Timothy Brockmann is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for five years and Capital Financial Services, Inc. for fourteen years. He serves as a deacon at Faith Community Church in Fort Atkinson, Wisconsin. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment products.

Ralph Lassa III is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has previously worked at PremierBank, Thrivent Financial, and City National Bank. In addition to his advisory role, he serves as a wealth advisor for PremierBank's wealth management and trust department, providing holistic financial and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Bruce Waller is a financial advisor with Edward Jones in Ft Atkinson, WI, holding a Series 63 designation and 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he is the sole member of Waller Holdings LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Michael Ehlers is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at MK Cellular Inc for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Mark Gustin is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where he has worked since 2010. He has 17 years of industry experience. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, with strategies spanning traditional and non-traditional allocations.

Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. 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 various topics without discretionary portfolio management or institutional services.

Craig Schnuelle is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services Inc. and SII Investments. Outside of his advisory work, Schnuelle is involved in local community leadership as President of the Palmyra Lions Club and Chair of the Village of Palmyra zoning appeals board, and he volunteers at regional track meets. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing advanced asset-allocation tools and portfolio management strategies across a variety of investment types.

Jeremy Wenzlow is a CFP® professional with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Bank Five Nine, First Bank Financial Centre, MML Investors Services LLC, and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Adam Bickel is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Gustave A. Larson Inc and Dave Jones Inc. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Erin Nowakowski Lubarsky is a financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, holding a Series 63 designation and 25 years of industry experience. She has been with Robert W. Baird & Co. since 1999. Outside of her advisory role, she is involved in youth soccer coaching and community activities through the Polonia Youth Soccer Club and the Wisconsin Youth Soccer Association. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, and institutional clients. The group offers customized financial planning, portfolio management, and a variety of investment strategies tailored to client goals and risk tolerances.

Nolan Cohen is a CFP® professional with eight years of industry experience. He is currently affiliated with LPL Financial and Landmark Credit Union in Oconomowoc, WI. His prior experience includes roles at Northwestern Mutual and Bubs Brewing Company. Outside of his advisory work, he is involved in selling sports cards on a small scale. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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.

Julie Nachtigal is a financial advisor with Edward Jones in Fort Atkinson, WI, holding a Series 66 credential and nine years of industry experience. She has been with Edward Jones since 2016 and also operates Nachtigall Business Consulting LLC, which she founded in 2015. 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 strategies and maintains a large network of financial advisors and branch offices nationwide, with assets under management totaling approximately $1.01 trillion.

Joshua Peterson is a Series 66-licensed financial advisor with Edward Jones, based in Whitewater, WI. He has four years of industry experience, including prior roles at myPro Realty and Lannon Stone Realty. Outside of finance, he has been involved with Brooklife Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of advisors and branches.

Micah Schroeder is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His prior work includes roles at Bank Five Nine, MML Investors Services, and MassMutual. He is also an agent for fixed insurance products and life insurance through GBU Financial Life and Crump. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources, and supports both discretionary and non-discretionary management strategies.

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 at LPL Financial with 40 years of industry experience. Her prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H.Beck Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Timothy Schlosser is a financial advisor with LPL Financial in Oconomowoc, WI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Bank Five Nine, First Bank Financial Centre, MML Investors Services Inc, and MassMutual Life Insurance Company. He is also a licensed agent for fixed life insurance with GBU Financial Life. 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 advisers. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors.

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.