Anna Carlson 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 since 2019. Prior to joining Edward Jones, she held roles at Sargento and Premier Financial Credit Union. Outside of her advisory work, she serves on the finance committee of the Fond du Lac Area Women’s Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Troy Keesling is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member for Jake’s Diapers, a cloth diaper ministry providing diapers to individuals in extreme poverty both domestically and internationally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm emphasizes written recommendations without discretionary trading authority and allows clients to combine planning with managed-account services under separate billing arrangements.

Patricia Heider is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 and three years of industry experience. Her prior work history includes roles at Horicon Bank Wealth Management and Jackson Kahl Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced research tools.

Sophia Artus is a financial advisor at Ameriprise in Oshkosh, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2020, she worked at O.E.C. Graphics and Duluth Trading Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 tailored retirement income recommendations through a centralized consulting team.

Jacob Merk is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2015. He holds the Series 66 designation and operates out of Oshkosh, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Thomas Harmsen is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Osaic Wealth Inc and previously spent 17 years at Ameriprise Financial Services Inc. He is also involved with Feucht Financial Group, LLC, providing tax planning, preparation, and accounting services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Chad Muehlbauer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for seven years and at National Planning Corporation for 15 years. Outside his advisory role, he is involved with Feucht Financial Group, LLC, where he performs tax preparation, accounting, insurance, and investment-related services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms.

Thomas Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he is involved with Raymond Management Company, Inc., a hotel development and management business in Middleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Matthew Stroede is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns a consulting business called Lapdog Imagination. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Alice Pichler is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert Baird & Co. from 2007 to 2009. Outside of advising, she is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with a combination of discretionary and non-discretionary strategies supported by research tools.

Hannah Muraski is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She previously worked at Marine Credit Union for four years before joining Edward Jones, where she has been employed since 2018. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Eric Gurholt is a CFP® with 17 years of experience, currently serving at Cetera. His career includes roles at Huberty Holdings LLC, Vesta Advisory LLC, and Strategic Investments, Inc. He is also involved in tax and accounting services and holds board positions at local nonprofit organizations, including Cops for Kids Foundation and Moraine Park Technical College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services across various program structures.

Jeff Nielsen is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, he is involved with Feucht Financial Group LLC, where he also provides tax preparation, accounting, and insurance services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.

Joseph Mann is a Series 66-credentialed financial advisor at Ameriprise in Oshkosh, WI, with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anna Kottke is a financial advisor with LPL Financial in Fond Du Lac, WI, holding CFP®, Series 63, and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at Horicon Bank and BMO Harris Financial Advisors. Outside of financial advising, she is the owner of Howard Johnson Flooring, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with a range of financial and credit services.

Elliott Nielsen is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has been associated with Feucht Financial Group LLC since 2017 in addition to his current role. Outside of advisory activities, he is involved in tax preparation and consulting through Feucht Financial Group LLC. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, with a notable corporate structure resulting from mergers and private-equity ownership.

Amy Vetrone is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at First National Bank of Berlin. Outside of her advisory role, she serves as Treasurer for the St John Lutheran School PTL and is President of the Professional Women's Connection of Ripon/Green Lake. Amy is also a consultant for Tastefully Simple. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to create personalized recommendation reports.

Mark Dilling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at Silica for Your Home and OTCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Logan Kinyon is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, National Planning Corporation, and maintains a role as a tax professional with Feucht Financial Group, specializing in tax planning and preparation. Additionally, he serves as the treasurer of the Rosendale-Brandon School Board. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various investment types, with both discretionary and non-discretionary account management options.

Michael Starshak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and previously held roles at firms including Jeffrey L. Butler and Great Lakes Advisors. Outside of his advisory work, he owns Wisconsin Hickory Syrup, a producer of hickory-based food products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.