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.

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.

Shelly Stibbe is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of advising, Stibbe is involved in dairy farming through Junction View Dairy LLC and serves on the board of Schmitt Woodland Hills, including its finance committee, as well as participating in local community organizations such as Richland Rejuvenates and the Richland Center High School Athletic Booster Club. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and algorithmic tools to deliver personalized advice and offers a broad range of advisory, brokerage, and insurance products through its institutional platform.

Michael Cosgrove is a financial advisor with Ameriprise in Richland Center, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is a licensed auctioneer conducting several auctions annually and serves on multiple nonprofit boards, including as treasurer of the Richland County Performing Arts Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Fruit is a financial advisor with Ameriprise in Reedsburg, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves individuals approaching or in retirement and integrates advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Mindham is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at ICA Group Wealth Management, LLC, Trust Point, Inc., and Investment Centers of America, Inc. Outside of his advisory role, Mindham serves as a cross country coach for the Richland School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kathleen Bedward is a Series 66 licensed financial advisor with Edward Jones in Richland Center, Wisconsin, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Riverdale Basketball Club in Muscoda, Wisconsin, helping organize the basketball program and related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Evan Wontor is a financial advisor with XYPN Invest, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise Financial Services, Inc. and has been self-employed since 2019. Outside of advising, he is involved in residential roofing through his ownership of Residential Roofing of Southwest Wisconsin LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management along with financial planning and sponsored TAMP services.