Theodore Jones is a CFP® credentialed financial advisor with 40 years of industry experience. He is affiliated with IHT Wealth Management LLC and has held roles at Fieldstone Forty LLC, United Planners' Financial Services, and Ringenberg Financial Group. Outside of his advisory work, he is involved as a shareholder in the Chequamegon Bay Golf Club and is a member of Delta Diner LLC. IHT Wealth Management serves individual, corporate, and institutional clients with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach incorporates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Reid Fiorio is a financial advisor with Newedge Advisors based in Ashland, WI. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Newedge Advisors, he worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors, and Investment Centers of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding Series 63 and Series 65 credentials and over 15 years of industry experience. Her prior work includes roles at LPL Financial and Investment Centers of America. She manages investment advisory services through NewEdge Advisors and LPL Financial-related entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

John Fiorio is a CFP® professional with 42 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a broad client base including individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, utilizing centralized due diligence, ongoing manager monitoring, and technology-driven tools to support client solutions.

Dane Gleeson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with LPL Financial and Investment Centers of America. Dane is based in Ashland, WI. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Eric Neumann is a CFP®-certified financial advisor with 33 years of industry experience. He is affiliated with NewEdge Advisors and has previously worked at GWM Advisors, LLC dba Fiorio Wealth Advisors, LPL Financial, and Investment Centers Of America, Inc. Neumann is also co-owner and secretary of Fiorio Brothers Investments Inc., an investment-related business. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, with multiple program structures combining in-house and third-party solutions, and incorporates technology tools and centralized manager due diligence.

Joshua Ripley is a financial advisor with LPL Financial based in Ashland, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining LPL Financial. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, using a variety of strategies implemented by investment adviser representatives.

Cole Nichols is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously was with Ameriprise Financial Services, Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Benjamin Martinsen is a financial advisor with Edward Jones in Ashland, Wisconsin, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Northern Clearing Inc. for eleven years and managed Barksdale Properties LLC for five years, which sold its last rental asset in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nancy Anderson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered, percentage-based wrap fee structure.

Heather Kalla is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and is based in Ashland, Wisconsin. Kalla’s career has been entirely with Edward Jones, beginning in 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Robert Ferrara is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. Outside of his advisory work, he serves as a volunteer church elder board member at Salem Church of Ashland, where he helps plan ministry activities and reviews the church budget. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Dylan Hudson is a Series 66 licensed financial advisor with Edward Jones in Ashland, Wisconsin, bringing nine years of industry experience. He has been with Edward Jones for his entire career, starting in 2016. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.