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.

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.

Jamie Heise is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management division since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers holistic, goal-based financial plans addressing a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Chantel Rechek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2004. Outside of advisory work, she is fully involved with Provident Financial Consultants, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Tracy Piontkowski is a financial advisor at Cetera with 37 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior roles include positions at Equitable Reserve Association, VOYA Financial Advisors, and Cetera Wealth Services, LLC. She is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kristan Janssen is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Fond Du Lac, Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Robert Hess is a financial professional with Cetera who holds a Series 66 license and has one year of industry experience. He is also involved in tax and accounting services through roles at Vesta CPAs S.C. and HUBERTY & ASSOCIATES S.C., and works as a bartender at Schwarz's Supper Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Brice Terbeest is a CFP® professional with 12 years of experience in the financial services industry. He is currently with OSAIC and was previously with Woodbury Financial Services, Inc. for 10 years. Terbeest serves as President of Ripon Main Street, a nonprofit organization involved in community activities in Ripon, WI. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm employs a variety of advisory platforms and investment tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Pamela Tollefson is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of investment advisory programs and affiliated financial services.

Brenda Rolli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2013, following positions at Woodbury Financial Services and Koch Richard A & Co Inc. Outside of her advisory role, she is involved in conducting financial seminars and offers non-variable insurance services through Provident Financial Consultants, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of over 22,800 advisors.

Cassandra Dorn is a financial advisor with LPL Financial in Oshkosh, WI, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Raymond James Financial and FFN Investment Resources, Inc. Dorn is involved in conducting financial seminars through Provident Financial Consultants. 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, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial services.

Bryan Drager is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Oshkosh, WI. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Taxolutions LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary retirement income advice.

Carter Danke is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Third Coast Advisors and Secura Insurance. Outside of financial services, he was involved with Woodeyes Bar and Grill from 2022 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a large network of investment adviser representatives.

Rebecca Dahlke is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Network Health from 2021 to 2024 and held roles at SSM Health Hospice and Ripon Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Suzanne Udoni is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, and is the owner of Waypoint Financial Solutions, Inc. Udoni serves on the board of ThedaCare Waupaca Medical Center and is involved in several business ventures including insurance sales and tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to construct tailored portfolios.

Greg Lavin is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Securities America. Outside of advising, he owns Onward Financial Network LLC, a support company, and operates an insurance agency through which he sells fixed and group insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs along with specialized municipal and SIMPLE IRA consulting services.

Hunter Auchtung is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles in both financial and non-financial settings, such as Green Lake Sanitary District and Concordia University of Wisconsin. He has also been involved with Missing Links Golf Course and Hawkins Ash CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by a broad operational platform.

Jennifer Flenz is a financial advisor at Edward Jones in Fond Du Lac, WI, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2013. 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.

Robert Bruce is a Series 66-licensed financial advisor with Edward Jones in Fond Du Lac, WI, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Alliance Laundry Systems LLC for nine years. Outside of his advisory role, Bruce serves as a head varsity softball coach for the Ripon Area School District and is a content creator for Facebook Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and fiduciary services supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Jacob Norlander is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at several firms including CUSO Financial Services, Primerica, and Client First Investment Management. Outside of his advisory role, Norlander is an author and involved with Onward Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.