John Berschback is a financial advisor at MedVest Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with three years of industry experience. He is also a practicing physician and owner at Chippewa Valley Orthopedics and Sports Medicine, a medical practice he has been involved with since 2013. In addition to his advisory role, he engages in insurance sales and referrals on a limited basis. MedVest Wealth Management, LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to high-net-worth individuals. The firm employs fundamental and technical analysis in portfolio construction and monitors third-party managers through referral arrangements, operating with either client-directed approval or delegated trading authority.

Marleen Thudium is a financial advisor at RJ Hill's Financial Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved in related business activities including managing a business consulting firm and owning an insurance brokerage specializing in health and Medicare-related insurance products. RJ Hill’s Financial Services provides wealth management and integrated tax-planning services primarily to individuals and closely held businesses, with a focus on farmers and clients in blue-collar trades. The firm emphasizes diversification and integrated asset allocation that considers economic outlook, risk tolerance, and tax consequences, offering both discretionary and non-discretionary management.

George Piper Jr. is a financial advisor with Capital Coordinators Company in Eau Claire, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Cambridge Investment Research Advisors and Transamerica Financial Advisors. Outside of financial advising, he has been involved with the Chippewa Valley Symphony Orchestra and serves as a committee member of the Rotary Club of Eau Claire and the Day Resource Center. Capital Coordinators Company offers comprehensive financial planning and retirement-focused advice to individuals and employers, emphasizing written planning reports covering cash flow, insurance, tax, estate planning, and investment strategy. The firm uses fundamental analysis and third-party research tools to support non-discretionary recommendations, with clients responsible for implementation decisions.

Travis Obrycki is a financial advisor at Top Shelf Advisors in Eau Claire, WI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at PESI, Group Health Cooperative of Eau Claire, and the National Business Institute. Outside of advising, he is employed full time as a Senior Data Engineer. Top Shelf Advisors provides limited discretionary management of separately managed accounts along with standalone investment advice, financial planning, and group educational services. The firm serves individuals, retirement and pension plans, trusts, and other entities, using a client-specific timeline to guide investment decisions that include passive and active strategies, options, short selling, margin, and futures with a conservative approach to derivatives.

David Jones is a CFP® with 17 years of industry experience and the sole advisor at Jones Financial Consulting, LLC, an independent firm he has led since 2007. Based in Eau Claire, WI, he holds a Series 63 license and focuses on comprehensive financial planning and asset management. Jones Financial Consulting, LLC provides financial planning and related services to individuals and families, emphasizing long-term, buy-and-hold portfolios constructed from core model allocations customized through risk profiling. The firm operates as a fee-only adviser and offers a wrap-fee program that combines advisory services and trade execution, primarily serving clients engaged for planning services.

Cory Haupt is the sole advisor at C.R. Haupt LLC, an independent firm based in Eau Claire, WI. He holds a Series 65 designation and has 14 years of industry experience. Prior to founding his advisory firm, he worked at G-Force Computers Inc. for 20 years and has been involved in aviation operations through Heartland Aviation, LLC, where he serves as Director of Operations. C.R. Haupt LLC provides investment advisory and small-business consulting services to a limited client base, managing approximately $1.7 million in assets. The firm serves individuals and various entities, employing a mix of fundamental, technical, and cyclical investment analysis with strategies ranging from long-term investing to active trading, including options, cryptocurrencies, and SPACs.

David Jeske is the sole advisor at Jeske Asset Management, LLC in Eau Claire, WI, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to founding his firm, he worked at Royal Credit Union and Raymond James Financial Services. He is also a licensed insurance agent operating Jeske Insurance Agency, LLC, where he sells property and casualty insurance. Jeske Asset Management provides discretionary portfolio management and financial planning services to individual clients, utilizing a written Investment Policy Statement for each account. The firm’s investment approach incorporates fundamental and technical analysis alongside modern portfolio theory, primarily recommending ETFs and mutual funds while also engaging in higher-risk strategies such as options trading.

Kevin McKinley is a financial advisor with McKinley Money, LLC in Eau Claire, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he owns media companies focused on speaking engagements, writing, and social networking tools related to financial topics. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with periodic rebalancing and quarterly account reviews.

