Eric Blankenfeld is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Thrivent Financial for Lutherans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a range of management options, model portfolios, and technology-driven solutions.

James Brueggeman is a financial advisor at OSAIC with six years of industry experience. He previously worked at Securities America Advisors and Jewelers Mutual Insurance Group. Outside of his advisory role, he owns and manages a small portfolio of rental properties. 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 advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with options for discretionary and non-discretionary management.

Gabriel Koch is a financial advisor with Edward Jones in Kaukauna, WI, holding Series 66 and Series 63 designations and over 22 years of industry experience. He has been with Edward Jones since 2005. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jacob Vande Voort is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He previously worked at Financial Planning & Information Services, Inc. for 15 years before joining OSAIC Wealth Inc. He is based in Combined Locks, Wisconsin. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Spielvogel is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cambridge Investment Research and Linked Living Homes, as well as service with the Wisconsin Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tricia Oltmann is a financial advisor at Edward Jones in Kaukauna, WI, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Anne Nowak is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Investment Management for ten years. Outside of her advisory role, she serves as Director of Operations for Pinnacle Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lukas Hubers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Evexia Wealth from 2016 to 2020 before joining LPL Financial and briefly worked with Securities America in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Timothy Blattner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at MetLife Securities Inc. for nine years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and diverse investment strategies.

Jason Berry is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and serves clients from Kimberly, WI. Berry participates in the Kimberly Area School District OPEB Investment Committee and is involved in community volunteer work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Dominic Reinerio is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, National Planning Corp, and SII Investments. He is a board member of the DePere Chamber of Commerce, where he assists with financial reporting and tax preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct diversified portfolios tailored to client needs.

Anthony Schad is a financial advisor with Edward Jones in Kimberly, WI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an investor in an internet-based subscriber business called Relationship DNA, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across more than 15,000 branch offices nationwide.

Gretchen Krupp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Thrivent Financial and Kimberly Clark. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers both one-time and ongoing planning engagements covering a broad range of financial topics.

Todd Cherry is a financial advisor with LPL Financial in Kaukauna, Wisconsin, holding a Series 63 designation and 26 years of industry experience. His prior work includes roles at Securities America Advisors, SSN Advisory, and Sii Investments. Outside of his advisory work, he is involved in tax preparation and accounting through Valley Tax Solutions and has a part-time role in non-variable insurance with ECA Marketing Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Jennifer Busch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at CUSO Financial Services and Community First Credit Union. She also serves as a notary for Capital Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory services, utilizing model portfolios, third-party research, and various management programs.

Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Ryan Hale is a financial advisor with Edward Jones in Brillion, WI, holding Series 63 and Series 65 licenses. He has 21 years of industry experience, including 12 years with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Nicholas Roth is a financial advisor with Ameriprise in Denmark, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2013. Roth also owns and manages Roth Financial Group LLC, his own advisory business. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, emphasizing the use of Ameriprise-managed accounts.

Anthony Varga is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 11 years of experience in helping investors manage, grow, and preserve their wealth through personalized financial planning strategies. Anthony focuses on understanding clients' individual goals and priorities to develop tailored plans that reflect their unique financial situations. His areas of expertise include employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Anthony earned his Bachelor's Degree from the University of Wisconsin Oshkosh. Outside of his professional role, he enjoys bowling, football, music, photography, reading, spending time with his family, and watching movies. He is also a dedicated father and an Air Force veteran with service in both Iraq and Afghanistan.