Scott Klaas is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. Prior to his current role, he served in the U.S. Army Mission Command Training Program for four years and has been involved in livestock farming as the owner of Saint Wendelin's Croft since 2020. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios and select third-party managers.

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Darrah Tomas is a financial advisor with Ameriprise in Spring Green, WI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Ameriprise in 2021, Tomas worked at Stifel from 2018 to 2021 and B.C. Ziegler and Company from 2016 to 2018. Outside of advising, Tomas is involved in automotive restoration through bookkeeping and ordering parts for Cuda's Speed Shop. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Justin Stanek is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. He holds a Series 66 designation. Outside of his advisory role, Stanek is involved in coaching basketball for the Spring Green School District and manages local farmland through Bluff Country Holdings; he is also a silent investor in a restaurant in Plain, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its extensive network of advisors and branches, affiliated mutual funds, and additional services such as trust, tax-efficient strategies, and securities-based lending.

Robert Rynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes is also involved in selling Medicare supplemental insurance through a non-variable insurance agency. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Shelly Stibbe is a financial advisor with Ameriprise in Richland Center, WI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Ameriprise since 2011, including its predecessor Ameriprise Financial Services, Inc. Outside of her advisory role, Stibbe is involved in managing a dairy farm and holds several board positions, including serving on the boards of Schmitt Woodland Hills and local community organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, employing a non-discretionary implementation model supported by proprietary research and third-party data.

Jeremy Simplot is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2002. In addition to his advisory role, he serves as President and CEO of Highland State Bank and is a member of its Board of Directors. 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 other institutions. The firm offers a range of financial planning and investment programs supported by extensive technology and research tools.

Joseph Brown is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Rewald, Sebranek, & Frawley. Brown serves as a board member for Ithaca Public School in Richland Center, WI. 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 other institutions. The firm offers a range of financial planning and portfolio management options supported by technology and research tools, serving a large network of investment adviser representatives.

Michael Cosgrove is a financial advisor with Ameriprise in Richland Center, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is a licensed auctioneer conducting several auctions annually and serves on multiple nonprofit boards, including as treasurer of the Richland County Performing Arts Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Fruit is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Kaleb Frawley is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Raymond James Financial. Outside of his advisory work, he owns RSF Group, LLC, which provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Eric Mindham is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Trust Point, Inc. and the University of Wisconsin-La Crosse. Outside of his advisory role, he serves as a cross country coach for the Richland School District. 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. Its platform supports a wide range of strategies implemented by investment adviser representatives through model portfolios, third-party subadvisors, and customized approaches.

Kathleen Bedward is a Series 66 licensed financial advisor with Edward Jones in Richland Center, Wisconsin, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Riverdale Basketball Club in Muscoda, Wisconsin, helping organize the basketball program and related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.