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Jessica B

Series 63, Series 65

Osseo, WI

Thrivent Investment Management

Jessica Berg is a financial advisor with Thrivent Investment Management in Osseo, Wisconsin, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Royal Credit Union, LPL Financial, and INVEST Financial Corp. Outside of her advisory role, she owns and operates a hobby farm involved in the sale of cattle and other livestock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics. The firm’s approach combines goal-based analyses and flexible service options without discretionary trading authority.

Business ownership considerations
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Christine S

Series 66

Fall Creek, WI

Edward Jones

Christine Sims is a financial advisor with Edward Jones in Fall Creek, WI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones in various roles since 2020 and previously worked at Chippewa Valley Printmark Corp and Vital Plastics. Sims also held a secretary position at Sims Enterprises Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Neil S

Series 66

Fall Creek, WI

Edward Jones

Neil Seidling is a Series 66 licensed financial advisor with Edward Jones, based in Fall Creek, WI. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, he owns and helps maintain a family farm in Fall Creek. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Military & Veterans
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Adam Z

Series 66

Augusta, WI

LPL Enterprise

Adam Zawilenski is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Foster Bar and Grill in Osseo, WI. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Tax-loss harvesting
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