Larry Poch is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2006. Outside of his advisory role, he serves as a board member of the Fond du Lac Concert Association, a nonprofit organization presenting a variety of musical performances to the Fond du Lac community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Daniel Weninger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved as a softball umpire with the Fond Du Lac Recreation Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from various sources.

Jeremy Feucht is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and National Planning Corporation. He is also president and CEO of Feucht Financial Group, LLC, where he oversees tax planning, preparation, and accounting services. Additionally, he owns Tally 1 LLC, an aircraft sales and leasing business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers portfolios with a range of investment options managed on both discretionary and non-discretionary bases.

Kathleen Tavs is a Series 66 credentialed financial advisor with Edward Jones, based in Fond Du Lac, WI. She has been with Edward Jones since 2016, totaling nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Peter Quehl is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Investments and Woodbury Financial Services. He is involved with Waypoint Financial Solutions, providing financial advisory services, and also engages in insurance sales through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios that include a variety of securities, with both discretionary and non-discretionary account management options.

Joseph Stroede is a CFP®-designated financial advisor with Ameriprise in Fond Du Lac, WI, with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Nelson is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services and Thrivent Investment Management. Nelson also serves as Client Services Manager at Waypoint Financial Solutions, assisting clients with trades and transactions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and access to multiple investment platforms.

Shawn Longley is a CFP® professional with 26 years of experience in the financial industry. He is currently with Cetera and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of several local foundations and booster clubs and is involved in buying and selling sports cards as a personal interest. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes proprietary model portfolios, third-party managers, and customized strategies.

Logan Demaa is a financial advisor with Thrivent Investment Management in Fond Du Lac, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he held various roles including positions at Verve Credit Union and multiple automotive and retail companies. Outside of his advisory work, Demaa serves as a golf coach at Waupun Area High School and is a board member for The Arc of Fond Du Lac and REACH Waupun, organizations focused on intellectual and developmental disabilities and youth mentorship, respectively. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Pamela Gruber is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Horicon Wealth Management and Horicon Bank. She is affiliated with Elite Wealth Planners, LLC in connection with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management, leveraging both proprietary and third-party research.

Margaret Moses is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she is involved with 12b1 Investments LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Jamie Heise is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management division since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial plans addressing a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Adam Vande Slunt is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, he is involved as a color commentator for high school sports broadcasts and has investments in a television series adaptation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Kristan Janssen is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Fond Du Lac, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Robert Hess is a financial professional with Cetera who holds a Series 66 license and has one year of industry experience. He is also involved in tax and accounting services through roles at Vesta CPAs S.C. and HUBERTY & ASSOCIATES S.C., and works as a bartender at Schwarz's Supper Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Pamela Tollefson is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of investment advisory programs and affiliated financial services.

Wayne Freund is a financial advisor with Osaic Wealth, Inc. based in Malone, Wisconsin. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including long-term roles at Fortis Investors, Inc. and Woodmen Financial Resources. Freund also owns an insurance agency selling fixed life, annuity, and health insurance products. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports a range of investment portfolios with both discretionary and non-discretionary management options.

Rebecca Dahlke is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Network Health from 2021 to 2024 and held roles at SSM Health Hospice and Ripon Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Suzanne Udoni is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, and is the owner of Waypoint Financial Solutions, Inc. Udoni serves on the board of ThedaCare Waupaca Medical Center and is involved in several business ventures including insurance sales and tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to construct tailored portfolios.

Greg Lavin is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Securities America. Outside of advising, he owns Onward Financial Network LLC, a support company, and operates an insurance agency through which he sells fixed and group insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs along with specialized municipal and SIMPLE IRA consulting services.