Edward Widiker is a Series 66-licensed financial advisor with Edward Jones in Rice Lake, WI, and has 14 years of industry experience. He has worked with Edward Jones since 2012. Outside of his advisory role, he is the owner of WW Sap and Syrup LLC, a financial business based in Cameron, WI. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Kevin Bohn is a financial advisor with Edward Jones in Rice Lake, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in healthcare roles at Fyzical Therapy & Balance Centers, Aspirus Health, and Mayo Clinic. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Abbott is a financial advisor with Robert Baird & Co. in Chetek, WI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services through a combination of in-house and third-party managers, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay strategies.

Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.

Brett Gooden is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 13 years at Kwik Trip, Inc. Outside of his advisory role, Gooden assists with website, technology, and marketing for a tax accounting company operated by his fiancé. 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 nationwide network of advisors and branch offices.

Geoffrey Bohn is a financial advisor with Edward Jones in Rice Lake, WI, holding a Series 63 designation and with 25 years of industry experience. He has been with Edward Jones since 2001. 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 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.

Mc Kylie Hoff is a Series 66-credentialed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. She has held roles at Cambridge since 2020 and operates Hoff Financial Services. Outside of her advisory work, she manages the Rolling Oaks Golf Course and is involved in providing online financial literacy courses through Peak Financial Literacy. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary model portfolios and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Angela Mccullough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services since 2012 and has also been involved with the University of Wisconsin - Barron County and WITC. Outside of her advisory role, she is associated with The RiverGroup Financial Advisors as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Jerman is a financial advisor at Edward Jones in Chetek, WI, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice President of the Chetek Chamber of Commerce and owns a real estate business, KJer LLC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Jennifer Schmidt is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. Her prior work history includes roles at TrueNorth Financial LLC, Woodbury Financial Services Inc., and Frei Financial Services. She is also licensed to write funeral trusts through her life insurance license, collaborating with a local estate planning attorney. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers.