Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Brian Rickert is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Brian also serves as a Unit Field Trainer and insurance agent, recruiting and training insurance agents and assisting clients with life and health insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.

Michael Scott is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP®, ChFC®, and Series 66 designations and having 24 years of industry experience. He has worked at Independence Financial and Penn Mutual Life Insurance Company since 2002. Scott serves as a board member on the National Advisory Council for Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, brokerage capabilities, and investment advice through a platform that includes third-party asset manager relationships and a combination of discretionary and non-discretionary account options.

Robert Maki is a financial advisor with Bankers Life Advisory Services, Inc. in Oshkosh, WI, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2012, including roles in insurance sales and team management. Outside of finance, Maki owns and operates the Oshkosh Karate Club. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting services primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis to guide investment decisions.

Wendy Hansen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Private Wealth Management Group, Thrivent Financial, and Bowman & Company, S.C. DBA AEGIS Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, employing a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Nordmann is a CFP® professional with 13 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Maner Wealth LLC and Securities America Advisors among other firms. Nordmann serves as an adjunct board member for Valley Christian School in Oshkosh, WI. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of the end of 2025.

James Ziebarth is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Ziebarth has worked at Infinex Investments, Inc. since 2011 and at Fox Valley Savings Bank since 1998, where he also serves as a vice president and officer involved in fixed insurance sales and various investment committees. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals—including high-net-worth clients—ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory and financial planning services through a network of investment adviser representatives, combining adviser and broker-dealer functions with access to alternative investments and lending solutions.

Austin Jarrett is a financial advisor with LPL Financial based in Oshkosh, WI, holding a Series 66 designation and having nine years of industry experience. His prior work includes roles at BMO Bank N.A., JP Morgan Chase Bank, Edward Jones, and Monsanto. He has also been involved with Indiana University’s men's club lacrosse teams. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Gary Keesling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience since 2002. He serves as a board member for Painting Pathways Clubhouse, a nonprofit organization supporting adults with mental health concerns. 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 analyses and allows clients to integrate planning with managed-account programs while keeping these services separate.

Grant Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Primerica Advisors since 2015 and has experience running a landscaping business and managing a family restaurant. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and utilizes model-based strategies managed by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Vincent Moore is a financial advisor at Edward Jones with 23 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Edward Jones since 2002. 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, supported by a large nationwide network of financial advisors and branch offices.

Brian Petersen is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2007. In addition to his advisory role, he serves as a Pastoral Transition Coordinator at Converge Great Lakes, a religious organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Tom Rothe is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with firms including Avantax Insurance Agency and Avantax Advisory Services for more than two decades. Outside of his advisory role, he is president of Tom A. Rothe, S.C., a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Benjamin Tompkins is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Woodbury Financial Services Inc. and Regal Investment Advisors, LLC. Tompkins also operates a sole proprietorship focused on life insurance and fixed annuities. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage, advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary management approaches.

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Gary Jepson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,700 advisors and offers a range of wealth management and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Luke Eichstedt is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Hageman is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2018. In addition to his advisory role, he has been involved with Oshkosh Door since 1999. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

David Stone is a Series 66-licensed financial advisor with Edward Jones in Berlin, Wisconsin, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Plexus Corporation for four years. He serves as council secretary for St. Paul's Lutheran Church in Winneconne, Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with 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 and maintains a large national network of financial advisors and branch offices.

Bryan Delwiche is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, and Charles Schwab Bank. He is based in Appleton, Wisconsin. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.