Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Justin Philipp is a Series 65-licensed advisor with MBE Wealth Management, LLC, based in Tomah, WI. He has one year of experience at MBE Wealth Management and previously worked at the University of Wisconsin-Whitewater and Bobbers Island Grill. MBE Wealth Management serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses, focusing on long-term investment strategies with diversified, low-cost mutual funds and ETFs. The firm also offers retirement plan advisory and consulting services, utilizing both fundamental and technical analysis to customize asset allocations.

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Baylee Shifflet is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously spent a year at Wealthspire Advisors. Outside of advisory services, she is involved in insurance sales. MBE Wealth Management, LLC serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, employing both fundamental and technical analysis in its investment approach.

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Chadwick Gaffney is a financial advisor at MBE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Stone Pillars Wealth Management and Northwestern Mutual, along with entrepreneurial ventures in digital marketing and consulting. Gaffney is also a Tactical Aircraft Maintenance Technician in the Wisconsin Air National Guard. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, with continuous account monitoring and a wrap-fee program.

Jacob Krueger is a CFP® with 17 years of industry experience, currently serving as a financial advisor at MBE Wealth Management, LLC since 2013. He previously worked at LPL Financial LLC for five years. Outside of advisory services, he is also engaged in insurance sales as a licensed insurance agent. MBE Wealth Management provides advisory services to a diverse client base, including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, supported by fundamental and technical analysis and continuous account monitoring.

Jason Henrich is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at MBE Wealth Management, LLC since 2016 and previously held roles at LPL Financial LLC and Ohio National Financial Services. Henrich is also involved in a non-variable insurance business as part of his activities. MBE Wealth Management, LLC serves a diverse client base including individuals, trusts, estates, businesses, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs fundamental and technical analysis in its investment approach.

Timothy Moy is a financial advisor with MBE Wealth Management, LLC in Baraboo, WI, holding a Series 66 designation and 14 years of industry experience. He has been with MBE Wealth Management since 2012 and previously worked at LPL Financial, LLC. Moy is also a managing partner at Moy, Borchert, Erbs and Associates, LLP, a CPA affiliate program. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while maintaining institutional custody relationships.

Calvin Peterson is a financial advisor at MBE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Fairfield Hills Golf Course & Range and the University of Wisconsin-Madison. Peterson is also a licensed insurance agent involved in implementing insurance recommendations. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, and retirement plans. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs along with individual securities and independent managers, employing both fundamental and technical analysis in its investment approach.

Brent Brinker is a financial advisor at MBE Wealth Management, LLC with 16 years of industry experience. He has been with MBE Wealth Management since 2012 and previously worked at LPL Financial from 2012 to 2018. He holds a Series 66 designation and is also involved in insurance sales outside of his advisory role. MBE Wealth Management provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, alongside individual securities and independent managers, and offers financial planning, investment management, retirement plan fiduciary services, and consulting.

Griffin Moe is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience and holds a Series 66 license. Outside of his advisory role, Moe officiates college hockey games as an NCAA referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional services such as trust company capabilities and securities-based lending.

Ryan Egstad is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including prior roles at SagePoint Financial and The Guardian Life Insurance Company. Egstad is also involved in a family-owned business, Norstad, Inc., which operates an insurance and investment-related firm under the name Egstad Insurance & Investment. 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, combining large-scale advisory operations with various non-advisory financial products.

Roger Bakken Jr. is a CFP®-designated financial advisor with Edward Jones in Tomah, Wisconsin, where he has worked since 2005. He has 20 years of industry experience and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Alex Egstad is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Kohler Company for five years. Outside of his advisory role, Egstad is involved in selling life and health insurance through Egstad Insurance & Investments. 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 combines large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.

Jeremiah Haun is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He is based in Tomah, WI. Outside of his advisory role, he is involved in essential oil sales as a distributor for Young Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nichole Martin is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. She has been with Thrivent and its affiliated entities since 2019. Outside of her advisory role, Martin owns a home business that creates custom shirts and decor for local organizations and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Hope Carlson is a financial advisor with Ameriprise in Tomah, WI, holding a Series 66 designation and two years of experience at Ameriprise. Her prior work includes roles in educational administration at the University of Wisconsin - Whitewater and Treasury Office experience with the City of Tomah. She has also been involved in restaurant management and agricultural work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joel Brieske is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as Secretary of the Tomah Baseball Club, a nonprofit organization supporting youth baseball activities in Tomah, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and recommendations without discretionary trading authority.

Brooke Bakken is a financial advisor at Edward Jones in Tomah, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones in 2025, Brooke's background includes roles at Pepperdine University and Vintage Church Malibu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of advisors and branch offices nationwide.

Rick Carlson is a financial advisor with Ameriprise in Tomah, Wisconsin, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Coordinated Capital Securities, Inc. and Ameriprise Financial Services, Inc. He serves on the Board of Directors for Hiawatha Golf Course in Tomah. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Brieske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing three years of industry experience. Prior to joining Thrivent, he spent over two decades with the Tomah Area School District. Outside of his advisory role, he serves as the head boys basketball coach and works as a physical trainer in Tomah, WI. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under consolidated billing.

Martha Klatt is a financial advisor with Ameriprise in Tomah, WI, holding a Series 66 designation and 18 years of industry experience. She previously worked at Coordinated Capital Securities, Inc. from 2007 to 2016 before joining Ameriprise Financial Services, Inc. in 2016. Outside of her advisory role, Klatt serves on multiple boards, including the First United Methodist Church Finance Committee and the Tomah Area Credit Union, and she is a board member of Families First. She is also the District Governor for Rotary International District 6250 for 2027-2028. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ronald Brieske is a financial advisor with Thrivent Investment Management in Tomah, Wisconsin, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning without discretionary portfolio management or institutional client services.