Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Valmark Securities, Inc. since 2016. In addition to her advisory role, she serves as a paraplanner at Business & Estate Advisers of WI, Inc., focusing on financial and business planning. ValMark Advisers provides investment advisory and financial planning services to individual investors, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach utilizing model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers.

Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Mutual of Omaha Investor Services since 2020 and has been with Mutual of Omaha Insurance Company since 2004. Outside of advising, he serves on the Birchwood School Board and the Birchwood School Finance Committee. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving at ValMark Advisers, Inc. since 2021. His prior experience includes roles at Business and Estate Advisers of WI, Inc., Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe. He is also the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit providing college scholarships to high school students. ValMark Advisers, Inc. delivers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms with ongoing monitoring and rebalancing.

Stefani Fiedler is a financial advisor with ValMark Advisers, Inc., holding CFP® and ChFC® designations and 19 years of industry experience. She has worked with ValMark Advisers since 2018 and has a broader career history including roles at B&E Investment Advisers, Valmark Securities, and Business and Estate Advisers. Fiedler serves as secretary and executive committee member of the Boys & Girls Club of Barron County, contributing in a volunteer capacity. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning and consulting.

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

Michael Martin is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment exposures.

Edward Widiker is a Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, and has 14 years of industry experience. He has worked with Edward Jones since 2012. Outside of his advisory role, he is the owner of WW Sap and Syrup LLC, a financial business based in Cameron, WI. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Benjamin Knepper is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Fabick CAT for seven years. Outside of his advisory role, Knepper owns residential rental properties in Chetek, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Lawrence is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Cedar Ridge Wealth Management Group Ltd, Stepping Stone Marketing Inc, and Waddell & Reed, Inc. He serves on the Board of Directors for the Long Lake Lake Association and is Treasurer of the Jason DeRousseau Family Legacy Foundation, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team in partnership with its financial advisors.

Gerald Hagman Jr. is a financial advisor at LPL Financial with 19 years of industry experience and a Series 66 designation. His prior work includes roles at OSAIC, Woodbury Financial Services, Invest Financial Corporation, Waddell & Reed, and Advanced Equities. 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 supported by extensive operational tools and a variety of investment strategies.

Stephen Bowman is a financial advisor at Cetera with 25 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at LPL Financial for 11 years. Outside of his advisory role, Bowman serves as a council person for the City of Rice Lake and is involved in local charitable activities through a woodfired pizza initiative. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

Brett Gooden is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 13 years at Kwik Trip, Inc. Outside of his advisory role, Gooden assists with website, technology, and marketing for a tax accounting company operated by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Drake Tomesh is a Series 66 licensed financial advisor with Edward Jones, based in Rice Lake, WI, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Citizens Community Federal NA for 12 years. Outside of advising, he is a member of Sams Other Farm LLC, a family land holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Geoffrey Bohn is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 63 designation and with 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mc Kylie Hoff is a Series 66-credentialed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. She has held roles at Cambridge since 2020 and operates Hoff Financial Services. Outside of her advisory work, she manages the Rolling Oaks Golf Course and is involved in providing online financial literacy courses through Peak Financial Literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary model portfolios and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Brandon Olson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2008 and at DSB Financial Group since 2016. Olson serves as president on the non-profit board of the School District of Cameron and is an on-call volunteer firefighter for the Village of Cameron and surrounding townships. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by advanced research tools and a wide array of affiliated financial services.

Angela Mccullough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services since 2012 and has also been involved with the University of Wisconsin - Barron County and WITC. Outside of her advisory role, she is associated with The RiverGroup Financial Advisors as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Genereaux is a Series 66 licensed financial advisor with Ameriprise, based in Rice Lake, WI, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Outside of his advisory role, he serves on the Board of Directors and acts as Treasurer for the Field of Dreams Hunt Program and the Men's Industrial Golf League Board. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and annual follow-up advice focused on income sources and tax-aware withdrawal strategies.

Robert Berger is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, where he has worked since 2014. He has 11 years of industry experience and also serves as an assistant football coach for the varsity team at Rice Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and affiliated financial services beyond traditional advisory offerings.

Kirk Brettingen is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He worked at Ameriprise Financial Services, Inc. from 1996 to 2020. Outside of his advisory role, he owns KBBG LLC, which holds an office building in Rice Lake, WI. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Janssen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Estreen is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Estreen serves on the boards of the Boys and Girls Club of Barron County and the Rice Lake Lake Protection and Rehabilitation District, and is a partner in a company providing attention-focusing devices for schools. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning without discretionary account management. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing.