Charles Grugel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at SagePoint Financial Advisors, OSAIC, and Ohio National. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Jeffrey Knusalla is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at SagePoint Financial Advisors and Ohio National Financial Services. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

William Zoromski is a financial advisor with LPL Financial in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors and Ohio National Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and platforms supported by research and technology tools.

Kevin Snow is a financial advisor with LPL Financial in Wausau, WI, holding CFP® designation and over 37 years of industry experience. His prior work includes roles at Sagepoint Financial Advisors, Ohio National Life Insurance, and Third Street Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jason Hohenstein is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and over 30 years of industry experience. His prior roles include positions at Sagepoint Financial Advisors, ON Investment Management, and Equity Design Advisors. He is also involved with Alpha Dog Advisor, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.