Kenneth Hinrichs is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, Hinrichs serves as president and board member of the Boys and Girls Club of Oshkosh and is involved with the Hooper Community Center Inc., which provides office space for charitable organizations. He also owns Deertrack Aviation LLC, through which he manages recreational use of a private aircraft. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates planning with managed-account options under a consolidated billing structure while maintaining separate services.

Elizabeth Hodson is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Thrivent Financial and other firms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Grant Stettler is a financial advisor at Edward Jones in Oshkosh, WI, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he oversees operations at a restaurant and bar through GW Hospitality Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Chantel Rechek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2004. Outside of advisory work, she is fully involved with Provident Financial Consultants, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Tracy Piontkowski is a financial advisor at Cetera with 37 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior roles include positions at Equitable Reserve Association, VOYA Financial Advisors, and Cetera Wealth Services, LLC. She is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party managers.

Haylee Ahnen is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Her prior work includes roles at BMO Bank, Carter's Inc, and Maurices. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Rebecca Schuster is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird since 2017, following roles at MPC Advisers, LLC and Girard Securities, Inc. 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 institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Ralph Schultz is a financial advisor with Edward Jones in Oshkosh, WI. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he worked at Uline for five years and Essity North America, Inc. for seven years. 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 programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Darrick Munsch is a financial advisor at Edward Jones in Neenah, WI, holding Series 63 and Series 66 credentials with 22 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Private Client Services, Nicolet National Bank, SII Investments, Inc., and Nicolet Wealth Management, LLC. He serves as a board member of the Evergreen Foundation Inc., which supports community projects for residents of the Evergreen Community in Oshkosh, WI. 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 over $1 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brenda Rolli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2013, following positions at Woodbury Financial Services and Koch Richard A & Co Inc. Outside of her advisory role, she is involved in conducting financial seminars and offers non-variable insurance services through Provident Financial Consultants, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of over 22,800 advisors.

Cassandra Dorn is a financial advisor with LPL Financial in Oshkosh, WI, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Raymond James Financial and FFN Investment Resources, Inc. Dorn is involved in conducting financial seminars through Provident Financial Consultants. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial services.

Bryan Drager is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Oshkosh, WI. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Taxolutions LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary retirement income advice.

Ryan Webster is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 2003. Outside of his advisory work, Webster owns Quarter Lots LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jamie Neabling is a financial advisor at Edward Jones in Oshkosh, WI, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he owns rental property in Oshkosh. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Carter Danke is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Third Coast Advisors and Secura Insurance. Outside of financial services, he was involved with Woodeyes Bar and Grill from 2022 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a large network of investment adviser representatives.

Nick Jensen is a financial advisor at Edward Jones in Oshkosh, WI, holding a Series 63 designation with 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory work, Jensen owns and manages several rental properties, including commercial and residential real estate. 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 solutions supported by a large nationwide network of advisors and branch offices.

Randy Husman is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 49 years of industry experience. He previously worked at Pruco Securities, LLC for 42 years before joining LPL Enterprise in 2024. Outside of advisory work, he is involved in the sales of fixed annuities through the Husman Agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wealth management programs.

Matthew Trypuc is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Packerland Brokerage Services, Inc. Outside of his advisory role, he owns WT Financial Services, an LLC focused on life, health, and fixed insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Wilke Sr. is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he owns WT Financial, a sole proprietorship focused on life insurance, fixed annuities, funeral trusts, and long-term care services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and managing portfolios that include various asset classes on either a discretionary or non-discretionary basis.

Robert Shattuck is a financial advisor with Thrivent Investment Management in Berlin, WI, holding Series 66 and Series 63 designations and having three years of industry experience. His prior roles include positions at Dick's Sporting Goods, Dominos Pizza, and LaCrosse Lightning Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and recommendations across a broad range of financial topics without portfolio management or discretionary trading authority.