Scott Klaas

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.

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1995 and currently operates Prosper Financial Strategies, LLC. Outside of his advisory role, Luckey serves on the board of the Richland Hospital Foundation and is involved in local youth sports as a referee and officer for the Richland Area Rotary Youth Soccer organization. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, supported by a large network of investment adviser representatives.

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.

Darrah Tomas is a financial advisor with Ameriprise, holding a Series 66 credential and 22 years of industry experience. Prior to joining Ameriprise in 2021, Darrah worked at STIFEL and B.C. Ziegler and Company. Outside of financial advising, Darrah is involved in automotive restoration through bookkeeping and parts ordering at Cuda's Speed Shop in Spring Green, WI. Ameriprise serves clients approaching or in retirement with a retirement-income planning service that combines research, modeling, tax analysis, and algorithmic automation to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Justin Stanek is a financial advisor with Edward Jones in Spring Green, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages farmland in Spring Green and coaches a local basketball team. He is also a silent investor in a restaurant in Plain, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Robert Rynes is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes also sells Medicare supplemental insurance through Jack Schroeder and Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory services with insurance and credit products.