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.

Logan Nienhaus is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Consolidated Construction Company. In addition to his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios including various asset classes, managed on discretionary or non-discretionary bases.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Stettler is a financial advisor at Edward Jones in Oshkosh, WI, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he oversees operations at a restaurant and bar through GW Hospitality Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

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 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, holding a Series 66 license and one year of industry experience. His background includes roles in tax and accounting services at Vesta CPAs S.C. and bartending at Schwarz's Supper Club. He also provides financial services through Vesta CPAs, S.C. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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 23 years of industry experience. She holds a Series 66 credential and has previously worked at Woodbury Financial Services and VOYA Financial Advisors. Udoni serves on the board of ThedaCare Waupaca medical center and owns businesses including Waypoint Tax & Accounting Service and a real estate sales agency. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, using asset-allocation tools and automated rebalancing for 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.