Timothy Chase is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Woodbury Financial Services. Outside of his advisory role, he serves as president of two LLCs, including Chase Financial Services, which offers life, health, disability, long-term care insurance, fixed annuities, and tax preparation services. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services along with various portfolio management tools and third-party solutions.

Dylan Ruby is a Series 66-licensed financial advisor with six years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Woodbury Financial Services, Feucht Financial Group, and other firms. In addition to his advisory work, Dylan offers tax preparation services through Ruby Wealth Management LLC during tax season. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

Brian Koch is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He worked at Ameriprise for 15 years before joining LPL Financial in 2014. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

Jason Kramar is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Thrivent Financial. In addition to advisory services, he owns Dock Financial Solutions, offering tax preparation and fixed insurance products such as life, health, and disability insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Sheilah Vandenhouten is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her financial career, she was an independent Mary Kay beauty consultant from 2011 to 2019, a role she continues on a limited basis servicing prior clients. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option while maintaining a separation between these offerings.

Steven Merline is a financial advisor with Edward Jones in Manitowoc, WI, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Denmark State Bank and LPL Financial, each spanning seven years. Merline has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Timothy Lukasek is a financial advisor with Thrivent Investment Management in Manitowoc, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management continuously since 2004. Outside of his advisory role, he serves as Admissions Chair on the Board of Control for Manitowoc Lutheran High School and is an elder on the church council at St. John Lutheran Church. He also officiates youth and middle school basketball games through the Wisconsin Interscholastic Athletic Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm delivers holistic, goal-based analyses and integrates planning with managed-account programs through a consolidated billing option called WealthPlan, while maintaining separate planning and management services.

Michael Schug is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera since 2021 and previously was with VOYA Financial Advisors. Schug is also involved in community leadership through his role as vice president and president of the Sunrise Lake Neighborhood Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various third-party managers and investment strategies.

Jason Muench is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. He has held roles at UnitedOne Credit Union since 2005 and at Cuna Brokerage Services, Inc. from 2005 to 2022. Outside of his advisory work, he serves as a part-time church organist for Immanuel Lutheran Church. 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 and model portfolio programs, supported by a large network of investment adviser representatives and various technology tools.

Allan Hibbard is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services and operated Hibbard Financial since 2002. Outside of advisory work, he is involved with Hibbard & Ruby Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment platforms.

Nathan Barnes is a Series 66-licensed financial advisor with Edward Jones in Manitowoc, WI, with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the City of Manitowoc for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Andrew Ziolkowski is a financial advisor with Edward Jones in Manitowoc, Wisconsin, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Ziolkowski Chiropractic Clinic and Cardinal Stritch University. Outside of his advisory role, he serves as an assistant coach for the Manitowoc Lincoln High School Track and Field and Cross Country teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm is known for its extensive network of financial advisors and branch offices, offering services that include discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Seth Jones is a financial advisor with Edward Jones in Manitowoc, WI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked with The First Tee of Northeast Wisconsin and the University of Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Julie Woelfel is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. She previously worked at Woodbury Financial Services and SII Investments, Inc., and is also involved with Belke Financial Group as a financial advisor and tax consultant. Outside of finance, she manages bookkeeping operations for a family-owned dairy farm. 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 integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.