Holly Fitzgerald is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 17 years of industry experience. Her work history includes roles at Old National Bank, Charles Schwab, and Edward Jones. Outside of her advisory work, she is a member of Sanguineness, LLC, a non-investment-related online business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Kimball is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Kimball has also operated a S-corporation, Kimball Asset Management, Inc., which was established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Sophia Artus is a financial advisor at Ameriprise in Oshkosh, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2020, she worked at O.E.C. Graphics and Duluth Trading Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching 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 retirement income recommendations through a centralized consulting team.

Jacob Merk is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2015. He holds the Series 66 designation and operates out of Oshkosh, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 technology tools and a broad network of over 22,800 advisors.

Thomas Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he is involved with Raymond Management Company, Inc., a hotel development and management business in Middleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alice Pichler is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert Baird & Co. from 2007 to 2009. Outside of advising, she is a notary public. 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 services including financial planning, model portfolio programs, and institutional platforms, with a combination of discretionary and non-discretionary strategies supported by research tools.

Joseph Mann is a Series 66-credentialed financial advisor at Ameriprise in Oshkosh, WI, with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It 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.

Amy Vetrone is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at First National Bank of Berlin. Outside of her advisory role, she serves as Treasurer for the St John Lutheran School PTL and is President of the Professional Women's Connection of Ripon/Green Lake. Amy is also a consultant for Tastefully Simple. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to create personalized recommendation reports.

Michael Frechette is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2012 and concurrently serves Old National Bank, where he functions as a financial and wealth advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and incorporates various operational and research tools to assist account management.

Michael Starshak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and previously held roles at firms including Jeffrey L. Butler and Great Lakes Advisors. Outside of his advisory work, he owns Wisconsin Hickory Syrup, a producer of hickory-based food products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

William Rupnick is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. He also operates an independent insurance agency under the name William Rupnick and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services delivered through a large network of advisors.

David Detjen is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is an executive coach for Advisor Legacy, providing coaching on business systems and processes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Cody Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he spent eight years at Raymond Management Company. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Ziblut is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Woodbury Financial Services and has operated Ziblut Insurance, an insurance agency, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Shad Horton is a Series 66-licensed financial advisor with Edward Jones in Ripon, WI, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services under an SEC-registered program, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Carriveau is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having five years of industry experience. Prior to his current role at Thrivent since 2020, he served in the Berlin Area School District for five years. Outside of his advisory work, he officiates high school and middle school football games and serves on the boards of the Berlin Area School District and the Berlin Catholic School Endowment. 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 planning across a broad range of topics, with the option to combine planning with managed-account programs while maintaining separate service components.

Cynthia Kuettner is a financial advisor with LPL Financial in Oshkosh, WI, holding a Series 66 designation and 22 years of industry experience. She previously worked at Associated Investment Services, Inc. for six years before joining LPL Financial in 2012. Kuettner also provides notary services for clients at no charge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Dawn Makurat is a financial advisor at LPL Financial in Oshkosh, WI, holding the Series 66 designation with six years of experience at LPL and a prior role supporting long-term care for the State of Wisconsin. She is also a commissioned notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors and a range of investment and retirement solutions.