David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Theodore Jones is a CFP® with 39 years of experience in the financial industry, currently affiliated with IHT Wealth Management LLC. His prior roles include positions at Ringenberg Financial Group and United Planners' Financial Services. Outside of financial advising, he is a shareholder in the Chequamegon Bay Golf Club and an LLC member of Delta Diner, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, supported by a network of approximately 153 advisors.

Reid Fiorio is a financial advisor with Newedge Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors (DBA Goss Advisors), and Investment Centers of America. Newedge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and periodic portfolio reviews, managing transaction costs and potential conflicts through oversight and disclosure.

John Fiorio is a CFP® professional with over 41 years of experience in the financial services industry. He currently serves as an advisor at NewEdge Advisors and has held prior roles at GWM Advisors, LLC (DBA: Fiorio Wealth Advisors), LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors serves a diverse client base that includes individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Dane Gleeson is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at NewEdge Advisors since 2018 and has prior experience with LPL Financial and Investment Centers of America. Gleeson provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing various analytic approaches and regular portfolio reviews.

Eric Neumann is a CFP® professional with 33 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has worked with GWM Advisors, LLC dba Fiorio Wealth Advisors since 2018 and has prior experience at LPL Financial and Investment Centers Of America, Inc. Since 1987, he has been co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Cole Nichols is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously was with Ameriprise Financial Services, Inc. from 2014 to 2017. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Benjamin Martinsen is a financial advisor with Edward Jones in Ashland, Wisconsin, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Northern Clearing Inc. for eleven years and managed Barksdale Properties LLC for five years, which sold its last rental asset in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nancy Anderson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered, percentage-based wrap fee structure.

Heather Kalla is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and is based in Ashland, Wisconsin. Kalla’s career has been entirely with Edward Jones, beginning in 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fees, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Robert Ferrara is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1979 before joining LPL Enterprise in 2024. Ferrara serves as a volunteer church elder board member at Salem Church of Ashland. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice typically built around model portfolios and third-party strategists.

Dylan Hudson is a financial advisor at Edward Jones in Ashland, WI, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Choice Title and Northland College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.