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.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristan Janssen is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2020, following a four-year tenure at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment 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.

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.

Ryan Webster is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 2003. Outside of his advisory work, Webster owns Quarter Lots LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Dana Tisch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones in various capacities since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wayne Freund is a financial advisor with Osaic Wealth, Inc. based in Malone, Wisconsin. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including long-term roles at Fortis Investors, Inc. and Woodmen Financial Resources. Freund also owns an insurance agency selling fixed life, annuity, and health insurance products. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports a range of investment portfolios with both discretionary and non-discretionary management options.

Justin Weber is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Belke Financial Group, where he continues to serve clients. Outside of OSAIC, he is affiliated with Belke Financial Group as a financial advisor and insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a wide range of investment platforms, utilizing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Nick Jensen is a financial advisor at Edward Jones in Oshkosh, WI, holding a Series 63 designation with 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory work, Jensen owns and manages several rental properties, including commercial and residential real estate. 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 solutions supported by a large nationwide network of advisors and branch offices.

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 financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services and Waypoint Financial Solutions, where she remains active as a financial advisor and owner. Udoni serves on the board of directors for ThedaCare Medical Center in Waupaca and is involved in several business ventures including accounting services and insurance sales. OSAIC is a wealth management firm serving a broad mix of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and the use of both discretionary and non-discretionary portfolio management.

Samantha Bratz is a Series 66 licensed financial advisor with Edward Jones in New Holstein, WI, and has seven years of experience at the firm. Prior to Edward Jones, she worked with Best Friends of Neenah-Menasha and Gobbler's Knob. Outside of her advisory role, she is involved in community activities as a middle school volleyball coach and board member for the Stockbridge Booster Club, as well as an influencer with Beneve LLC, promoting health and wellness through social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Karen Weber is a financial advisor at OSAIC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Weber is co-owner of a farmland rental LLC and serves as a member of a church committee overseeing investment proceeds and grant requests. She is also involved in local government as a plan commission member for the Town of Calumet. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering portfolios constructed through various asset-allocation tools and employing a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

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.

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.

Douglas Rohan is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and related entities since 2004. In addition to his advisory role, he is a certified public accountant and notary at Rohan Meier & Morgan LLC, where he provides tax preparation, accounting, and IRS representation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers diversified investment management options, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary programs.

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.

Jeramiah Housworth is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure for its services.