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Holly F

Series 66

Oshkosh, WI

LPL Financial

Holly Fitzgerald is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 17 years of industry experience. Her work history includes roles at Old National Bank, Charles Schwab, and Edward Jones. Outside of her advisory work, she is a member of Sanguineness, LLC, a non-investment-related online business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael F

Series 63, Series 65

Oshkosh, WI

LPL Financial

Michael Frechette is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2012 and concurrently serves Old National Bank, where he functions as a financial and wealth advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and incorporates various operational and research tools to assist account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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