Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Reed Chrysler Dodge Jeep Ram Inc for 18 years. He is also an associate and employee at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.

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.

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.

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.

Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. 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 analyses and written recommendations on various planning topics, while implementation and discretionary trading authority are not included in the service.

Nicholas Schubert is a CFP® and ChFC® professional with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending 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.

Andrew Mehan is a financial advisor with Edward Jones in Beaver Dam, Wisconsin, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on a pharmaceutical advisory panel for Baxter Healthcare Corporation and participates in a local scholarship committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Joshua Schaalma is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Edward Jones and BMO Harris Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory services with access to model portfolios, research, and various program offerings.

Anthony Pochowski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and SII Investments, Inc. Outside of his advisory work, he volunteers as a firefighter in Mayville and serves as secretary on the board of Christian Life Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs through a consolidated billing option.

Michael Baerwald is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages a small storage rental business in Mayville, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive service offerings.

Richard Matravers is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones for 24 years since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Ratajczak is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the College Board and has teaching experience from Wayland Academy, where she also serves as a forensics judge and coach. Additionally, she has taught yoga classes at Elevated Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Matthew Emmer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he co-manages a commercial property through Mina Properties LLC in Beaver Dam, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supporting over 23,000 financial advisors nationwide.

Thomas Harmsen is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Osaic Wealth Inc and previously spent 17 years at Ameriprise Financial Services Inc. He is also involved with Feucht Financial Group, LLC, providing tax planning, preparation, and accounting services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Kevin Reitz is a financial advisor with LPL Financial in Mayville, WI, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at Landmark Credit Union, TIAA, and Lessiter Media. Outside of financial advising, he is involved in music production. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.