Kim Luckey

Scott Klaas is a Series 66-licensed financial advisor with First Command Advisory Services, based in Lone Rock, WI, and has two years of industry experience. Prior to his current role, he served in the United States Army from 2012 to 2020 and owns Saint Wendelin's Croft, where he manages livestock operations. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans and periodic reviews.

Terry Sebranek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Raymond James Financial and Rewald, Sebranek & Frawley, LLC, and he is currently co-owner of RSF, LLC. Additionally, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance, allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Joseph Brown is a financial advisor with Commonwealth Financial Network in Richland Center, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2016 and is also a co-owner of RSF, LLC. Brown serves as a board member of Ithaca Public School. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked concurrently at Commonwealth, WCCU Investment Consultants, and Mellem Fish House, and has been an independent consultant for Norwex. Outside of her advisory work, she is involved in personal care and cleaning product sales and has experience in the hospitality industry. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, operations, technology, and compliance support. The firm offers discretionary portfolio management, third-party asset manager access, and distinct program structures tailored to advisors’ client needs.

Kaleb Frawley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and co-ownership of RSF, LLC. Outside of advising, he owns RSF Group, LLC, which provides tax preparation services. Commonwealth Financial Network serves a national network of advisors and their clients, offering a range of advisory programs and support services including investment management, technology, and compliance. The firm provides discretionary model portfolios and customizable program structures to affiliated advisors.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.