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.

Carl Helleberg is a financial advisor with RBC Capital Markets in Fond Du Lac, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Kimberly Margelofsky is a financial advisor with OSAIC Wealth Inc. and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including prior roles at LPL Financial, Elite Wealth Planners, and Horicon Bank. Additionally, she is involved in tax preparation and consulting through her work with Feucht Financial Group, L.L.C. OSAIC Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Matthew Moses is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in finance, he was employed at Badger Liquor and General Beverage. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Nicole Danke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. Outside of advising, she has a small involvement in real estate rental. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

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.

John Wilke Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and has also taught English as a second language to South Korean students through Rise Education Korea. He provides ESL instruction online outside of securities trading hours. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms. The firm operates a complex corporate structure involving mergers and private equity ownership.

Kelly Duel is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. Prior to joining Cambridge, Duel has worked at Plexus Corp since 2004 in the electronics manufacturing sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

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.

Nicole Riley is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2013, with a brief period at Valley Pest Control and Pioneer Pub. Outside of her advisory role, she serves as the JV1 volleyball coach at New London High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory and investment options. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

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.

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.