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.

Todd Lowe is a financial advisor with Osaic Wealth, Inc. based in Fond Du Lac, Wisconsin. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at Sagepoint Financial, Mutual Advisors, Valmark Advisers, and Edward Jones. In addition to his advisory work, he is a shareholder in The Vanderbloemen Group and provides insurance services through an individual agent capacity. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to multiple third-party money managers. The firm’s platform combines a variety of investment options and portfolios managed both discretionary and non-discretionary, catering to a wide range of financial planning and retirement consulting needs.

Shelly Squier is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at firms including MML Investors Services Inc and MassMutual from 2007 to 2019, followed by Securities America Advisors and Securities America, Inc until 2024, before joining OSAIC. In addition to her advisory role, she owns and operates an insurance product sales business. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and a range of investment options, supported by multiple advisory platforms and third-party solutions.

Christal Mulder is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2020, following a 15-year tenure at Country Visions Cooperative. Outside of her advisory role, she is the owner of Higher Ground Ranch LLC, a farming and agricultural business in Plymouth, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

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 financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2013. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Angela Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors since 2017 and has been affiliated with Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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.

Timothy Fuller is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 23 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2002, along with business activities in sales of investment-related and home service products. Outside of finance, he owns and operates an Airbnb rental in Oshkosh. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed account options under a tiered wrap-fee structure.

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.

Kenneth Hinrichs is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, Hinrichs serves as president and board member of the Boys and Girls Club of Oshkosh and is involved with the Hooper Community Center Inc., which provides office space for charitable organizations. He also owns Deertrack Aviation LLC, through which he manages recreational use of a private aircraft. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates planning with managed-account options under a consolidated billing structure while maintaining separate services.

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.

Elizabeth Hodson is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Thrivent Financial and other firms. 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 research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.