Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.

Elle Hietpas is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and two years of industry experience. She has worked at KerberRose since 2021 and previously held positions in healthcare and education sectors. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, partnerships, and other entities, offering investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and uses a variety of investment vehicles and third-party managers, combining advisory services with affiliated accounting and retirement plan administration firms.

Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and experience beginning in 2022. Prior to entering the financial industry, he served in the United States Army for six years. He is also a board member and treasurer of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other legal entities with investment management, financial planning, and related advisory services. The firm’s investment process utilizes asset-allocation models based on modern portfolio theory and incorporates a range of investment vehicles and third-party managers.

Julie Lefevre is a financial advisor at KerberRose Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various legal entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Michael Rudolf is a financial advisor at KerberRose Wealth Management, LLC in Appleton, WI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., LPL Financial LLC, and SII Investments. Rudolf serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management provides investment management, financial planning, tax and estate planning, and institutional retirement advisory services to individuals, trusts, retirement plans, and various entities. The firm’s investment approach incorporates asset-allocation models based on modern portfolio theory, utilizing a range of securities and third-party managers, and offers integrated services through affiliations with accounting and retirement plan administration firms.

Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.

Connor Rosin is an Associate Wealth Advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and APW Inc. Outside of his advisory role, he has experience in painting and woodworking through his prior businesses, Rosin's Painting and Rosin Woodwork Corporation. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Scott Schewe is a CFP® with 19 years of industry experience, currently serving as an advisor at KerberRose Wealth Management, LLC since 2019. He previously worked at APW Capital, Inc. and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Schewe is a board member of the Appleton Education Foundation, a nonprofit focused on grant funding for educational costs outside the regular school district budget. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated tax, accounting, insurance, and retirement plan administration services through affiliated entities.

Emily Schiltz is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Associated Investment Services, Inc., where she has worked since 2024. Prior to this, she held roles at Nicolet Wealth Management and Private Client Services. Outside of advisory work, she has experience in media and hospitality, including a position at Scripps Media/NBC26 and managing The Black Sheep Pub & Grill. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and affiliated asset management, delivering advisory services mainly on a non-discretionary basis supported by its affiliations with Associated Banc-Corp and related entities.

Matthew Woller is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2001. Outside of his advisory work, he is an owner of Sugar Shack Hunt Club, LLC, a venture involving the purchase of vacant hunting land. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Seth Kohel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in hospitality and small business operations, including roles at Pier B Hotel and Resort and Stoked Firewood. He holds a Series 66 designation. 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 nationwide network of financial advisors and branch offices.

Brian Maciejewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His career includes roles at BMO Harris Bank, Associated Investment Services, Ameriprise Financial Services, CUSO Financial Services, and Community First Credit Union. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse delivery options supported by an in-house research team and a large network of investment adviser representatives.

Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.

Peter Fannin is a Financial Advisor with Thrivent Investment Management in Clintonville, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2002. Fannin serves as Vice President of the Marion Lions Club and will become President in June 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various topics and allows clients to combine planning with managed accounts under a consolidated billing arrangement while keeping these services distinct.

Jonathan Aumann is a financial advisor with Edward Jones based in Shawano, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the managing member of a commercial property LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services, supported by a nationwide network of more than 23,000 advisors.

Ronald Scanlan is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at BMO Harris Financial Advisors, BMO HARRIS Bank, and M & I Trust. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Zias Panzer is a financial advisor with Edward Jones in Shawano, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Panzer held short-term roles in various positions including at Plae Bistro and The Launching Pad, where he worked in restaurant service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets and supported by a large network of financial advisors and branch offices across the United States.

Sandra Carroll is a financial advisor with Edward Jones in Shawano, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2025, she worked at Premier Community Bank and LPL Financial, and spent five years with Thrivent Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Mandy Kriesel is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Hoffmaster Group, Inc. from 2014 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory strategies and affiliated investment products.

Joshua Hull is a financial advisor with Thrivent Investment Management based in Shawano, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining Thrivent, he worked for KBX Logistics for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Joseph Miesbauer is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2000. Outside of his advisory work, he serves as a member of the Shawano Parking Commission, vice president of the Shawano Optimists Board of Directors, and secretary of the St. James Lutheran Church Board of Trustees. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dalton Parson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked with Thrivent Financial and related entities since 2019 and has prior experience in various roles including positions at West Virginia University and UW Oshkosh. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Scott Parson is a financial advisor with Thrivent Investment Management in Shawano, WI, holding a Series 66 credential and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner of oceanfront vacation rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning across various financial topics, delivered as either one-time or ongoing engagements, without portfolio management for institutional clients.

Charlene Larsen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. She also holds roles at Premier Community Bank. Larsen is a licensed notary and holds insurance agent licenses for life, health, disability, long-term care, and fixed annuities. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Stang is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and works out of Shawano, WI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

David Passehl is a financial advisor with Thrivent Investment Management in Shawano, WI, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of the Shawano Ski Sharks, a nonprofit water ski show team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority.

Randy Panzer is a Series 66-registered financial advisor with Edward Jones in Shawano, WI, where he has worked since 2007, accumulating 18 years of industry experience. In addition to his advisory role, he provides water sport instruction through Efoiln LLC and serves as a member of the Finance Committee at Sacred Heart Catholic Church in Shawano. He also owns the Edward Jones office building where he operates and manages maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm supports over 23,700 financial advisors across more than 15,000 branch offices and manages approximately $1.01 trillion in assets.

Blake Mellin is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he held positions in various industries including banking, sports retail, and truck leasing. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Angela Du Quaine is a Series 66-licensed financial advisor with Edward Jones in Shawano, WI, where she has worked since 2019. She has a total of six years in the industry, including 12 years at Capital Credit Union (formerly Pioneer Credit Union) prior to joining Edward Jones. 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, 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.