Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Kristy Peters is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked at Welshire Capital since 2017 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of financial advising, Peters has interests in residential property ownership and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios with asset allocation strategies, utilizing both proprietary and third-party platforms.

Danielle Amundson is a financial advisor with ValMark Advisers, Inc. She holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining ValMark Advisers, she worked at Stifel Nicolaus for 11 years and has also been affiliated with Welshire Advisors and Valmark Securities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Joshua Lieder is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and 16 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. from 2016 to 2019 and has been affiliated with Welshire Capital since 2016. Outside of his advisory work, he is the owner and operator of Lieder Acres, a beekeeping and honey sales business. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, supporting clients through proprietary and third-party platforms, with active oversight and periodic reviews.

Edward Davig is a financial advisor with Packerland Brokerage Services, Inc. in Holmen, WI, holding the Series 63 designation and bringing 48 years of industry experience. He has been with Packerland Brokerage Services since 2008 and has operated Davig Financial Corporation since 1996. Outside of advisory work, he is involved in insurance sales through Davig Financial Corporation, focusing on term and fixed annuities as well as long-term care products. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to third-party managers and multiple investment platforms, combining brokerage and advisory services under a dual registration structure.

Tyler Loeffelholz is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at River Bank and Union Bank of Sparta. His professional background also includes fixed insurance product sales involving fixed annuities, long-term care, disability, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jess Humpal is a financial advisor with Principal Financial Services and holds the Series 63 and Series 65 licenses. She has 13 years of industry experience, including roles at United Financial Advisors, LLC, Humpal Financial Inc, Union Financial Inc, and Principal Life Insurance Company. Outside of investment advisory, she is involved in sales and service of group benefits and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kristine Birkholz is a financial advisor with Edward Jones in Onalaska, WI, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones and its affiliated entities since 2000. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Bramlett is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Kaplan University, True North Surgical, and Legacies LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option.

Miranda Dearborn is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Bluff View Bank in various capacities since 2018. Additionally, she serves on the marketing committee and manages social media and customer service for Bluff View Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and custodial relationships.

Chase Gould is a financial advisor with Thrivent Investment Management in Holmen, WI, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Precision Dose and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning areas without implementation services. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Paul Gunderson is a CFP® and Series 66-licensed financial advisor with Edward Jones in Holmen, WI, with eight years of industry experience. He has been with Edward Jones since 2017, following four years at Capital One Services II, LLC. Outside of his advisory role, he is involved in the sale of farm produce as a hobby. 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 broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Vincent Ruger is a financial advisor with Ameriprise in Holmen, Wisconsin, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, Ruger is involved in his local community as a varsity assistant basketball coach and basketball official for the Holmen School District, and serves as treasurer for Holmen Youth Basketball. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Mills is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63, 65, and 66 designations and has previously worked at FSC Securities Corporation and Raymond James & Associates. Outside of his advisory role, he is involved with Hilltoppers Investments LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Karolyn Winkler is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. She has worked at Edward Jones since 2013 and has also been self-employed as a freelance editor since 2011. In her freelance work, she focuses on editing publications such as resumes and newsletters. 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 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.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Kristin Beseler is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Howes Diamond Jewelers and AdvoCare International. Beseler has maintained a distributor role with AdvoCare, a nutrition supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cody Hougom is a financial advisor at Edward Jones in Holmen, Wisconsin, holding CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Hilltopper Refuse & Recycling Service, Inc. and Altra Federal Credit Union. Outside of his advisory role, he serves as a youth hockey referee for USA Hockey. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as its affiliated financial services.

Kevin Mahoney is a financial advisor at Edward Jones in Winona, MN, holding CFP® and PFS™ designations with 22 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Nesnah Management/La Crosse Scale from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Hayden is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Ameriprise since 2016 and previously at 1st Global Advisors and Hayden CPA SC, where he was president and involved in tax preparation. Outside of advising, he is involved with Paccioli, Ltd, a corporation that owns the office buildings housing his CPA and Ameriprise offices. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nash Kramer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at the Mayo Clinic and the University of Minnesota-Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 1992. Sobotta serves as a board member of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, brokerage, and insurance services through an integrated platform that combines investment advisory and product sales.

Cory Campbell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses across a range of planning topics without discretionary portfolio management or institutional advisory services.

Eric Moen is a CFP® certificant with 29 years of experience in the financial services industry. He has been affiliated with Cetera and its related entities since 1998 and is based in Holmen, Wisconsin. Outside of his advisory role, he serves as vice president of Zion Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors.

Evan Peterson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 65 registrations and has worked exclusively with Thrivent since 2023. Outside of finance, he is involved in his community as a monitor at a local wellness center and sells personal items on eBay, including sports and trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients.

Justin Wise is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. He operates out of Onalaska, WI. Outside of his advisory role, he is a partner at OakMarsh Partners, a retailer of game calls, where he oversees online sales. 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 solutions supported by a large network of advisors and branch offices nationwide.

Barry Ploessl is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 designation and is based in Holmen, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm provides both discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Megan Coots is a financial advisor at Edward Jones in Galesville, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, she worked for eight years at Dalton Education, a CeriFi Company. Outside of her advisory role, she is a co-member of Bold Lotus LLC, a floral wall rental business, and is involved in property rental. 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 offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christian Taylor is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Co-Op Credit Union. Outside of advisory work, he is involved with CD Taylor Holdings LLC, which manages and maintains local residential rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending solutions.

Todd Trautmann is a financial advisor with Thrivent Investment Management, holding the Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Aside from his advisory work, Trautmann is a board member of the Holmen Area Community Center and has authored a children's book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses without discretionary trading authority. The firm offers these planning services alongside managed accounts under a consolidated billing option called “WealthPlan.”

Kyle Sobotta is a financial advisor with LPL Enterprise who holds a Series 66 designation and has six years of industry experience. His background includes roles at Prudential Insurance Company of America and Pruco Securities, as well as prior experience outside of financial services at Kohler Company and Sendelbach Farms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.