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 in Fond Du Lac, WI, holding a Series 63 designation and 32 years of industry experience. He worked at Wells Fargo Clearing for five years before joining LPL Financial in 2013. Outside of advising, Weninger serves as a softball umpire for the Fond Du Lac Recreation Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with a range of investment options and operational tools.

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.

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.

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 with LPL Financial in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Elite Wealth Planners, LLC and Horicon Wealth Management, and previously held roles at Horicon Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by technology tools, while also maintaining a broad platform of non-advisory financial products.

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.

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.

Logan Nienhaus is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Consolidated Construction Company. In addition to his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios including various asset classes, managed on discretionary or non-discretionary bases.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Stettler is a financial advisor at Edward Jones in Oshkosh, WI, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he oversees operations at a restaurant and bar through GW Hospitality Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.