Duncan McKinley is a Series 65-registered advisor at McKinley Money, LLC with one year of industry experience. He has been with McKinley Money since 2022 and previously attended the University of Wisconsin-Madison. Outside of his advisory role, he is involved in media and publishing through affiliates such as On Your Money Media and McKMedia. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with regular account reviews and a unique wrap fee program that combines advisory and trade execution services.

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.

Jill Wegner is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. She previously worked at Shillin Wealth Management and has been with Jansen Wealth Management since 2020. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolio construction using low-cost, diversified mutual funds and ETFs, employing fundamental and behavioral analysis with ongoing client monitoring.

Patrick Couture is a financial advisor at Keystone Financial with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brookstone Capital Management. Outside of his advisory role, Couture is president of Couture Advisory Group, LLC, a licensed insurance agency specializing in annuity and life insurance sales, and is involved in business ventures including a credit card processing company and a concrete landscape curbing business. Keystone Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $51.2 million in assets. The firm uses an active, asset-allocation approach with model managers and offers integrated planning, insurance, tax, and estate-planning services through affiliated entities.

Jacob Jansen is a financial advisor at Jansen Wealth Management LLC with 12 years of industry experience. He holds Series 65 and Series 66 designations. Prior to his current role, he worked at Edward Jones and several other investment firms. He is a silent partner in a nutrition company, NuSkool Inc. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach with fundamental and behavioral analysis, offering customized portfolio construction and ongoing supervision.

Jesse Becker is a financial advisor with Keystone Financial in Eau Claire, WI, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Couture Advisory Group and AE Wealth Management. Outside of advising, he owns Keystone Tax LLC, providing tax preparation and bookkeeping services. Keystone Financial offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm employs an active, asset-allocation focused approach using model managers and integrates insurance, tax, and estate-planning services through affiliated businesses and third-party technology.

Daniel Estenson is a CFP® with 13 years of industry experience currently working at Bernicke Wealth Management. His career includes roles at Great Valley Advisor Group, LPL Financial, and Triad Advisors. Outside of his advisory work, he serves as a board member and volunteer archery instructor for Chippewa Bowhunters, Inc., a nonprofit archery club. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, corporations, and charitable organizations. The firm employs a macroeconomic, top-down asset allocation strategy supplemented by an AI-driven quantitative model and serves a diverse client base that includes institutional entities and retirement plans.

William Peterson is a financial advisor at Bernicke Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and the University of Wisconsin Eau Claire. Peterson also serves as a notary public in the state of Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a macroeconomic, top-down asset allocation strategy supported by an AI-driven quantitative model and manages approximately $887 million in discretionary assets.

Kristie Weber is a financial advisor at Bernicke Wealth Management with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including LPL Financial and Triad Advisors. At Bernicke Wealth Management, she coordinates ongoing training and employee work responsibilities. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to a wide range of clients including individuals, high-net-worth clients, foundations, and institutional entities. The firm employs a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model, managing approximately $887 million in discretionary assets.

Haley Turk is a financial advisor at Bernicke Wealth Management with one year of industry experience. She holds a Series 66 designation and has previous experience at LPL Financial and Private Client Services. Outside of advising, she is a notary public in Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and institutional clients. The firm uses a macroeconomic, top-down asset allocation approach combined with an AI-driven quantitative model to construct and manage diversified portfolios.

Steven Latham is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Bernicke Wealth Management and has previously worked at firms including Great Valley Advisor Group, LPL Financial, Ameriprise Financial Services, and RBC Capital Markets. Outside of his advisory role, Latham serves as president of the board for the Eau Claire Golf and Country Club and is a board member of the Children’s Museum of Eau Claire. Bernicke Wealth Management provides discretionary investment management, financial planning, retirement-plan advisory services, and consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a macroeconomic, top-down asset-allocation strategy supplemented by AI-driven quantitative models and manages approximately $887 million in discretionary assets.

Lindsey Hendrickson is a financial advisor at Bernicke Wealth Management with nine years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Triad Advisors. Lindsey is based in Altoona, Wisconsin. Bernicke Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a macroeconomic, top-down asset allocation approach supplemented by an AI-driven quantitative model and serves a diverse range of institutional and individual clients.