Allen Dable is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including JP Morgan Securities and Thrivent Financial. Allen is also the owner of Highpointe Wealth Management, Inc., an investment-related S corporation. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios that may include a range of securities and alternative investments.

Christopher Mallow is a Series 66-registered financial advisor with Thrivent Investment Management, based in Watertown, WI. He has 16 years of industry experience and has been with Thrivent since 2010, including tenure at Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a wide range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MML Investors Services and MassMutual from 2015 to 2020, and he has been affiliated with Bank Five Nine and LPL Financial since 2020. He is also an agent for fixed and life non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategies and tools.

Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.

Debra Stein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes roles at Grove Point Investments, Grove Point Advisors, H.Beck Inc., and previous tenure at LPL Financial. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at firms including MML Investors Services Inc, MassMutual Life Insurance Company, First Bank Financial Centre, and Bank Five Nine. Outside of his advisory roles, he is involved in non-variable insurance sales. 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 services including financial planning, model portfolio programs, and institutional platforms, combining advisory services with various non-advisory financial activities.

Matthew Peltier is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for the City and County of Denver for five years. Peltier is a member of the School District of Jefferson School Board in Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and a nationwide network of over 23,000 financial advisors.

Gary Thompson is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2004. In addition to his advisory role, he is president of Thompson & Company, S.C., a CPA firm, and serves on the board of the Jefferson Housing Authority. Cetera Investment Advisers LLC provides services through a large network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Melody Gressick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SII Investments, LPL Financial, BMO Harris Financial Advisors, and M&I Financial Advisors. She is based in Watertown, WI. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, by offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm utilizes various asset-allocation tools and third-party services to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Danielle Cull is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2023. She has two years of industry experience and previously worked with the Oconomowoc Area School District. Outside of her advisory role, she volunteers assisting with costume design for middle school musicals. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Richelle Holtzman is a financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously was employed at Parkside Lending and Ricki Six Group LLC. Holtzman holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Patrick Bortz is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Axa Advisors, LLC from 2012 to 2020 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset 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 personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Brett Lange is a Series 66 registered advisor with Robert W. Baird & Co., based in Oconomowoc, WI, where he has worked since 2019. He has six years of industry experience and previously worked at Pierce Manufacturing. Outside of his advisory role, Lange has been a basketball official for the Wisconsin Interscholastic Athletic Association since 2013, officiating at local high school and youth tournaments. The DDK Group at Robert W. Baird & Co. serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, with ongoing manager selection and monitoring supported by internal research and advanced tools.

Taven Sandstrom is a financial advisor at Edward Jones in Oconomowoc, WI, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in healthcare and corporate roles. Outside of financial advising, his background includes positions at Aya Healthcare and multiple medical centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Warnecke is a financial advisor with Edward Jones in Watertown, WI, holding a Series 66 designation. He has prior experience at BMO Bank NA and Menards, as well as a long tenure at Best Buy. Warnecke began his advisory career at Edward Jones in 2026. 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 wide range of advisory services including managed solutions, separately managed accounts, and tax-efficient strategies.

Gene Gorrell is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for seven years. He also owns Lake Country Asset Management, LLC, which provides fee-based and commission-based advisory services including wealth management, retirement planning, and insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party managers to construct and manage portfolios that include a broad array of asset classes.

Nicholas Lenski is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services INC, SII Investments, Inc, and BeneVest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angela Krause Lane is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has been with Robert W. Baird since 2004 and holds Series 63 and Series 66 credentials. She is part of the DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers customized financial planning and portfolio management using a range of strategies and services, including separately managed accounts and tax-management overlays.

John Poirier is a Series 63 registered advisor with Ameriprise Financial Services, bringing 46 years of industry experience. His prior firms include Wells Fargo Clearing and earlier roles within Ameriprise. He serves on the Board of Directors for the Alford H. Hermann Family Foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored, written retirement income plans and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jessica Mathias is a financial advisor with Ameriprise in Oconomowoc, WI, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she is a managing partner of Mathias Properties, LLC, which holds real estate property. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team.