Bryce Kelley

Cory Gresham is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Woodbury Financial Services, J.P. Morgan Securities, and Huntington National Bank. Outside of advisory work, he owns a business operating under a Federal Firearms License and is involved in tax preparation and accounting through FINSTRAT TAX LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Travis Holt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2002 and serves as Chairman, President, and CEO of Citizens State Bank of Loyal, where he has been employed since 2009. Holt also holds board positions including a role on the State of Wisconsin Banking Review Board. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, 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.

Juli McNeely is a CFP® professional with 29 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services Inc and SII Investments, along with operating her own firm, McNeely Financial Services, for over 30 years. She is a past president of the National Association of Insurance and Financial Advisors and is active as an author, speaker, and coach through her consulting LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering a broad range of investment products and advisory services through a large network of financial advisors.

Melanie Kunze is a CFP® with three years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior roles include positions at Woodbury Financial, Inc. and McNeely Financial. Outside of advisory work, she is involved in marketing for Clarity by Design LLC and facilitates an educational course called Financial Foundations aimed at young adults. She also works seasonally as a bartender at Smazal's Hunters Choice and officiates high school volleyball games. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a broad range of advisory services and investment options, supported by a network of over 6,200 advisors.

Rebecca Gonzalez is a Certified Financial Planner® with 21 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Woodbury Financial Services, SII Investments, and McNeely Financial Services. Gonzalez serves on a subcommittee for the Leadership In Life Institute at the National Association of Insurance and Financial Advisors and is involved in facilitating educational workshops for business clients and assisting small business owners with strategic planning through her partnership in Clarity By Design, LLC. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and nonprofits. The firm utilizes a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, offering access to various investment products and custodial platforms across its extensive network of financial advisors.

Nathan Heeg is a financial advisor with Thrivent Investment Management in Stratford, WI, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heeg serves as the head varsity track and field coach for Stratford High School and holds board positions with local athletic support organizations, including the Stratford Runners Club and the Stratford Quarterback Club. He is also an elder board member at The Mill Church in Stratford. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics such as retirement, tax, and estate planning. The firm offers a consolidated billing option called WealthPlan that combines planning with managed-account services, with planning delivered through a network of financial advisors without discretionary trading authority.