Max Charles Weber

Cory Gresham is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and nine years of industry experience. His career includes roles at Woodbury Financial Services, J.P. Morgan Securities, Huntington National Bank, and Wells Fargo Investments. Outside of advising, he owns a federal firearms license business based in Stratford, Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Juli McNeely is a CFP® with 30 years of experience in the financial industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and SII Investments. McNeely is the author and speaker behind Juli McNeely Consulting LLC and has served as past president of the National Association of Insurance Financial Advisors. She also participates on the AssetMark Field Advisory Board and volunteers on committees for the Million Dollar Round Table. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive adviser network. The firm employs a variety of investment platforms and third-party manager solutions, offering both discretionary and non-discretionary portfolio management with integrated brokerage and advisory services.

Bryce Kelley is a financial advisor with Thrivent Investment Management in Colby, Wisconsin, holding a Series 66 credential and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Kelley serves as a basketball official and baseball umpire for the Wisconsin Interscholastic Athletic Association and participates as a board member and president of a nonprofit child care and early education center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Melanie Kunze is a CFP® professional with four years of industry experience, currently serving as an advisor at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial, McNeely Financial, and Marathon School District. Outside of financial advising, she is involved with Smazal's Hunters Choice and co-owns Clarity by Design LLC, a business focused on marketing organizational products and value acceleration services for small businesses. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm utilizes firm-provided tools for portfolio construction and supports multiple advisory platforms, including third-party managed account solutions.

Rebecca Gonzalez is a Certified Financial Planner® with over 22 years of experience in financial advisory services. She is currently with OSAIC and has held prior roles at Financial Clarity by Design, 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 (NAIFA), where she helps assess course curriculum and supports professional development initiatives. OSAIC is a firm that serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. Its advisers utilize advanced asset-allocation tools and offer integrated brokerage, investment advisory services, and access to third-party money managers across multiple advisory platforms.

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.