Brock Cooper is a financial advisor with Principal Financial Services in Saint Croix Falls, WI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Principal Financial Services since 2013 and is currently associated with Principal Workforce, LLC. Outside of his advisory role, he is involved in managing family investment and tax entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Casey is a financial advisor with LPL Financial based in St. Croix Falls, Wisconsin. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and was affiliated with the University of Wisconsin-La Crosse. Outside of his advisory role, he is involved in community work managing grounds for Boardman Cemetery. 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 financial planning and asset management services, utilizing both proprietary research and third-party strategies, supported by advanced advisor tools and a broad array of non-advisory financial products.

Theresa Tihanyi is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

Rebecca Berg is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. She is based in Saint Croix Falls, WI. Outside of her advisory role, she serves as President of the STAR Education Foundation and sits on its Board Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 advisors through a broad range of offerings, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jon Jacobson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been associated with Raymond James since 2001 and also works with The RiverGroup in St. Croix Falls, WI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and provides specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Creek is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating financial strategies for high-net-worth individuals, families, and businesses, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, and personal retirement planning. Dan's approach to wealth management is consultative and service-oriented, aiming to balance risk and reward based on individual client needs. Dan began his career in engineering before transitioning to financial services in 1998 and joining Merrill in 2000. He holds a Bachelor of Science in Mechanical Engineering from the University of Wisconsin-Platteville, earned in 1987. Dan has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of St. Mary's Church and the Burlington Kiwanis Club. Dan resides in Burlington with his wife, Patty, and has two grown daughters. His personal interests include fishing, spending time with family, and traveling.

Kirsten Koenig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Dancing Dragonfly Winery and held long-term positions at Petco and Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bryan Moore is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.