Scott Klaas is a Series 66-licensed financial advisor with First Command Advisory Services, based in Lone Rock, WI, and has two years of industry experience. Prior to his current role, he served in the United States Army from 2012 to 2020 and owns Saint Wendelin's Croft, where he manages livestock operations. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans and periodic reviews.

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked concurrently at Commonwealth, WCCU Investment Consultants, and Mellem Fish House, and has been an independent consultant for Norwex. Outside of her advisory work, she is involved in personal care and cleaning product sales and has experience in the hospitality industry. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs, operations, technology, and compliance support. The firm offers discretionary portfolio management, third-party asset manager access, and distinct program structures tailored to advisors’ client needs.

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 30 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 1995 and currently operates Prosper Financial Strategies, LLC. Outside of his advisory role, Luckey serves on the board of the Richland Hospital Foundation and is involved in local youth sports as a referee and officer for the Richland Area Rotary Youth Soccer organization. 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 through third-party managers and model portfolios, supported by a large network of investment adviser representatives.

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. 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. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Darrah Tomas is a financial advisor with Ameriprise, holding a Series 66 credential and 22 years of industry experience. Prior to joining Ameriprise in 2021, Darrah worked at STIFEL and B.C. Ziegler and Company. Outside of financial advising, Darrah is involved in automotive restoration through bookkeeping and parts ordering at Cuda's Speed Shop in Spring Green, WI. Ameriprise serves clients approaching or in retirement with a retirement-income planning service that combines research, modeling, tax analysis, and algorithmic automation to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Justin Stanek is a financial advisor with Edward Jones in Spring Green, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages farmland in Spring Green and coaches a local basketball team. He is also a silent investor in a restaurant in Plain, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Robert Rynes is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at The Peoples Community Bank and LPL Financial since 2015. Rynes also sells Medicare supplemental insurance through Jack Schroeder and Associates. 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 various investment delivery options supported by an in-house research team and combines advisory services with insurance and credit products.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Shelly Stibbe is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of advising, Stibbe is involved in dairy farming through Junction View Dairy LLC and serves on the board of Schmitt Woodland Hills, including its finance committee, as well as participating in local community organizations such as Richland Rejuvenates and the Richland Center High School Athletic Booster Club. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate tax-efficient withdrawal strategies and Social Security options. The firm combines research and algorithmic tools to deliver personalized advice and offers a broad range of advisory, brokerage, and insurance products through its institutional platform.

Jeremy Simplot is a financial advisor with LPL Financial in Highland, Wisconsin, holding a Series 63 designation and over 23 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, Simplot serves as President and CEO of Highland State Bank and is a member of its Board of Directors. 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.

Michael Cosgrove is a financial advisor with Ameriprise in Richland Center, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is a licensed auctioneer conducting several auctions annually and serves on multiple nonprofit boards, including as treasurer of the Richland County Performing Arts Council. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Fruit is a financial advisor with Ameriprise in Reedsburg, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves individuals approaching or in retirement and integrates advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric Mindham is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at ICA Group Wealth Management, LLC, Trust Point, Inc., and Investment Centers of America, Inc. Outside of his advisory role, Mindham serves as a cross country coach for the Richland School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, 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.

Kathleen Bedward is a Series 66 licensed financial advisor with Edward Jones in Richland Center, Wisconsin, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Riverdale Basketball Club in Muscoda, Wisconsin, helping organize the basketball program and related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Evan Wontor is a financial advisor with XYPN Invest, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise Financial Services, Inc. and has been self-employed since 2019. Outside of advising, he is involved in residential roofing through his ownership of Residential Roofing of Southwest Wisconsin LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management along with financial planning and sponsored TAMP services.