Matthew Henry Radintz

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

Benjamin Ebert is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Heartland Retirement Group and Bankers Life Securities. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel living abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Ebert is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Financial Advisors, LLC, Ganther & Associates, LLC, and Special Needs Planning LLC. His outside business activities include selling fixed life, disability, long-term care, health, and group benefits insurance, as well as funeral trust insurance for estate planning purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jonathan Kroening is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Kroening serves as a grants committee member for the Community Foundation of Dunn County. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with a focus on asset allocation and risk management supported by multiple advisory platforms.

John Orourke is a financial advisor at LPL Financial with 42 years of industry experience. He has been with LPL Financial since 1987 and holds the Series 63 designation. Based in Hammond, WI, he has a long tenure at the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Cimino is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has a long-standing role with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a large network of advisers, employing various asset-allocation tools and multiple advisory platforms.