Dustin Meisel is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial LLC and U.S. Bank. He also has a decade of involvement with Mr. Brew Taphaus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Chad Muehlbauer is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services Inc. and National Planning Corporation. In addition to his advisory role, he is involved with Feucht Financial Group, LLC, where he provides tax preparation, accounting, insurance, and investment services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Matthew Stroede is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns a consulting business called Lapdog Imagination. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Eric Gurholt is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Cetera and has held various roles in related firms and businesses since 2008. Outside of his advisory work, he serves as treasurer for the Cops for Kids Foundation, a nonprofit providing scholarships and supplies to children in need, and holds board positions at SouthHills Golf & Country Club and the Moraine Park Technical College Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, administering over $256 billion in assets through more than 10,000 advisors.

Jeff Nielsen is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, he is involved with Feucht Financial Group LLC, where he also provides tax preparation, accounting, and insurance services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.

Brian Hannan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elliott Nielsen is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has been associated with Feucht Financial Group LLC since 2017 in addition to his current role. Outside of advisory activities, he is involved in tax preparation and consulting through Feucht Financial Group LLC. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, with a notable corporate structure resulting from mergers and private-equity ownership.

Logan Kinyon is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, National Planning Corporation, and maintains a role as a tax professional with Feucht Financial Group, specializing in tax planning and preparation. Additionally, he serves as the treasurer of the Rosendale-Brandon School Board. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various investment types, with both discretionary and non-discretionary account management options.

Rebecca Davison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at David Geschke Financial/LPL Financial LLC. Outside the financial sector, she has experience with Amazon Vine and US Cellular. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Killingsworth is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He worked at Wells Fargo Advisors LLC for 12 years before joining Raymond James in 2020. Killingsworth is a board member and finance committee member of the YMCA of Dodge County, where he participates in endowment fund oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

David Geschke is a ChFC® and holds a Series 66 license, with 20 years of industry experience. He is currently with Edward Jones in Beaver Dam, WI, where he has worked for a total of 17 years across two engagements. Prior to his current role, he operated Geschke Financial and was affiliated with LPL and Cornerstone for four years. Outside of advising, he is a self-employed musician and an author and speaker. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Sean Twohig is a financial advisor at OSAIC with CFA® and Series 66 credentials and four years of industry experience. He previously worked at Magnetar Capital and Legacy Private Trust. Outside of his advisory role, he serves as Treasurer on the Board of Directors for St. Gianna Clinic, Treasurer for the St. Mary’s Springs Academy Foundation, and Treasurer and Director for Fond du Lac Area Catholic Parents for Scouting, in addition to providing tax preparation services through Feucht Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and platforms.

Joshua Griep is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Cetera, Riviera Private Wealth Services, and TIAA. Outside of his advisory work, he is the owner of Riviera Private Wealth Services LLC, an entity associated with investment properties in Calabasas, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Patrick Clark is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary management tailored to plan objectives and demographics.

Amy Pollesch is a financial advisor at Edward Jones with one year of industry experience. She held prior roles at Edward Jones beginning in 2018, with earlier business experience including ownership of Just B Still LLC and work at Stone's Throw Soap. She previously marketed Melaleuca Inc products from 2010 to 2011 and continues to purchase them. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Vessey is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Advisors and spent over two decades with the Beaver Dam School District. He is also an owner and financial advisor at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice to client goals, and supports advisory programs through a large network of affiliated advisors.

Ethan Diederich is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His background includes roles in education at the University of Wisconsin Oshkosh and Moraine Park Technical College, as well as experience in accounting and health rehabilitation through his work with Vesta and Harbor Haven Health and Rehabilitation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary investment approaches.

Chad Feucht is a financial advisor with OSAIC in Fond Du Lac, WI, holding Series 63 and Series 66 designations and 31 years of industry experience. He previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, Feucht is president and CEO of Feucht Financial Group LLC, which provides tax planning, preparation, and accounting services, and he owns an aircraft sales and leasing business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, and financial planning services with access to multiple advisory platforms and third-party money managers.

Jonathan Leonard is a financial advisor with Thrivent Investment Management in Waupun, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages a real estate LLC that owns office space with tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive financial planning across various topics without portfolio management or discretionary trading authority.

Monica Mc Gauley is a CFP® certificant and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked at Moraine Park Technical College for ten years. 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 managed solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.