James Robinson is a financial advisor at Wall Investment Group, Inc. in Chippewa Falls, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm focuses on strategic asset allocation tailored to clients’ objectives, income needs, and tax situations, utilizing both fundamental and technical security analysis, with at least quarterly portfolio reviews.

Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.

Brent Ford is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors and Global Financial Private Capital, LLC. In addition to his advisory role, he is a partner at Benefit Resource Partners, where he independently sells insurance, annuities, and life insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative, fundamental, and modern portfolio theory analyses.

Zachary Cockroft is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Benefit Wealth Partners, Retirement Wealth Advisors, and American Family Insurance. Outside of his advisory role, he is involved in insurance sales through Benefit Resource Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and ongoing portfolio management.

Evie Schaller is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at CreativeOne Wealth since 2018 through its predecessor, CHANGEPATH, LLC. Outside of her advisory role, she is also involved with Benefit Wealth Partners as an insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary and third-party investment models and supports tailored suitability assessments and ongoing portfolio rebalancing.

Aaron Widiker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 15 years before joining Commonwealth and co-owning Wolf Tree Wealth Management, LLC. Widiker is also involved in fixed insurance sales and co-owns Johnny & June Holdings, LLC, a real estate entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support, including investment management, technology, and compliance services. The firm offers various portfolio management options and distinct program structures, supporting advisors who deliver personalized financial advice under Commonwealth’s supervision.

David Glenz is a financial advisor with Principal Financial Services in Chippewa Falls, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2025, he worked at Edward Jones for three years and has a background that includes roles outside of finance in orthopedic and manufacturing companies. Outside of advising, he works as a Facilities Learning Coordinator at Mayo Clinic, developing learning architecture for their Eau Claire facility. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kari Scott is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has prior work experience at Citizens State Bank and Citizens Community Federal. Outside of finance, Kari was involved with The Eau Claire Ale House from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under consolidated billing, focusing on comprehensive planning without discretionary trading authority.

Michael Gapinski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advisory board for the University of Houston Honors College. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

Terry Krumenauer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services for 16 years. He is also president of Terry Krumenauer Financial Group Inc., a corporation involved in the sales and service of traditional insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers various programs and employs a comprehensive investment process that integrates risk-tolerance assessments with portfolio optimization and access to multiple custodial platforms.

Zachary Schimmel is a financial advisor with Raymond James Financial in Chippewa Falls, WI, holding a Series 66 designation and five years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2020. Outside of his advisory work, he is involved with Pro-Form Solutions and co-owns Pro-Volt, LLC, an electrical contracting business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Kelsey Nicolai is a financial advisor at Edward Jones in Chippewa Falls, WI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Oak Ridge Chemical and Monat Global. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Thomas Madison is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various roles from 2019 to 2021. Outside of his advisory work, Madison is an associate at Fries Financial Group in Chippewa Falls, WI. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Brian Simmons is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Nicholas Docksey is a CFP® and Series 66 registered advisor with Edward Jones in Chippewa Falls, WI, with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Wellbeats Inc., Ambrion Inc., Ditech Financial LLC, Robert Half Corporation, and the University of Wisconsin - Madison. 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 provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Catherine Johnson is a financial advisor with Raymond James Financial in Chippewa Falls, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James since 2011 and previously worked at Fries Insurance Services LLC and in non-variable insurance roles. Johnson is also an associate at Fries Financial Group, where she serves as an advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored financial plans developed through detailed risk profiling and offers a broad range of implementation options, often serving in an advisory capacity rather than as a delegated manager.

Codi Koxlien is a financial advisor at Raymond James Financial with eight years of industry experience. Koxlien holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, Koxlien was employed at Bernicke & Associates and Triad Advisors, Inc. Outside of advising, Koxlien is an associate at Fries Financial Group, where they perform administrative duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes client collaboration to develop tailored financial plans and investment recommendations.

Paul Murry is a financial advisor at Edward Jones in Chippewa Falls, WI, holding a Series 66 designation with 14 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, offering a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors.

Darian Prince is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 66 designation and seven years of industry experience. He previously worked at Security Financial Bank and BMO Harris Bank. Outside of finance, he has been involved with Fatboy's Pizza since 2009. 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 manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Elizabeth Lawrence is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors since 2019. Prior to this, she was with Bernike Wealth Management from 2015 to 2017. In addition to her advisory role, she provides operational support at Fries Financial Group. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a wide affiliate network.

Stephen Driever is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He previously worked at LPL Financial for 10 years before joining Cetera. Outside of advising, he is a co-owner of Driever Family Farms LLC, a farmland rental business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions with retirement and fiduciary capabilities integrated into its institutional structure.

Amanda Jaquish is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, she worked at ITW and has been associated with Fries Financial Group since 2017, where she performs client service duties. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on providing advisory and implementation-support services rather than discretionary management.

Kendall Baumgartner is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and Fries Financial Group since 2023. Prior to his advisory career, he held positions in education, banking, insurance, and retail. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Dwayne Kesting is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management Inc. since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Martell is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked at Cetera since 2025 and previously spent 14 years at LPL Financial. Martell is also a financial consultant for Wealth Management Group LLC, a financial services and tax business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Tara Hagmann is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she held positions in healthcare-related organizations including Winn Family Dentistry, Interim Healthcare Home Care and Hospice, and an Independent Surgery Center. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than 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 services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.