Kevin McKinley is a financial advisor with McKinley Money, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he is involved in media-related activities, including writing articles for various publications and operating a media company that provides online information and networking tools. McKinley Money, LLC offers discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative optimization, with portfolio management delivered exclusively through its wrap fee program.

Duncan Mckinley is a financial advisor at McKinley Money, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at the University of Wisconsin-Madison from 2020 to 2024. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm manages diversified portfolios using asset-allocation models based on modern portfolio theory, offering its services primarily through a proprietary wrap fee program.

Benjamin Ebert is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Heartland Retirement Group and Bankers Life Securities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel living abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jonathan Kroening is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Kroening serves as a grants committee member for the Community Foundation of Dunn County. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with a focus on asset allocation and risk management supported by multiple advisory platforms.

Jeffrey Krumenauer is a financial advisor with Ameriprise in Menomonie, WI, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides written recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Jacob Cimino is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has a long-standing role with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a large network of advisers, employing various asset-allocation tools and multiple advisory platforms.

Moriah Fagen is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Menomonie, WI, and has two years of industry experience. Her prior roles include positions at Thrivent Financial and five years at Harvestime Church. 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 analyses and allows clients to combine planning with managed-account services while maintaining separate billing and review processes.

Paul Dean is a financial advisor with Thrivent Investment Management in Menomonie, WI, holding the Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Thrivent Financial since 2014 and Thrivent Investment Management since 2013. 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 various financial topics, with the option to combine planning with managed-account services under a consolidated billing system called WealthPlan.

Brennan Anderson is a financial advisor with LPL Financial in Menomonie, WI. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at Edward Jones and has experience in education and healthcare sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Sawyer Brown is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he served in the U.S. Army Reserves as a Small Arms Repairer (91F) and has work experience at Western Technical College and Menomonie High School. He continues to serve in the Army Reserve, where his duties include inspecting and maintaining small arms and related equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning that covers a range of topics without discretionary trading authority, allowing clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Tanya Dean is a Series 66-registered financial advisor with Thrivent Investment Management, based in Menomonie, WI. She has five years of industry experience and has been with Thrivent Financial and its affiliates since 2013. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Heike is a financial advisor at LPL Financial with 17 years of industry experience. He holds a ChFC® designation and Series 66 license. His prior roles include positions at Northwestern Mutual Investment Management, Woodbury Financial Services, and OSAIC. In addition to his advisory work, Heike owns Impact Advertising, a business unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary investment strategies supported by technology and research tools.

Jeremy Untz is a CFP® and holds a Series 66 license with ten years of industry experience, all of which has been with Edward Jones since 2016. He is based in Menomonie, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Storing is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and OSAIC, and spent six years at Catalytic Combustion Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Waznik is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and RBC Capital Markets. In addition to his advisory role, he is involved in tax preparation and accounting services through QTA Quality Tax and Accounting and TruNorth Tax and Accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Johnson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Menomonie, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joel Helminiak is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and works out of Menomonie, WI. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

Darcy Brown is a financial advisor at Thrivent Investment Management with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Brown serves as a board member of the Wilson Creek Condo Association, where he assists with office building management decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kurtis Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is the founder of Hope Filled Life LLC, a wellness consulting business now managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Coltin Brehm is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual and Osaic Wealth, and he currently coaches wrestling for the Menomonie School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, and institutions through a broad network of investment adviser representatives.

Michael Braatz is a CFP® certificant and Series 63 license holder with 22 years of experience in the financial industry. He has been with Edward Jones since 2004, based in Menomonie, WI. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Lucas Wachewicz is a financial advisor with Edward Jones in Menomonie, WI, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at ETI Wound Healing Center for five years and Mayo Clinic for twelve years. He serves as a board member of Indianhead Enterprises, providing leadership and oversight to the organization. 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 network of financial advisors and branch offices nationwide.

Kyle Thorpe is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including OSAIC, Woodbury Financial Services, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Amanda Giesen is a financial advisor with LPL Financial located in Menomonie, WI. She holds a Series 66 designation and has recently transitioned into the industry, having joined LPL Financial in 2025. Prior to this, she spent several years in education, including positions at the University of Wisconsin - Stout and New Prague High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base, including individuals, retirement plan participants, and institutions. The firm offers a range of investment solutions, including model portfolios and access to third-party asset managers, supported by technology tools for operational and research functions.