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.

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.

Lisa Churas Werner is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Neenah, WI. She has 22 years of industry experience and has been with Cambridge Investment Advisors Inc. and Cambridge Investment Research Inc. since 2013. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies via multiple platform arrangements and both proprietary and third-party models.

Jeremy Bardon is a CFP® professional affiliated with LPL Financial, bringing 28 years of industry experience. He has held roles at LPL Financial since 2008, with a period at Northwestern Mutual Investment Services and BMO Harris Financial Advisors, where he continues to be involved. 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, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a variety of portfolio and asset allocation strategies.

Kasey Sipiorski is a Financial Consultant currently working at Fidelity Investments. In this role, Kasey partners with clients to develop personalized financial plans focused on retirement, emphasizing tax-efficient investment strategies to help clients build, protect, and enjoy their wealth with confidence. Kasey has extensive experience in the financial services industry, having served in various capacities including Investment Consultant and High Net Worth Associate at Fidelity Investments, as well as Financial Advisor roles at OneWisconsin Financial Group, Vision Financial, and Thrivent Financial. This experience underpins Kasey's approach to co-creating adaptable financial plans tailored to client needs. Kasey holds an AR Insurance License. Outside of professional responsibilities, Kasey has interests in art, golf, kayaking, motorcycles, music, and writing.

Brent Antti is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of advising, he serves as Vice Chairperson on the board of directors for the Oshkosh YMCA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Gregory Herlihy is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. He is based in Oshkosh, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various areas such as retirement, tax, and estate planning, offering these recommendations in a service separate from portfolio management.

Jaime Mueller is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 2 years of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, with a focus on assets held in Ameriprise Managed Accounts, and delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Yaggie is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing 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, non-discretionary advice through a centralized consulting team.

Shane Zillmer is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to Edward Jones, he worked at Logistic PM LLC for one year. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Danke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. Outside of advising, she has a small involvement in real estate rental. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Shelly Squier is a Series 66 licensed financial advisor with 23 years of industry experience. She has worked at firms including MML Investors Services Inc and MassMutual from 2007 to 2019, followed by Securities America Advisors and Securities America, Inc until 2024, before joining OSAIC. In addition to her advisory role, she owns and operates an insurance product sales business. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and a range of investment options, supported by multiple advisory platforms and third-party solutions.

John Wilke Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and has also taught English as a second language to South Korean students through Rise Education Korea. He provides ESL instruction online outside of securities trading hours. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms. The firm operates a complex corporate structure involving mergers and private equity ownership.

Kelly Duel is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. Prior to joining Cambridge, Duel has worked at Plexus Corp since 2004 in the electronics manufacturing sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.