Robert Bird is a financial advisor with Ameriprise in Prairie Du Chien, WI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing customized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Kimberly Schmelz is a Series 66–licensed financial advisor with LPL Financial, based in Prairie Du Chien, WI, and has three years of industry experience. Prior to joining LPL Financial, she worked at Community First Bank and Southwest Wisconsin Technical College. She serves as Vice President and School Board Director for Belmont Community Schools and also works as a yoga instructor in the Dubuque and Platteville areas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Tyler Kozelka is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at Peoples State Bank and LPL Financial since 2015 and had a prior role at Edward Jones in 2014. Outside of his advisory work, he is involved with Debrad, Inc. as a part-time bartender. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

James Jones is a Series 66-licensed financial advisor with Edward Jones in Prairie Du Chien, Wisconsin, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

David Strnad is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jeffrey Clausen is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Clausen works as a radio broadcaster and play-by-play announcer for WQPC in Prairie Du Chien. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable capabilities such as affiliated mutual funds and securities-based lending.

Bridget Nichols is a financial advisor at Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked for the City of Prairie du Chien and Jim's Bar. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Allie Thornton is a financial advisor at Edward Jones in Prairie Du Chien, WI, with five years of industry experience. She holds the Series 66 credential and was previously employed at 3M Company for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large nationwide network of financial advisors and branch offices.

Kristin Hill is a financial advisor with Edward Jones in Prairie Du Chien, WI, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 1993. Outside of her advisory role, she is a member of 4 Hills on the River LLC, a rental property business. 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 solutions supported by a large network of advisors and branch offices nationwide.