James Allan is a financial advisor at OSAIC Wealth Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Thrivent Financial. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

William Oswald is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network and Morgan Stanley. He is a 50% owner of Oswald Konz Financial Group, an entity involved in securities business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing research-driven strategies and a broad platform that includes advisory and non-advisory financial activities.

Gregory Hatzinger Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has held roles at Edward Jones since 2020. His prior work includes positions in fitness and aquatics as well as property rentals. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Zambo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. His career includes roles at Raymond James affiliates and Sportradar, as well as earlier positions at Northwestern Mutual. Outside of finance, he is the owner and proprietor of a woodworking business. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, combining analytical tools with advisory programs and offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Logan Ruesch is a financial advisor at Edward Jones in Ft Atkinson, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jeffs Commercial Cleaning, Burtness, Owl, Lavelle, Northwestern Mutual, and Oconomowoc Golf Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Timothy Brockmann is a financial advisor with OSAIC in Fort Atkinson, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. His prior work includes roles at Woodbury Financial Services Inc and Capital Financial Services, Inc. He serves as a deacon at Faith Community Church, where he assists and supports church members. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with discretionary management options and third-party manager selections.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Benjamin Wolfe is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Car Services LLC and Charter NEX Films. 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 financial planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Craig Schnuelle is a CFP® professional with 22 years of industry experience. He currently serves as a financial advisor at OSAIC, joining the firm in 2024 after prior roles at Woodbury Financial Services, Sii Investments, and Ameriprise. Schnuelle holds leadership roles outside of his advisory work, including serving as President of the Palmyra Lions Club and Chair of the Village of Palmyra zoning appeals board. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Allen Dable is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities, JP Morgan Chase Bank, and Thrivent Financial. He is the owner of Highpointe Wealth Management, Inc., an S corporation involved in investment advisory activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and maintaining a complex affiliate network.

Christopher Mallow is a Series 66-registered financial advisor with Thrivent Investment Management, based in Watertown, WI. He has 16 years of industry experience and has been with Thrivent since 2010, including tenure at Thrivent Financial for Lutherans since 2012. 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 planning across a wide range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Christopher Smith is a financial advisor with Edward Jones in Cambridge, WI, holding a Series 63 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and supports its clientele through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brian Konz is a financial advisor with LPL Financial in Watertown, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years and held multiple roles at Morgan Stanley from 2006 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Melody Gressick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her previous roles include positions at Woodbury Financial Services, SII Investments, LPL Financial, BMO Harris Financial Advisors, and M&I Financial Advisors. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools to support customized investment strategies and manages multiple custodial and legacy program arrangements.