William Heiting is a financial advisor with Retirement Wealth Solutions LLC in Marshfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLife Securities Inc., and New York Life Insurance. Outside of advising, he serves on the board of the Marshfield Area Community Foundation and participates in financial strategic planning for the Diocese of La Crosse. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm uses asset allocation as a core framework and incorporates various techniques including dollar-cost averaging and technical analysis, emphasizing risk management and tax awareness in its process.

Alli Schoengarth is a financial advisor at Retirement Wealth Solutions LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, she held roles at Neillsville Country Club, LLC and Schmitty's on Main. She is also an independent insurance agent. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm uses asset allocation as a core framework and incorporates various investment techniques, emphasizing risk management and tax awareness.

Patrick Gall is a CFP® and ChFC® with 19 years of industry experience. He is currently with Retirement Wealth Solutions LLC, where he has worked since 2022, following prior roles at Eagle Strategies LLC and New York Life. Gall serves on the boards of the ODC Foundation Inc. and the Marshfield Clinic Health System YMCA. Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a customized investment approach emphasizing asset allocation, risk management, and tax awareness, managing approximately $227 million in discretionary assets across a three-advisor team.

Chris Neufeld is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Neufeld has worked at Harbour Investments and Neufeld Capital Management since 1996 and was previously associated with Focused Tax Solutions for nine years. He is also an independent insurance agent, which may include equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for her fiancé's business. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with multiple investment approaches employed by individual advisors and third-party managers.

Jason Opie is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and Sii Investments for four years. Outside of his advisory work, Mr. Opie is the sole member of Opie Accounting and Tax LLC, an accounting and tax preparation business. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across various asset classes on both discretionary and non-discretionary bases.

Randy Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and over 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he manages a single-member LLC for personal aircraft use. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

Cory Gresham is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, J.P. Morgan Securities, and Huntington National Bank. Outside of his advisory work, he owns a federally licensed firearms business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Kacey De Witt is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Cole Raber is a financial advisor with Thrivent Investment Management in Marshfield, WI. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2026. His prior experience includes roles at Evexia Wealth, Anderson Electric Services, Wolfcraft Furniture Manufacturing, and the U.S. Army. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Scott Lee is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Wells Fargo Home Mortgage from 2010 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Scott Wucherpfennig is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including OSAIC and Woodbury Financial Services. He serves on the board of Opportunity Development Centers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Juli McNeely is a CFP® with 30 years of experience in the financial industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and SII Investments. McNeely is the author and speaker behind Juli McNeely Consulting LLC and has served as past president of the National Association of Insurance Financial Advisors. She also participates on the AssetMark Field Advisory Board and volunteers on committees for the Million Dollar Round Table. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive adviser network. The firm employs a variety of investment platforms and third-party manager solutions, offering both discretionary and non-discretionary portfolio management with integrated brokerage and advisory services.

Marisa Steinbach is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Woodbury Financial Services and OSAIC. She has also served as a guest speaker on financial education for the Unified School District of Marshfield and the Marshfield Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Donald Snyder Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience at Citizens State Bank of Loyal, New York Life Insurance Company, and MassMutual Life Insurance Company. Snyder also operated as a self-employed advisor and worked with Redbrick Consulting Group and MML Investor Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and consulting services with discretionary and non-discretionary management supported by research and diversified investment strategies.

Steven Brinkman is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial since 2019. Outside of his advisory role, Brinkman is a freelance musician providing music for church services and is a board member of House Beautiful Retreats, a pastoral retreat ministry. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing holistic, goal-based analyses and broad planning recommendations without discretionary trading authority.

Brandon Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2017, with prior experience at The Boson Company and the United States Soccer Association. Outside of advising, Meyer serves on the Marshfield Community Advisory Board and the United Way board, and he manages Generation Partners LLC, a business focused on succession planning and the operations of his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools to tailor retirement income strategies.

Brian Kaiser is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Kaiser is a member of the finance council at Saint John the Baptist Catholic Church and manages dairy cattle operations in Stratford, WI. 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 maintains a nationwide network of over 23,000 financial advisors, with capabilities extending beyond advisory services to include trust services and affiliated investment products.

Melanie Kunze is a CFP® professional with four years of industry experience, currently serving as an advisor at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial, McNeely Financial, and Marathon School District. Outside of financial advising, she is involved with Smazal's Hunters Choice and co-owns Clarity by Design LLC, a business focused on marketing organizational products and value acceleration services for small businesses. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm utilizes firm-provided tools for portfolio construction and supports multiple advisory platforms, including third-party managed account solutions.

Rebecca Gonzalez is a Certified Financial Planner® with over 22 years of experience in financial advisory services. She is currently with OSAIC and has held prior roles at Financial Clarity by Design, Woodbury Financial Services, SII Investments, and McNeely Financial Services. Gonzalez serves on a subcommittee for the Leadership In Life Institute at the National Association of Insurance and Financial Advisors (NAIFA), where she helps assess course curriculum and supports professional development initiatives. OSAIC is a firm that serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. Its advisers utilize advanced asset-allocation tools and offer integrated brokerage, investment advisory services, and access to third-party money managers across multiple advisory platforms.

