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.

Melody Gressick is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Gressick has also served as a registered sales assistant at Schroeder Financial Services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

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 at Edward Jones in Waterloo, WI, holding a Series 66 designation. He has a total of eight years of industry experience, with prior roles at BMO Bank NA and Menards. Before entering the financial sector, he worked at Best Buy for 13 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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 at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services, SII Investments, Inc, and BeneVest. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

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 financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Poirier serves on the board of the Alford H. Hermann Family Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation with oversight to support its advisory process.

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.

Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. 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 combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

William Neubauer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Securities America Inc., Securities America Advisors, and Cetera Advisor Networks LLC. Neubauer is also a senior partner at Highpointe Wealth Management, Inc., where he is involved in the sale of life and long-term care insurance and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisors. The firm utilizes a variety of asset-allocation tools and third-party platforms to deliver portfolio management, financial planning, and retirement consulting services.

Kristen Metcalf is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Oconomowoc, WI, where she has worked since 1999, accumulating 21 years of industry experience. She is involved in the leadership and planning of the Children's Ministry at Thirst4Jesus Church. Kristen is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers, and provides a range of traditional and non-traditional investment strategies.

Elise Petty is a financial advisor at Ameriprise with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Schreiber Financial Services - Raymond James for eight years. Outside of her advisory role, she is employed as a waitress at Johnny's Pizza in Oconomowoc, WI. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through detailed recommendation reports and ongoing advice. The firm’s approach combines investment research, algorithmic tools, and a distinctive selection process that includes managed account assets and affiliated product options.

Briana Smith is a financial advisor with LPL Financial in Watertown, WI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Northwestern Mutual and Holwerda Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

William Furlow is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2021. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Funds Distributor, LLC. The DDK Group, part of Baird’s Private Wealth Management department, serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services through various separately managed account programs, employing an investment approach that combines manager-traded and model-traded strategies with ongoing manager selection, tax management, and direct indexing.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with OSAIC since 2024 and previously worked at Woodbury Financial Services Inc and Sii Investments. Schroeder is the owner of Schroeder Financial Services, LLC, and serves as an instructor of personal finance at Madison Area Technical College. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm provides integrated brokerage and advisory services utilizing various investment platforms, with a focus on asset allocation, risk management, and access to third-party money managers.