPACs.

David Jeske is a financial advisor with Jeske Asset Management, LLC in Eau Claire, WI, holding Series 66 and Series 65 designations and five years of industry experience. His prior work includes roles at Royal Credit Union and Raymond James Financial Services. Jeske also operates Jeske Insurance Agency, LLC, where he is a licensed insurance agent specializing in property and casualty insurance. Jeske Asset Management provides discretionary portfolio management and financial planning services to individual clients, focusing on ETFs, mutual funds, equities, fixed income, TIPS, and exchange-traded real estate funds. The firm employs fundamental and technical analysis alongside modern portfolio theory, offering a range of investment strategies that include options trading and requires discretionary authority to implement its approaches.

Jill Wegner is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. She previously worked at Shillin Wealth Management and has been with Jansen Wealth Management since 2020. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolio construction using low-cost, diversified mutual funds and ETFs, employing fundamental and behavioral analysis with ongoing client monitoring.

Patrick Couture is a financial advisor at Keystone Financial with 14 years of industry experience. He holds a Series 65 credential and has previously worked at firms including AE Wealth Management, Brookstone Capital Management, and Valley Curb. Outside of advisory services, he is president of Couture Advisory Group, a licensed insurance agency specializing in annuity and life insurance sales. Keystone Financial provides discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm manages approximately $51.2 million across about 239 client relationships, offering diversified asset allocation through equities, ETFs, and mutual funds, with portfolios monitored and rebalanced based on client objectives.

Jacob Jansen is a financial advisor at Jansen Wealth Management LLC with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Edward Jones, AGP/Alliance Global Partners, and International Assets Investment Management. Jansen is a silent partner in a nutrition company, NuSkool Inc., though he receives no compensation from this role. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, customized portfolios primarily using low-cost mutual funds and ETFs, with occasional use of individual securities and third-party managers.

Jesse Becker is a financial advisor at Keystone Financial in Eau Claire, WI, with two years of industry experience. He holds a Series 65 designation and has worked with several firms, including Couture Advisory Group and AE Wealth Management. Outside of advisory work, Becker is the owner of Keystone Tax LLC, where he provides tax preparation and bookkeeping services. Keystone Financial offers discretionary investment management and integrated financial planning primarily for individual and high-net-worth clients. The firm manages approximately $51.2 million across about 239 client relationships, utilizing diversified asset allocation through equities, ETFs, and mutual funds, with portfolios monitored and rebalanced according to client-specific objectives. Keystone clients are managed within a wrap fee program that combines advisory, execution, custody, and reporting services.

Trevor Bauer is a financial advisor at Life Wise Planning Group LLC in Eau Claire, WI, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Life Wise Planning Group, he worked at Black River Memorial Hospital and Sacred Heart Hospital. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis, along with tactical sector rotation strategies, and may engage third-party sub-advisors to manage client assets.

Daniel Estenson is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He is currently with Bernicke Wealth Management, where he has worked since 2016, including roles at affiliated firms and previously at Great Valley Advisor Group, Inc. and LPL Financial LLC. Outside of his advisory duties, Estenson serves as a board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a nonprofit archery club. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a broad range of clients including individuals, high-net-worth clients, and various institutional entities. The firm employs a macroeconomic, top-down asset allocation approach complemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Brody Bernicke is a financial advisor at Bernicke Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked in private client services since 2025. Brody has also been associated with Bernicke Wealth Management since 2022. Bernicke Wealth Management is a wealth management firm serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset allocation approach, using a variety of investment vehicles supplemented by an AI-driven quantitative model for security selection.

William Peterson is a CFP® and holds a Series 66 license, currently serving at Bernicke Wealth Management with two years of industry experience. Prior to joining Bernicke Wealth Management, he worked at LPL Financial LLC and held various roles including notary public within Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by an AI-driven quantitative model for security selection, managing approximately $887 million in discretionary assets.

Kristie Weber is a financial advisor at Bernicke Wealth Management with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including LPL Financial LLC and Triad Advisors. Weber also serves as a Registered Administrator and Wealth Service Director at Bernicke Wealth Management, coordinating training and employee work responsibilities. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach supplemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Haley Turk is a financial advisor at Bernicke Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial LLC and Private Client Services. Haley is also a commissioned Notary Public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation approach, incorporating quantitative model analysis alongside human review.

Steven Latham is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Bernicke Wealth Management and has previously worked at firms including Great Valley Advisor Group, LPL Financial, Ameriprise Financial Services, and RBC Capital Markets. Outside of his advisory role, Latham serves as president of the board for the Eau Claire Golf and Country Club and is a board member of the Children’s Museum of Eau Claire. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by AI-driven quantitative models and manages approximately $887 million in discretionary assets.

Lindsey Hendrickson is a financial advisor at Bernicke Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Triad Advisors. Lindsey is based in Altoona, Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model and serves a diverse range of institutional and individual clients.

Mitchell Van Den Meerendonk is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bernicke Wealth Management, where he has worked since 2025, following prior roles at Great Valley Advisor Group Inc and LPL Financial. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, foundations, trusts, and corporations. The firm uses a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model to guide portfolio construction.