Grant Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Primerica Advisors since 2015 and has experience running a landscaping business and managing a family restaurant. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and utilizes model-based strategies managed by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Brian Jones is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked with Cetera since 2025 and previously held roles at Wells Fargo Advisors and LVF, LLC dba Ledgevest Financial. Jones serves as president of a longstanding charitable golf tournament in Fond Du Lac, WI, which supports local causes through a donor-advised fund, and holds board positions with the Beacon House Foundation and Fond du Lac Morning Rotary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform that includes affiliated model portfolios, third-party managers, and customized strategies.

Tom Rothe is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with firms including Avantax Insurance Agency and Avantax Advisory Services for more than two decades. Outside of his advisory role, he is president of Tom A. Rothe, S.C., a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Gary Jepson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,700 advisors and offers a range of wealth management and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Luke Eichstedt is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Hageman is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2018. In addition to his advisory role, he has been involved with Oshkosh Door since 1999. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Connor Heck is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Investment Services and PFS Investments. Outside of finance, he is involved with Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor strategies to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Benjamin Baertschy is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2024. Outside of his advisory role, he teaches at the University of Wisconsin-Oshkosh and is a member of the band Brent Bel and the Boyz. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Kelly Taillefer is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Feucht Financial Group, National Planning Corporation, and Friar Tucks - Progressive Investors. Outside of financial advising, she serves as a board member for the School District of Oakfield and works as a tax preparer with Feucht Financial Group. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Erich Beyersdorf is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves as a resident youth pastor at Edgewood Community Church, where he leads programs and outreach for youth and young adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without discretionary trading authority.

Paul Deibele is a Series 66 licensed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Associated Investment Services, Associated Bank, Eagle Strategies, and New York Life Insurance Company. Before entering the financial industry, he worked for the Dane County Sheriff's Office for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Brent Antti is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he serves as Vice Chairperson on the board of directors for the Oshkosh YMCA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Gregory Herlihy is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. He is based in Oshkosh, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various areas such as retirement, tax, and estate planning, offering these recommendations in a service separate from portfolio management.

Jessica Geiszler is a financial advisor at Osaic with 15 years of industry experience. She previously worked at Woodbury Financial Services and Rose Bertram LLC. In addition to her advisory role, she owns Agility Wealth Management LLC and is involved in equine showing and training through Agility Performance Horses. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Carl Helleberg is a financial advisor with RBC Capital Markets in Fond Du Lac, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kimberly Margelofsky is a financial advisor with OSAIC Wealth Inc. and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including prior roles at LPL Financial, Elite Wealth Planners, and Horicon Bank. Additionally, she is involved in tax preparation and consulting through her work with Feucht Financial Group, L.L.C. OSAIC Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Matthew Moses is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in finance, he was employed at Badger Liquor and General Beverage. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Eric Lueptow is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors LLC, Cetera, and Huberty Wealth Management. Outside of financial advising, he is a limited partner in self-storage and commercial real estate ventures but is not involved in their day-to-day operations. 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, and is notable for its large network of advisors and branch offices as well as affiliated investment and lending capabilities.

Daniel Weber is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, having previously worked at Woodbury Financial Services and operating Belke Financial Group since 1999. Outside of his advisory roles, he is involved in several business ventures including co-owning a farming operation and a real estate holding LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial services and employs various asset-allocation tools and advisory platforms to manage portfolios across multiple asset classes.