Ralph Lemley II is the sole advisor at Lemley Yarling Management Co. He holds a Series 63 designation and has 60 years of industry experience. Mr. Lemley has worked with Lemley, Yarling & Co. since 1986 and with Lemley Yarling Management Co. since 1984. Lemley Yarling Management Co. provides individualized portfolio management and investment advice to individuals, retirement and profit-sharing plans, trusts, and charitable organizations, generally on a discretionary basis. The firm maintains a small, long-standing client base and emphasizes risk avoidance and market timing through investments in quality stocks, large-cap equities, ETFs, and cash or short-term Treasury positions.

Kirk Spano is the principal of Bluemound Asset Management, LLC in Franklin, WI, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Bluemound since 2010. Spano is also a freelance columnist for financial publications including MarketWatch and Seeking Alpha, and he publishes an investment letter for self-directed investors through Kirk Spano Publishing. Bluemound Asset Management serves affluent individuals, high-net-worth clients, small businesses, and organizations, offering discretionary asset management, manager-of-managers selection, financial consulting, and retirement plan consulting. The firm employs a risk-managed investment approach that integrates secular trend analysis, fundamental research, and quantitative methods, and it provides customized portfolios including ETF allocations, growth and dividend strategies, and an option-based retirement income plan.

Jerome Jedynak Jr. is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Investments since 2008. He is also the owner of JMJ Retirement Solutions, an independent insurance agency that may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies and model-based solutions across various asset classes.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Beau Schroeder is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Harbour, he worked at Edward Jones and has a background in the automotive industry. He serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisors and third-party managers.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Jonathan Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Transamerica in 2019, he worked at Northwestern Mutual Wealth Management Company and Greg Lavin. Outside of his advisory role, he works as an Uber driver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and third-party model portfolios to provide asset allocation and retirement guidance, serving a large client base primarily with non-discretionary assets.

Agam Arora is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Financial Services, Arora held various roles including positions at Quality Cellular, Walmart, and Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Bryan Rasey is a financial advisor at Principal Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Principal Financial Services since 2016. He also serves as a bank/trust officer at Principal Bank and Trust Company, formally designated to support and manage retirement account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Jackson Ringelberg is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., RBC Wealth Management, and Arena Americas. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing various portfolio construction tools and offering both discretionary and non-discretionary management options.

John Broerman is a CFP® professional with 15 years of experience in the financial industry. He is currently with Ameriprise Financial Services LLC and previously worked at LPL Financial, Johnson Bank, and INVEST Financial Corporation. Outside of advisory roles, he has involvement with Johnson Insurance, referring insurance business to the bank’s insurance company. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and over 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America, Inc. He also has a long history with Citizens First Bank dating back to 2000. Outside of his advising role, he is involved with United Life Insurance Agency as an agent focusing on life and fixed annuities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services while providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Lee Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously held roles at Wisconsin Lutheran College and Northwestern Mutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across a broad range of financial topics. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Lynn Marie Magner is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds the Series 66 designation and is based in Franklin, WI. Outside of her advisory role, she serves as president of the Greendale Chamber of Commerce and treasurer of the Root River Junior Woman's Club. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

John Mickelsen is a financial advisor with Thrivent Investment Management in Viroqua, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2003. Outside of his advisory role, Mickelsen is involved in agricultural activities, organizing a farm focused on fruit and vegetable raising and agri-tourism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on various planning topics without implementing these recommendations directly.

Gwyneth Godbout is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for BMO Harris Financial Advisors Inc for 17 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michelle Bertram is a financial advisor with Edward Jones in Franklin, WI, holding a Series 66 designation and bringing seven years of industry experience. She previously worked at Old Republic Risk Management for 15 years before joining Edward Jones in 2018. Outside of her advisory role, Bertram is involved as a part-time teacher and serves on advisory boards for community organizations including the Waxahachie Lions Club and the Salvation Army of the Sandhills. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Callan is a financial advisor with LPL Financial and holds the Series 66 designation. He has 18 years of industry experience, including roles at Investment Centers of America and ICA Group Wealth Management. Callan is also the sole owner of Callan Wealth Management, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources.

Brad Leissring is a financial advisor at Osaic Wealth, Inc. based in Franklin, WI, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Granite Microsystems Inc. prior to joining Osaic. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers, utilizing asset-allocation tools and risk-tolerance analysis to manage portfolios across various asset classes.

Kim Milligan is a financial advisor with Robert W. Baird & Co. Inc. in Franklin, WI, holding a Series 66 designation and 22 years of industry experience. Milligan has been with Robert W. Baird & Co. since 1999. Milligan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs.

Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. 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 planning covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Scott Schiek is a financial advisor at Robert W. Baird & Co. in Franklin, WI, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, utilizing a variety of investment strategies and overlays to align with client goals and risk tolerances.

Allie Beck is currently a Financial Consultant I at Fidelity Investments. In this role, she works with clients to develop personalized retirement plans aimed at providing confidence and peace of mind. Her focus is on helping clients take control of their financial futures to enable a retirement that reflects freedom and fulfillment. Allie has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she gained experience at IAG Wealth Partners as a Client Services Associate and Finance Intern. She is dedicated to assisting clients in feeling secure and optimistic about their financial goals.

Christopher Estrada is a financial advisor with Edward Jones in Viroqua, Wisconsin, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Colectivo Coffee Roasters and Wonderstate Coffee and was involved with the Democratic Party of Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daniel Plewa is a financial advisor with LPL Financial in Franklin, Wisconsin, holding a Series 66 credential and three years of industry experience. His work history includes multiple roles at Johnson Financial Group and LPL Financial since 2019. He has also worked in various positions outside finance, including at the University of Wisconsin - Whitewater and Marcus Theaters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology resources.

Michael A. Aschberger is a financial advisor with OSAIC in Franklin, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at VOYA Financial Advisors and operates Aschberger Financial Services, LLC. He serves as President of the Whitnall Edge II Condominium Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports managed accounts with discretionary and non-discretionary options.

Margaret Severson is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. She holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Abigail Severson is a financial advisor at Edward Jones in Viroqua, WI, holding a Series 66 designation. She began her career at Edward Jones in 2024 after completing her education at St Catherine University. 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 nationwide network of financial advisors and branch offices.

Mitchell Lalley is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, supported by ongoing manager selection, internal research, and strategic partnerships.

Allison Mendoza is a financial advisor with LPL Financial in Viroqua, WI, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial since 2017 and previously spent seven years at Rapid Capital Funding. Outside of her advisory role, Mendoza owns and operates an agricultural business, Mill Creek Bottoms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

Paul Matheson is a financial advisor with Thrivent Investment Management in Franklin, WI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2005. 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 across a broad range of topics and allows clients to combine planning with managed-account programs while keeping services separate.