Annie Werner is a financial advisor at A-Team Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Fort Point Capital Partners LLC, and A&O Advisors. In addition to her advisory role, she operates as an independent insurance agent. A-Team Advisors provides financial planning, consulting, and discretionary asset management to individuals, families, and high-net-worth clients. The firm uses Monte Carlo projections, fundamental and technical analysis, and tailored cash-flow, tax, and estate planning, typically appointing third-party sub-advisors to manage client assets while maintaining direct client relationships.

Nathan Bilodeau is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked at Cetera and several affiliated firms since 2020, as well as at Forward Bank and Associated Bank earlier in his career. He serves as a board member for the Fulcrum Foundation. Cetera Investment Advisers LLC is an SEC-registered firm distributing services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers within multiple program structures.

Madelyn Wanke is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has previously worked at Forward Bank and OSAIC Wealth Inc. Outside of her advisory role, she serves as a military intelligence officer for the Wisconsin Army National Guard and participates in coaching gymnastics. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform and provides both discretionary and non-discretionary portfolio management services.

David Hraby is a financial advisor at Thrivent Investment Management based in Medford, Wisconsin, holding a Series 66 designation with 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Kris Karaba is a financial advisor with Edward Jones in Medford, WI, holding a Series 63 designation and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Karaba manages KRK Ventures LLC, a business focused on rental properties. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 advisors.

Russell Jablonsky is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing an oil and mineral rights trust established by his maternal grandparents. 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 investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Courtney Kern is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015. 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 and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other proprietary investment options.

Jeremy Sperl is a Series 66-licensed financial advisor with five years of industry experience, currently with Thrivent Investment Management. He has held various roles within Thrivent Financial and Thrivent Investment Management since 2020. Prior to that, he worked at Masonite and Linetec. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across multiple financial planning areas. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service structures.