Jaime Mueller is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 2 years of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, with a focus on assets held in Ameriprise Managed Accounts, and delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Yaggie is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gregory Dragolovich is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as President of the Ripon Chamber of Commerce, where he helps oversee monthly meetings and supports the executive director. 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 and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Maxwell Huseboe is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience with Pericles Financial. Outside of advising, he works part time at his father's plumbing business and is a full-time student at the University of Wisconsin-Whitewater. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services along with access to multiple third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

Nicole Riley is a financial advisor at Edward Jones in Oshkosh, WI, holding CFP® and Series 66 credentials with seven years of industry experience. She has been with Edward Jones since 2013, including a current tenure starting in 2019. Outside of her advisory role, she serves as the JV1 volleyball coach for New London High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is notable for its extensive network of advisors and branches, as well as its integrated capabilities including trust services, mutual funds, and securities-based lending.

Chantel Rechek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2004. Outside of advisory work, she is fully involved with Provident Financial Consultants, LLC. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Tracy Piontkowski is a financial advisor at Cetera with 37 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior roles include positions at Equitable Reserve Association, VOYA Financial Advisors, and Cetera Wealth Services, LLC. She is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party managers.

Haylee Ahnen is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Her prior work includes roles at BMO Bank, Carter's Inc, and Maurices. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Ralph Schultz is a financial advisor with Edward Jones in Oshkosh, WI. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he worked at Uline for five years and Essity North America, Inc. for seven years. 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, supported by a large national network of financial advisors and branch offices.

Brice Terbeest is a CFP® professional with 12 years of experience in the financial services industry. He is currently with OSAIC and was previously with Woodbury Financial Services, Inc. for 10 years. Terbeest serves as President of Ripon Main Street, a nonprofit organization involved in community activities in Ripon, WI. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm employs a variety of advisory platforms and investment tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brenda Rolli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2013, following positions at Woodbury Financial Services and Koch Richard A & Co Inc. Outside of her advisory role, she is involved in conducting financial seminars and offers non-variable insurance services through Provident Financial Consultants, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of over 22,800 advisors.

Cassandra Dorn is a financial advisor with LPL Financial in Oshkosh, WI, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Raymond James Financial and FFN Investment Resources, Inc. Dorn is involved in conducting financial seminars through Provident Financial Consultants. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial services.

Bryan Drager is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Oshkosh, WI. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Taxolutions LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary retirement income advice.

Jamie Neabling is a financial advisor at Edward Jones in Oshkosh, WI, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he owns rental property in Oshkosh. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Carter Danke is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Third Coast Advisors and Secura Insurance. Outside of financial services, he was involved with Woodeyes Bar and Grill from 2022 to 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Randy Husman is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 49 years of industry experience. He previously worked at Pruco Securities, LLC for 42 years before joining LPL Enterprise in 2024. Outside of advisory work, he is involved in the sales of fixed annuities through the Husman Agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wealth management programs.

Robert Shattuck is a financial advisor with Thrivent Investment Management in Berlin, WI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work history includes positions at Dick's Sporting Goods and involvement with the LaCrosse Lightning Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial planning topics without managing client accounts directly.

Hunter Auchtung is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles in both financial and non-financial settings, such as Green Lake Sanitary District and Concordia University of Wisconsin. He has also been involved with Missing Links Golf Course and Hawkins Ash CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by a broad operational platform.

Catherine Hargrave is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Thrivent since 2014 and concurrently worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option, while maintaining a separation between planning and portfolio management services.

Julie Gurkowski Koehn is a financial advisor with Ameriprise in Green Lake, WI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cetera Investment Advisors LLC and 1st National Bank. She is involved in independent insurance brokering through her business, Tri-County Insurance Solutions, which focuses on educating clients about Medicare options, and serves on the Board of Directors for the Berlin Community Scholarship Corporation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.