Thomas Greylak is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial LLC since 2013 and joined his current firm in 2022. Outside of his advisory work, he is involved with GreyFox Farm Shop, a farming business in Trempealeau, WI. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a mix of fundamental, quantitative, and manager-based investment approaches, combining adviser oversight with digital advisory tools and offering access to LPL-sponsored programs and model portfolios.

Lawrence Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial LLC since 2010. Schamberger is involved in managing an independent investment advisory firm alongside his work at LPL Financial. Schamberger, Greylak & Utterback Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary asset management, financial planning, and ERISA plan consulting, using a combination of fundamental, quantitative, and manager-based investment approaches tailored to clients’ financial situations and risk tolerances.

Hudson Schamberger is a financial advisor at Schamberger, Greylak & Utterback Wealth Management, LLC in La Crosse, WI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at LPL Financial, Target, Chaseburg Cooperative, and ongoing involvement with Humfeld Farms. Schamberger, Greylak & Utterback Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and trusts with discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based investment approaches, integrating adviser oversight with digital advisory tools, and offers access to LPL-sponsored advisory programs and model portfolios.

David Utterback is a CFP® professional with 41 years of experience in the financial services industry. He is currently a principal at Schamberger, Greylak & Utterback Wealth Management, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 1990. Schamberger, Greylak & Utterback Wealth Management advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a combination of fundamental, quantitative, and manager-based approaches tailored to clients’ financial situations and risk tolerances, and integrates adviser oversight with digital advisory tools.

Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and bringing 19 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has operated Bluff Country Financial Services since 2007. Outside of her advisory work, she organizes Girl Scout meetings and coordinates cookie sales in Houston, Minnesota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Sheri Plantz is a financial advisor with Edward Jones in La Crosse, WI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Michael Wintheiser is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at Marine Credit Union from 2011 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, manages over $1 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Thomas Snyder is a financial advisor with LPL Financial in Lacrosse, WI, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Edward Jones, Cetera Investment Services LLC, and HomeStreet Bank. Outside of his advisory role, he serves as head coach of the Prairie du Chien School District men's soccer team. 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 portfolio programs, and institutional platforms, with advice given through a network of investment adviser representatives.

Timothy Wuebben is a financial advisor with OSAIC in La Crosse, WI, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with River Insurance Services Inc. since 1993, where he markets insurance products. Wuebben is also a partner in River Capital Management, LLC, overseeing financial advisors in a multi-state area, and has involvement in a private woodland and hunting property investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios across a wide range of investment options.

Patrick Forsyth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes 12 years at Avantax Advisory Services and extensive involvement with Avantax Insurance Agency. Outside of his advisory role, he holds several community positions including president of the Houston United Campaign, board director roles at Valley View Healthcare and a mutual insurance company, and manages accounting for local organizations. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary management across numerous custodial relationships.

Nolan Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to Cetera, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of his advisory role, he serves on the board of directors for La Crosse Oktoberfest and assists with various festival operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Sjolander is a financial advisor at Edward Jones in La Crosse, WI, holding a Series 66 designation with seven years of experience at the firm. She previously worked at Shopko for 22 years. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Derek Hartleip is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His prior work includes roles at Altra FCU, Aflac, and UW-La Crosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a mix of proprietary research and third-party strategies.

Karla Lasky is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as prior experience with Select Sires, Inc and Accelerated Genetics. She is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Susan Breyer is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Brokerage Services and Cuna Mutual Group since 2013, and Wells Fargo Clearing from 2011 to 2013. She is also a notary public and co-owner of a family business, Breyer's Sales and Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including proprietary and third-party model portfolios, with a notable scale of assets and broad financial services alongside its advisory platform.

Joel Torgerud is a financial advisor with Osaic Wealth, Inc. based in La Crosse, WI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he provides tax services through a sole proprietorship during the early months of the year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services using asset-allocation tools and multiple platforms, with portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Terry Dickman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Peter Helstad is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Before joining OSAIC in 2023, he spent 14 years at SagePoint Financial. His professional activities include providing fee-based money management and insurance sales services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors, employing asset allocation tools, risk tolerance assessments, and automated rebalancing to build diversified portfolios.

Brent Wohlers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Thrivent 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Thomas Bjerke is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Bjerke is involved in property management, owning and maintaining rental properties, and also sells Medicare supplement and health insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers combined planning and managed-account solutions under the WealthPlan program.

Brian Harris is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as co-trustee of his mother's trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a broad range of investment types.

Colin Dickman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with Primerica Advisors since 2021 and has additional experience with Primerica Financial Services dating back to 2019. Outside of finance, he is involved as a delivery driver for Spark Delivery in La Crosse. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports clients through a large network of advisors and offices.

Stacey Klein is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her background includes roles in local government and healthcare administration, alongside managing business ventures such as Harry's Place. Klein has been affiliated with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies and offers advisory services through a large network of advisors.

Eric Halverson is a CFP®-designated financial advisor with Edward Jones in Caledonia, MN, with nine years of industry experience. He previously worked at Merchants Bank for nine years before joining Edward Jones in 2017. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at Cashton Vet Clinic, Jenkins, Stittleburg and Menn Law Office, and Duluth Trading Co. She also has a longstanding association with Primerica Financial Services since 2000. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies managed by third-party asset managers.