Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

Alexander Stecker is a financial advisor at KerberRose Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc, Thrivent Financial for Lutherans, and Gross Motors of Neillsville Inc. Outside of his advisory role, he is also involved in insurance brokerage through Crump and serves as a registered representative with APW, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various business entities, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with related accounting, insurance, and retirement plan administration affiliates.

Jonathan Steffen is a financial advisor at Summit Financial, LLC with 11 years of industry experience and holds a Series 65 designation. He has previously worked at Silvertree, LLC and Brookstone Capital Management. Outside of advising, he is involved in business consulting on tax savings strategies and offers insurance products as a licensed broker. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory services, including discretionary and consultative portfolio management programs, financial planning, and access to alternative investments.

Ryan Hinner is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Practical Retirement Planning and Stevens Point Area Public Schools. Outside of finance, Ryan has been a stock car racer since 2008 and assists with food plot and hunting property work. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized strategies and offers model-based solutions through a subscription platform.

Adam Ranum is a financial advisor at Summit Financial, LLC in Stevens Point, WI, holding Series 65 and Series 63 designations with 10 years of industry experience. His prior work experience includes roles at Northwestern Mutual Wealth Management Company and Powertek. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative platforms to serve a diverse client base.

Teryn Kuse is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to joining CliftonLarsonAllen, Kuse worked at Northwestern Mutual and held various positions in education and retail. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance offerings, using a strategic asset allocation approach supported by model portfolios and third-party programs.

Jason Glisczynski is a CFP® with 18 years of industry experience currently serving at Summit Financial, LLC. His prior roles include positions at Silvertree LLC and Brookstone Capital Management. Outside of advisory work, he is a 33% owner of IntelliRent, LLC, a student rental property business where he is involved in property management and maintenance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Anton Zanella is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual in various capacities. Outside of his advisory work, Zanella operates a mobile DJ business, performing at weddings and public events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Raymond Cal is a financial advisor with Principal Financial Services, holding a Series 63 designation and 21 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, Union Financial Inc., and Heil Financial Group. He is also involved in sales of fixed insurance products and funeral trusts for estate planning purposes. 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 asset allocation and separately managed account solutions.

Emily Bouche is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2016. Outside of her advisory role, she serves on the board of Catapult, Inc., a nonprofit focused on church planting and missionary support, and provides business coaching on a referral basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach separates planning from managed-account services, providing clients with flexible options under a consolidated billing platform called “WealthPlan.”

Keegan Ziemer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at USAA and Worldwide Trophy Adventures. Outside of his advisory role, he is the founder of K2Z Productionz LLC, a media business providing photo and video services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with affiliated mutual funds, trust capabilities, and securities-based lending options.

Andrew Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Fuel Powersports from 2015 to 2018. Outside of his advisory role, he coaches bicyclists participating in fundraising rides for the Juvenile Diabetes Research Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm 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.

Austin Korger is a financial advisor with Ameriprise in Plover, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 10 years at JPMorgan Chase NA. Outside of his advisory role, he is an associate financial advisor at SAA, LLC, where he manages practice operations. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Joshua Korotka is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked at Thrivent Financial. Outside of his advisory role, he owns a fresh produce stand operating in Crandon and Antigo, WI, a business he has managed since his teens. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm supports long-term planning needs through periodic reviews and integrates planning with managed-account services under a consolidated billing option.

Timothy Roman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, Roman serves as the head pitching coach at Stevens Point Area Senior High School and is a committee member of the Community Parks Improvement Committee of Portage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tracey Stalter is a financial advisor with Ameriprise in Rosholt, WI, holding CFP®, ChFC®, and Series 63 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves on the Board of Directors for the Community Foundation of Central Wisconsin and manages Maple Hills Golf & Restaurant LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andrew Firminhac is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a background that includes various roles prior to joining Equitable Advisors in 2023. Outside of his advisory work, Firminhac serves as a football coach at Cudahy High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Michael Bialas is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Bialas serves as a board member at St. Joseph's Catholic Church and is a member of the Wisconsin Deer Advisory Council. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services with periodic reviews and does not provide portfolio management for institutional clients.

Elliot Wrasse is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he held roles in the food service industry, including at Grate Modern Mac & Cheese and Portillos Hot Dogs. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines advisory programs with financial product sales, including insurance.

Jay Wolf is a financial advisor with Edward Jones in Plover, WI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a business that buys, sells, and works on old trucks and parts. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Stevens Point, WI. He has eight years of industry experience, including eleven years at Associated Bank prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing approach, while maintaining separate planning and portfolio management services.

Jesirae Heuer is a ChFC® and Series 66 registered financial advisor with Edward Jones, where she has worked since 2012, accumulating 13 years of industry experience. She owns two businesses, I'm Good LLC and JJK Development LLC, both located in Wisconsin, though she does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional segments, offering various advisory programs and affiliated investment products through a nationwide network of over 23,700 advisors.

