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.

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 at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including BMO Harris Financial Advisors and M&I Trust Company. She is based in Oshkosh, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of over 22,800 advisors.

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.

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 with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 financial advisors, $15.5 billion in assets under management, and utilizes model-delivery strategies created by unaffiliated asset managers.

Eric Gurholt is a CFP® professional with 18 years of experience at Cetera. He has held ownership and leadership roles in several related entities, including Vesta Advisory and Strategic Investments, Inc. Outside of his advisory work, Gurholt serves as treasurer for the Cops for Kids Foundation and holds board positions with the SouthHills Golf & Country Club and Moraine Park Technical College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients.

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 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.

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.

Wade Paffenroth is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Osaic Wealth, Inc. His prior experience includes roles at LPL Financial, Fox Communities Investment Services, Old National Bank, and MSI Financial Services. He is also an agent with Hesperus Wealth Planning and an affiliated advisor with Tenacity Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools and third-party platforms to construct and manage portfolios.

Christopher Vitton is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at American Family Insurance for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory 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 more than 23,700 financial advisors.