Jeremiah Olson is a financial advisor at Diamond Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including NYLIFE Securities LLC, New York Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he assists individuals with daily tasks such as cleaning and running errands through Papa Pals. Diamond Wealth Partners is an independent registered investment adviser serving a small client base that includes individuals, high-net-worth households, corporations, and other advisers. The firm offers comprehensive financial planning and discretionary portfolio management focused on retirement planning and wealth preservation, operating primarily through a virtual, goal-based planning process.

Christopher Kline is a financial advisor at Capstone Wealth Management Corp. in Baraboo, WI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capstone since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical adjustments based on monetary measures, valuations, and investor sentiment, managing portfolios with a range of securities and various investment strategies.

Tanner Russo is a financial advisor at Associated Investment Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Associated Bank, JL Business Interiors, and several other companies. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on a predominantly non-discretionary basis.

Erin Haugh is a financial advisor at Associated Investment Services, Inc. in Reedsburg, WI, with nine years of industry experience. She holds the Series 66 designation and has been with Associated Investment Services since 2016. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis via the Envestnet/NFS platform.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Questar Asset Management. In addition to his advisory role, Simonson is the owner of Miller Simonson Insurance and volunteers with Portage Youth Softball. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and offers tailored strategies using a combination of fundamental, technical, and cyclical analysis.

Preston Baus is a financial advisor at American Independent Securities Group, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Agrace Foundation. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Micah Snyder is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Wealth & Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as vice president of the Wisconsin Weigh In Club, promoting wrestling and supporting training activities, and is involved in youth sports and community fundraising as president of the Sauk Prairie Sports Boosters and a director with Sauk Prairie Rebels Baseball, Inc. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, while maintaining due diligence and monitoring of third-party managers.

Daily Erickson is a financial advisor at Associated Investment Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of advising, he is involved with Murmuring Waters Lodge, a restaurant and tavern in St. Germain, Wisconsin, where he works as a bartender. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services mainly on a non-discretionary basis while leveraging relationships with Associated Banc-Corp and other affiliated entities.

Joia Simonson is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Meg Hunter State Farm and has held various roles including assistant coach for Portage Community Schools' high school softball team. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analyses to tailor client strategies.

Dennis Crow is a CFP® professional affiliated with Commonwealth Financial Network, with six years of experience in the financial industry. He has worked at Milestone Investment Management LLC since 2019 and previously at International Business Machines Corp. from 2017 to 2019. Outside of his advisory role, he is co-owner of Redemption Outdoors LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a platform with discretionary portfolio management and various program structures, backed by a centralized operations, trading, and compliance infrastructure.

Michael Wentland is a financial advisor with Money Concepts Capital Corp in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he is involved with APEXX, LLC and owns APEXXmas Tree Farm in New Lisbon, WI. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zackery Henry is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. He has previously worked at Personal Capital Advisors and Northwestern Mutual in various roles spanning from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mariah Hanson is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2023, with prior experience at Park Avenue Investments and Bank of Prairie du Sac. Hanson is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jonathan Mead is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and currently operates Firm Foundation Wealth & Retirement Solutions, LLC. Mead has a background including roles at Metlife Securities and New York Life, and he is also involved as an investor in a tourist attraction business, Dells Escape Rooms, and provides consulting services to escape room owners through JGM Consulting, LLC. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, combining advisory services with affiliated insurance and broker-dealer capabilities.

Michael Rendler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Silver Leaf Investment Advisors, Global Atlantic Financial Company, and U.S. Bancorp. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while operating as a back-office and platform provider.

Michael Jacques is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has worked at Commonwealth since 2007 and served as President and Owner of Jacques Wealth Management, LLC from 2010 to 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, along with operations, compliance, and practice-management support.

Todd Rendler is a financial advisor with Commonwealth Financial Network based in Waupaca, WI, holding a Series 63 designation and 40 years of industry experience. He has been associated with Commonwealth since 2004 and is also a member and owner of Rendler and Associates, LLC, as well as Silver Leaf Advisors, LLC. Rendler is involved in insurance sales through Rendler Sales Consulting, 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 support services, including investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Tami Salzwedel is a financial advisor with Commonwealth Financial Network in Sauk City, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been associated with Rendler And Associates, LLC and Commonwealth Financial Network since 2004. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Daniel Rendler is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Prairie Du Sac, WI, and has 13 years of industry experience. He has worked with Commonwealth Financial Network since 2014 and also operates Silver Leaft Advisors, LLC. Rendler is involved in fixed insurance sales as an agent under the name Silver Leaf Investment Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs including discretionary model portfolios and personalized indexing options. The firm provides extensive back-office support and investment management services while allowing affiliated advisors discretion in constructing client portfolios.

Darren Schwinefus is a financial advisor with Eagle Strategies (NY Life) based in West Baraboo, WI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with multiple firms including Firm Foundation Wealth & Retirement Solutions LLC and NYLIFE Securities LLC. Schwinefus serves as a board member for Community Christian School, participating in monthly meetings to review budgets and support the local school. 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 and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Brittany Borota Kluck is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sarah Oberman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Reedsburg, WI. She has three years of experience holding roles within Thrivent Financial and its affiliates, and previously served in various non-financial capacities including as a homemaker and a member of Reedsburg United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to integrate planning with managed account services under a consolidated billing structure.

Robert Hatch is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Osaic Wealth, Inc. since 2024. His prior experience includes roles at Woodbury Financial Services and Edward Jones. Outside of his advisory work, he is involved in life insurance sales and owns a tax preparation and planning business. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, combining technology-driven asset allocation tools with access to various custodial platforms and third-party managers.

