Chad Backes is a financial advisor with OSAIC Institutions, Inc. in New London, WI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, First State Bank, Investment Centers of America, and SII Investments, Inc., with a longstanding involvement at First State Bank since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure with a focus on delegated investment management and diverse client control options.

Patti Hohn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and previously worked for Associated Investment Services, Inc. from 2016 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages about $212.7 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and back-office services.

Corey Grimes is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Van de Hey Financial Services Inc and Principal Life Insurance Company. Outside of his advisory work, he is a member of a hunting club LLC managing 400 acres for deer and turkey hunting. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by those managers.

Amanda Ross is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with multiple firms including Ameritas Investment Company, AEGIS Financial, and Woodbury Financial Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

Tina Grenlie is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Edward Jones, Principal Securities Inc, and Thrivent Financial. Outside of her advisory work, she serves on the audit committee of Trinity Lutheran Church and participates in community activities such as the American Legion Auxiliary and a local ladies golf league. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Jennifer Torgrude is a financial advisor with Principal Financial Services in Neenah, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her previous roles include positions at MassMutual and Thrivent Financial. She serves as Advisory Board President for the Down Syndrome Association of Wisconsin – Fox Cities and provides specialized financial planning for families with loved ones who have disabilities through Synergy Advisory Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third‑party money manager solutions, with investment implementation typically carried out on a discretionary basis by third‑party managers.

Andrew Vandehey is a CFP® with 15 years of industry experience, currently affiliated with Principal Financial Services. He has worked with Principal Securities Inc. since 2016 and operates Vandehey Financial Services Inc. since 2012. Outside of his advisory work, he serves as an assistant track and field coach at Kaukauna High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Travis Winder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Outside of his advisory work, he serves on the stewardship board at Riverview Lutheran Church and School in Appleton, WI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Youa Tangen is a Series 66-licensed advisor with Empower Advisory Group, based in Appleton, WI, and has three years of industry experience. Prior to joining Empower, Youa held positions at Ameriprise, Triad Advisors, and Thrivent Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Kevin Kosgard is a financial advisor at Wealthspire Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealthspire Capital, LLC and Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers wealth management, financial planning, and trust administration services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Scott Scheer is a financial advisor with Eagle Strategies (NY Life) based in Appleton, WI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been associated with Eagle Strategies since 2006 and New York Life since 1994. Outside of his advisory practice, Scheer owns Scheer’s Sugar Shack, a maple syrup production and distribution business, and serves as a board member of the Wisconsin Potato & Vegetable Growers Association. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional clients within the integrated New York Life affiliate structure.

Matthew Klewer is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors and Triad Hybrid Solutions and has been affiliated with the University of Wisconsin/Whitewater since 2000. He also serves as a notary public, providing notarization services to clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a broad range of services, such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Richard Hageman is a CFP® and CFA® with 29 years of experience in the financial services industry. He is currently a financial advisor at Cetera Planning Partners and has worked with affiliated firms including Avantax and ProEquities over his career. Outside of his advisory work, he owns Fifty Cal Arms LLC, a small firearms sales business related to his interest in competitive shooting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, leveraging a diversified investment approach aligned with each client’s objectives and risk tolerance.

Patrick Rusch is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and has held previous roles at Triad Hybrid Solutions, Triad Advisors, Associated Investment Services, Inc., LPL Financial, Associated Bank, and The Vanguard Group. Outside of his advisory work, he volunteers on advisory boards for the University of Wisconsin-Madison’s Personal Finance program and a nonprofit church focused on financial health. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment and financial planning services, delivering advice through multiple program models and utilizing both proprietary and third-party platforms in portfolio management.

Jared Gonnering is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience including a decade with Fox Valley Farm Management Association. He is a co-owner of Farmstead Financial LLC, where he provides tax preparation, accounting services, and financial consulting. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Boehm is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, spanning over a decade at each firm. Outside of his advisory work, he manages non-Guardian insurance products for business that cannot be placed with Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Aaron Bauer is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Mercer Global Advisors Inc. and previously at Winch Advisory Services, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Jordan Vandehey is a financial advisor with Principal Financial Services in Kaukauna, WI, holding a Series 66 designation and six years of industry experience. He has worked with Van De Hey Financial Services since 2019 and has experience at Principal Securities Inc and Principal Life Insurance Company since 2019. Outside of advising, he works as a mathematics tutor. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Michele Lipschultz is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Horace Mann Companies, and Thrivent Financial. Outside of her advisory work, she manages a retail fashion account on Poshmark and serves as treasurer for the Women With Hope Retreat/Campout. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Kenneth Bakula is a ChFC® with 44 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) since 2004. He has also been affiliated with New York Life Insurance Company and Nylife Securities Inc since 2003. Bakula is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.