Charles Hurtgen is a CFP® certificant with 27 years of experience in the financial services industry. He is currently with OSAIC, joining in 2024, and has prior experience at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. Hurtgen serves as a board member of Midwest Planning Company, a partnership focused on financial advisory services. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and model-based investment strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Cori Raue is a Series 66-registered financial advisor with Fidelity, bringing 20 years of industry experience. Her prior roles include positions at Allspring Funds Management and Ameriprise. She has worked with various Fidelity entities since 2012. Cori is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients.

Ronald Leipzig is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. He serves as a trustee for an irrevocable trust in Franklin, Wisconsin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Patrick Garrity is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at J.W. Cole Advisors and J.W. Cole Financial, as well as having prior experience in the restaurant industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Sam Osborne is a financial advisor with Raymond James & Associates in Waukesha, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Before his financial services career, he competed on the West Florida Golf Tour for seven years. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and model manager options.

Jennifer Spiece is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and B.C. Ziegler and Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by structured discovery processes and firm-approved tools.

Kevin Nemoir is a CFP®-certified financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Annex Wealth Management. Nemoir is also involved with Forward Financial Partners, LLC, an entity associated with his LPL business activities. 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, supported by advanced research tools and a broad network of more than 22,800 advisors.

Adam Obluck is a financial advisor with Raymond James & Associates in Waterford, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously at Wells Fargo Clearing Services. Outside of his advisory role, he has been involved in political activities since 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities with a variety of advisory and consulting services, employing tailored, non-discretionary financial planning supported by firm research and diverse portfolio management styles.

Jeremy Bardon is a financial advisor with Ameriprise in Dousman, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific eligibility criteria, 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 recommendations through a centralized consulting team.

Robert Entwistle Jr. is a Series 66 licensed financial advisor with 10 years of industry experience, currently serving at LPL Financial since 2023. He previously worked at Edward Jones from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Charles Tinder is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1994. 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 investment options supported by a large network of financial advisors and branch offices across the country.

Julia Herman is a ChFC® credentialed financial advisor with 18 years of industry experience. She has been with Edward Jones since 2011 in their Hales Corners, WI office. 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 solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

Gregory Buboltz is a financial advisor with Edward Jones in Waukesha, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Stading is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at BMO Harris Bank, Foreside Financial Services, and various BMO investment entities. 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 financial planning and investment management solutions through a large network of advisors, utilizing a variety of strategies including model portfolios, third-party subadvisors, and customized approaches.

Keith Brofsky is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2012 and was previously with FSC Securities Corporation from 2008 to 2011. Outside of advisory work, he is involved in a website building company and performs research duties related to investment, audit, and treasury functions at Landmark Credit Union. 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 portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Michael Halvey Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Halvey is involved in managing a small business related to office expenses and banking activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Denison Kummrow is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Bernadette Lanser is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Melinda Marohl is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Wells Fargo Funds Distributor, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.