Patrick Thielen is a financial advisor with OSAIC in Reedsburg, WI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, among others. Outside of financial advising, he serves as a board member of the Fortunaire Foundation and is the drummer in the Race Bannon Band. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a diverse range of advisory and brokerage services supported by advanced investment tools and platforms, with a notable scale of over 6,200 advisors and approximately $200 billion in assets under management.

Lori Barry is a financial advisor at LPL Financial with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining LPL Financial in 2020, she worked at Ameriprise Financial Services and Investment Professionals Inc. Barry also serves as an AVP and Investment Services Officer at Community First Bank. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops diversified and alternative investment strategies.

Lisa Mcclyman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. In addition to her advisory role, she has served as a notary in Baraboo, Wisconsin since 1998. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with various non-advisory product services.

Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management or institutional advisory services.

Andrew Hager is a CFP® professional with 26 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on multiple nonprofit boards, including as Treasurer of the Baraboo Area Literacy Council and as a board member of Kids' Ranch Inc., Varigen Biosciences Corp., and Terra Bioworks. He is also involved in agricultural business activities through ownership of Acorn Hill Farm, LLC. Ameriprise provides a range of advisory, brokerage, and insurance services, including a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Justin Johnson is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and six years of industry experience. He previously worked at The Wilderness Resort and Eddie Bauer. Johnson serves as a council member for Westside Christian School, where he contributes to planning and policy discussions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services under a fiduciary standard.

Laura Morehouse is a financial advisor at Edward Jones in Reedsburg, WI, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, she serves as a volleyball official and coaches a club volleyball team in Wisconsin Dells. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Keller is a financial advisor with LPL Financial in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Keller is also a registered representative at the Bank of Wisconsin Dells, where he works full time in a financial institution role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products.

Slavimira Bjelich is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Edward Jones and Bluegreen Vacations. She is based in Lake Delton, Wisconsin. 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 a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Laurie Dischler is a financial advisor with Edward Jones in Baraboo, WI, holding a Series 66 designation and eight years of industry experience. She worked at Cellox LLC from 2013 to 2017 before joining Edward Jones, where she has been since 2017. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the country.

Leslie Gay is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, Gay worked at Raymond James Financial for nine years and has been affiliated with The Baraboo National Bank since 2005. 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 a range of investment delivery options supported by an in-house Research team that develops model portfolios and supports customized advisory solutions.

Mark Van Etten is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones since 2017. Prior to joining Edward Jones, he worked at The Center for Health Enhancement System Studies and taught at the University of Wisconsin–Madison. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of investment strategies and affiliated financial services.

Shannon Curtis is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, with prior roles at All American Coop & Progressive Ag Center and Westconsin Credit Union. Outside of her advisory work, she is involved with Ikigai Operations LLC as a registered team member managing an advisory business. Ameriprise serves individuals approaching or in retirement, focusing on retirement-income planning for clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, delivering a range of advisory, brokerage, and insurance solutions through its institutional platform.

Thomas Wendler is a financial advisor at Edward Jones in Lodi, WI, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Wendler serves as a commission member for Sacred Hearts School in Sun Prairie, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joel Groskreutz is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having nine years of industry experience. He has been with Thrivent since 2016, including roles at Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as Vice President on the Board of Reedsburg Area Medical Center and is a board member of the K9 Tesla Foundation, which supports therapy dog programs for public safety personnel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of topics such as retirement, tax, and estate planning. The firm emphasizes goal-based analyses and offers integrated planning and managed-account services while maintaining separate advisory roles and periodic reviews.

Peter Welsh is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Raymond James Financial Advisors, Inc. and Baraboo State Bank, where he also serves as a Trust Officer and Senior Vice President. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, delivered through a large network of investment adviser representatives.

Laura Kamps is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Cuna Brokerage Services Inc., CUNA Mutual Group, WEA Investment Services, Inc., and WEA Property & Casualty Insurance Company. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jason Rasmussen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior experience includes roles at Securities America Advisors and Transamerica Financial Advisors. Outside of finance, he is involved in operating Kiddie Korner Inflatables, a bounce house rental business. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Laura Stanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at LPL Financial since 2018 and previously served at Raymond James Financial Services Advisors Inc. from 2014 to 2018. Outside of her advisory role, she is also an active Mary Kay sales consultant. 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 a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jennifer Kinzler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Raymond James Financial Services and BARABOO State BANK. Outside of her advisory work, she has been involved with Devils Head Resort & Convention Center as a waitress for over 30 years. 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 a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Trevor Agnew is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Woodbury Financial Services and O'Connell Financial Services, among others. Outside of advisory work, he is a partner in Preferred Tax Advisors LLC, where he manages business operations and tax preparation, and he owns a golf simulator business, The Swing Lab LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance questionnaires, asset-allocation planning software, and portfolio optimization tools, providing access to various investment products and third-party managers through a large network of advisors.

Katie Schmidt is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Kvernen is a financial advisor with Edward Jones in Reedsburg, WI, holding a Series 66 license and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Brumer Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for the Sacred Heart Church Finance Council in Reedsburg, 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 and investment strategies, supported by a large national network of financial advisors and branch offices.

Larry Marlette is a financial advisor at MWA Financial Services Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Readerlink for 12 years in addition to his ongoing roles at MWA Financial Services and Modern Woodmen of America since 2004. His other business activities include servicing existing insurance policies with various insurance companies. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.