Robin Andrew is a financial advisor with LPL Financial in Marshfield, WI, holding a Series 66 designation and 10 years of industry experience. He worked at SII Investments, Inc. for 18 years before joining LPL Financial in 2018. Outside of advisory work, he is a commissioned notary for the state of Wisconsin and engages in life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from in-house and third-party sources.

Amanda Kozik is a financial advisor at Edward Jones in Marshfield, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she operated A-Z Massage LLC for nine years and worked at Lang Furniture for six years. She is also affiliated as a distributorship associate for Tranont and The Super Patch Company, through which she accesses product discounts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Tammy Schmidt is a financial advisor at Ameriprise in Marshfield, WI, holding Series 63 and Series 66 designations with two years of industry experience. Her prior work includes roles at US Bank and JT Homes & Properties. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through advisory, brokerage, and insurance solutions.

Kaylob Croston is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2020. Outside of his advisory role, he is employed by Generation Partners LLC, managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Travis Brock is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent six years at Financial Fiduciaries, LLC. Travis is also the owner of Helmstead Wealth Management LLC in Marshfield, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and provides a variety of portfolio management solutions tailored to client objectives.

Blake Dahlby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has worked at LPL Financial since 2018, following 14 years at SII Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, with access to both discretionary and non-discretionary management and multiple portfolio strategies supported by internal and third-party research.

Thomas Dahlby is a financial advisor with LPL Financial in Marshfield, WI, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments for 14 years. 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 various management approaches and offering access to model portfolios, third-party research, and advanced technologies.

Tania Meyer is a CFP®-certified financial advisor with Ameriprise, based in Marshfield, WI, and has 33 years of industry experience. She has been with Ameriprise since 2005, including six years with the current Ameriprise entity. In addition to her advisory role, she manages the day-to-day operations of her team through a business focused on succession planning and the retention of her financial planning practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Nathan Heeg is a financial advisor with Thrivent Investment Management in Stratford, WI, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heeg serves as the head varsity track and field coach for Stratford High School and holds board positions with local athletic support organizations, including the Stratford Runners Club and the Stratford Quarterback Club. He is also an elder board member at The Mill Church in Stratford. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics such as retirement, tax, and estate planning. The firm offers a consolidated billing option called WealthPlan that combines planning with managed-account services, with planning delivered through a network of financial advisors without discretionary trading authority.

Michelle Russell is a financial advisor at LPL Financial with 14 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at BMO Harris Bank from 2016 to 2021 and continues her affiliation with BMO Bank NA. Russell contributes to Junior Achievement by teaching and supporting youth financial education. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management supported by research and advanced portfolio strategies.

Sara Brost is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, she worked at firms including OSAIC, Woodbury Financial Services, and Forward Bank. Outside of her advisory role, she has worked as a speech pathologist at St. Vincent Hospital and Compassus Home Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, combining discretionary and non-discretionary management with research-supported investment strategies.

Ethan Posteluk is a financial advisor with LPL Financial in Marshfield, WI, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at First State Bank and Marshfield Medical Center Credit Union. 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 retirement plan consulting and brokerage services, with access to model portfolios, research, and various investment strategies.

Aaron Schneider is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services Inc, and Forward Investment Services. Prior to entering the financial industry, he spent nine years in full-time education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Thomas Gershman is a financial advisor with Edward Jones in Marshfield, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2019, he held various roles including work at the University of North Dakota and managed a waterfront bar and grille. He serves as Treasurer for Shiloh Bound Inc., a startup nonprofit, assisting with policy and procedure development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

David Meyer is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he co-owns a real estate business with his wife and is involved in the management and operational aspects of a payroll company supporting his financial planning practice. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide ongoing, tax-aware retirement advice through a collaborative, non-discretionary approach.

Courtney Meyer is a financial advisor with Ameriprise in Marshfield, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Marshfield High School from 2015 to 2020. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a centralized consulting team and emphasizes managed accounts and algorithmic automation in its advisory approach.

Christopher Fredrick is a financial advisor with LPL Financial in Marshfield, WI, holding a Series 66 designation and 17 years of industry experience. His prior positions include roles at BMO Bank NA and Wells Fargo entities. He is also commissioned as a notary at BMO Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kenneth Kies is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Bedford Precision Parts, Edelbrock, and Federal Policy Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Daniel Flees is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Sii Investments. Outside of his advisory role, he serves as a Trustee for the Knights of Columbus Fr. John Eisen Assembly #1219, overseeing financial audits for the organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Angela Denk is a financial advisor with Cetera in Marshfield, WI, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Forward Bank, OSAIC, Woodbury Financial Services, and Thrivent Financial. She serves on the Board of Directors for the Marshfield Area YMCA. Cetera Investment Advisers LLC is a large SEC-registered firm that supports over 10,000 advisors and approximately 800,000 clients, offering a multi-manager platform with a range of portfolio management, financial planning, and retirement services.