Logan Johnson is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. His work history includes roles at Waypoint Financial Solution, Inc. and the University of Wisconsin - Madison. Osaic Wealth Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Mitchell Kennedy is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Target Corporation in both store and headquarters roles from 2011 to 2025. Kennedy is also the owner of MK Onyx, LLC. Osaic Wealth serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers discretionary and non-discretionary portfolio management, incorporating diverse investments such as stocks, bonds, mutual funds, and alternative assets.

Travis Rucinski is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor at SAA LLC, where he manages practice operations. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative approach and a range of proprietary research and tools.

Carli Navin is a financial advisor with OSAIC holding a Series 66 designation and four years of industry experience. She has worked with Woodbury Financial Services Inc and Waypoint Financial Solutions, among others. In addition to her advisory role, Navin is a real estate agent and serves on the board of the Waupaca Scholarship Foundation, which provides educational scholarships to local students. OSAIC serves a diverse client base including retail and institutional investors. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios tailored to client risk tolerances.

Nichole Matowitz is a CFP® professional with 18 years of industry experience, currently with Edward Jones since 2022. She previously worked at LPL Financial and BMO Harris Financial Advisors, including roles at BMO Harris Bank. Outside of advising, she serves as a tennis coach for Pacelli Catholic Schools and is involved with a nonprofit board in Stevens Point, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 financial advisors and focuses on providing fiduciary advisory services alongside additional capabilities such as trust services and securities-based lending.

Jeffrey Kolasinski is a Certified Financial Planner (CFP®) and holds a Series 63 license with 21 years of industry experience. He is currently with LPL Financial and Premier Community Bank, and previously worked at The Leaders Group Inc and PDI Financial Group. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Adriene Kudronowicz is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at several firms including Worzalla Publishing and Quad Graphics. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bryce Ziemer is a financial advisor at Edward Jones with seven years of industry experience. His prior roles include positions at Lakeland University, Pruco Securities, LLC, and Heights Finance Corporation. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Michael Nerdahl is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Nerdahl serves as Treasurer on the Board of Directors for Amherst Youth Football and Cheer and is involved in succession management and practice growth through his membership in SAA, LLC. Ameriprise offers comprehensive retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Buchinger is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, he was associated with Simplicity Credit Union and CUNA Brokerage Services starting in 2017, and worked at Associated Investment Services from 2015 to 2017. He also serves as a program manager for Simplicity Retirement & Investment Services, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Alan Schroeder is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in real estate ownership unrelated to investments. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research and modeling to generate tailored, tax-efficient retirement recommendations.

Kay Anderson is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. Outside of his advisory role, he manages the R.A. Anderson Family Farm, LLC, overseeing rental operations and financial administration. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under consolidated billing while maintaining separation between services.

Jeffrey Hohn is a CFP®-certified financial advisor with Edward Jones, based in Plover, WI. He has 31 years of industry experience, all with Edward Jones since 1994. Outside of his advisory work, his family owns farmland in Vermillion, SD. 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, supported by a large national network of financial advisors and branch offices.

Peter Vanden Bush is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds a Series 63 designation. Based in Waupaca, WI, he serves clients through the firm’s extensive network. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Colemer is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2012 in various capacities. Outside of advisory services, he is involved in consulting through his own company, Mathew Colemer, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Melanie Peterson is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, she coaches youth volleyball programs through the City of Waupaca Parks & Recreation, the Waupaca Fire Volleyball Club, and the Waupaca School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products, supported by a nationwide network of over 23,700 financial advisors.

Michael Wolbers is a financial advisor with Ameriprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Transamerica Financial Advisors and World Financial Group. Outside of his advisory work, he managed operations for SAA-LLC, a non-investment-related business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Terence Schott is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Schott serves on the boards of Patheway Ministries, which provides counseling services to churches in pastoral transition, and Woodlands Church, where he is an Elder involved in governance and policy matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based, holistic planning without discretionary trading authority and combining planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kim Angell is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is involved in local community organizations, including serving on the YMCA Foundation Board of Trustees and as president of the Pacelli Education Foundation Board of Trustees. Angell is also a member of several endowment committees and participates in succession management and practice growth through her involvement with SAA LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that utilizes research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Benjamin Durfee is a CFP® and ChFC® with 28 years of experience at Edward Jones, where he has worked since 1997. He serves clients from Waupaca, Wisconsin, and is a board member of the Waupaca County Natural Resources Foundation. Outside of his advisory role, he is involved in local environmental projects and manages a forestry investment LLC. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive national advisor and branch network.

Kayla Suehs is a financial advisor at Edward Jones in Waupaca, WI, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Volm Companies, LUSA Associates, Woodbury Custom Homes, Thrivent Financial, CoVantage Credit Union, and Agropur. She is also the owner of The Budget Nerd LLC, where she provides budgeting tools to friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors and branch offices.