Douglas Rohan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and also serves as a certified public accountant and notary through his own firm, Rohan Meier & Morgan LLC, where he provides tax preparation, accounting, and limited power of attorney services for tax matters. Cetera is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Robert Bruce is a Series 66-licensed financial advisor with Edward Jones in Fond Du Lac, WI, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Alliance Laundry Systems LLC for nine years. Outside of his advisory role, Bruce serves as a head varsity softball coach for the Ripon Area School District and is a content creator for Facebook Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and fiduciary services supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Jacob Norlander is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at several firms including CUSO Financial Services, Primerica, and Client First Investment Management. Outside of his advisory role, Norlander is an author and involved with Onward Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeramiah Housworth is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure for its services.

Anna Carlson is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Sargento and Premier Financial Credit Union. Carlson 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 wide range of advisory and investment solutions, supported by 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 with LPL Financial in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Horicon Bank Wealth Management and Jackson Kahl Insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

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.

Barbara Frosch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company since 2005. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from various sources.

Chad Muehlbauer is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services Inc. and National Planning Corporation. In addition to his advisory role, he is involved with Feucht Financial Group, LLC, where he provides tax preparation, accounting, insurance, and investment services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

Nick Zanders is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Carl Treager Elementary PSC and is involved in business ownership through MDR Enterprises LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gretchen Krupp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Thrivent Financial and Kimberly Clark. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers both one-time and ongoing planning engagements covering a broad range of financial topics.

Nicholas Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions at Colleton River Club, Port Royal Golf and Racquet Club, and Dick's Sporting Goods. He also operated a sole proprietorship from 2019 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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.

Ronald Schabel is a financial advisor at Primerica Advisors with 40 years of industry experience. He has been with Primerica Advisors since 1986 and with Primerica Financial Services since 1985. He holds the Series 65 and Series 63 licenses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors.

Eric Gurholt is a CFP® certificant with 17 years of industry experience, currently serving at Cetera. His prior roles include positions at Springline Advisory Holdings, Strategic Investments, Inc., and Huberty & Associates S.C., among others. Outside of advising, he is involved in nonprofit work as the treasurer of the Cops for Kids Foundation and serves on the boards of Moraine Park Technical College Foundation and SouthHills Golf & Country Club. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services delivered through multiple program platforms and manager options.

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.

Anna Kottke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 25 years of industry experience. She has worked at LPL Financial and Horicon Bank, and is also the owner of Howard Johnson Flooring, LLC. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

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.