Roland Moll is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with OSAIC since 2024 and previously held roles at Securities America Advisors, CETERA Advisor Networks LLC, and Richards Benefits & Financial Services, where he has been involved since 1982. Outside of advisory roles, he is engaged in life insurance sales through Richards Benefits & Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and multiple third-party platforms, with a platform structure shaped by mergers and significant private-equity ownership.

Brady Madigan is a financial advisor at OSAIC with a Series 66 designation and over four years of experience in the financial services industry, including roles at Feucht Financial Group and Rural Mutual Insurance Company. Outside of finance, he coaches junior varsity baseball for the Rosendale-Brandon School District and works as a tax professional with Feucht Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors. The firm employs various asset allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Claire Tienor is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has held various roles prior to her current position, including work at Walgreens and Cor-Tech, LLC. Tienor was also involved with the Fond du Lac Dock Spiders in 2021. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, using a combination of internal research, third-party data, and algorithmic tools.

Austin Armga is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience and previously worked at Agnesian Healthcare. Outside of his advisory role, he has been involved with the Wisconsin Interscholastic Athletic Association since 2015, serving as an official for high school athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and specialized services such as tax-efficient portfolio management.

Adelio Ikonomi is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Beaver Dam, WI. He has two years of experience in the industry, including roles at Thrivent Financial and Accelerated Logistics. Prior to his financial career, he held various positions including work at Sabrosa Cafe and Gallery and College Works Painting. 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 financial analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

William Stroede is a financial advisor with Ameriprise in Winneconne, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Stroede coaches junior varsity basketball. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-driven income and tax strategies alongside a broad range of advisory, brokerage, and insurance solutions.

Katie Kohn is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked for Armor Animal Health for 17 years. Outside of her advisory role, she owns and operates Lace Nook LLC, a home decor retail and e-commerce business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.