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 at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial services since 2024, alongside previous roles in technology, laundry systems, and education. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a focus on model-based investment strategies managed by third-party asset managers.

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 with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His background includes roles at OSAIC, PFS Investments Inc., Northwestern Mutual Investment Services, and Edward Jones. Outside of finance, he is involved in Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice, supporting its clients primarily through advisory programs and other implementation options.

Benjamin Baertschy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent 16 years with Edward Jones. Outside of his advisory work, he is involved as a part-time employee at the University of Wisconsin-Oshkosh and performs with a band called Brent Bel and the Boyz. 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 financial planning and investment services delivered through a large network of investment adviser representatives using various portfolio strategies and technology tools.

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 financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work history includes roles at Associated Investment Services, Associated Bank, Eagle Strategies, New York Life Insurance Company, and a five-year tenure at the Dane County Sheriff's Office. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

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 licenses and bringing 37 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

James Taylor is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2025, he worked at Wells Fargo Advisors for two years. Outside of his advisory role, Taylor serves on several local boards, including as Sergeant at Arms for Morning Rotary, a board member of the Fondy Food Pantry, and an advisory committee member for Moraine Park Technical College’s finance program. He also coaches track and field at St. Marys Springs Academy. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers access to multiple investment managers and customized strategies across various program platforms and custodial relationships.

Connor Mueller is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has previously worked at Woodbury Financial Services and Feucht Financial Group, where he also serves as a financial advisor and tax professional. Mueller's activities include preparing tax returns and meeting with clients in addition to investment-related duties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.