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.

Nicole Riley is a CFP® and Series 66-licensed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2013, with a brief period at Valley Pest Control and Pioneer Pub. Outside of her advisory role, she serves as the JV1 volleyball coach at New London High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory and investment options. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Angela Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors since 2017 and has been affiliated with Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Timothy Fuller is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 23 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2002, along with business activities in sales of investment-related and home service products. Outside of finance, he owns and operates an Airbnb rental in Oshkosh. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and separately managed account options under a tiered wrap-fee structure.

Belinda Dahl is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to her career in finance, she spent over two decades at The Limited. 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 and access to model portfolios and third-party asset managers.

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.

Jesse Fenske is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and investment management services separate.

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.

Kenzi Griffith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Cambridge Investment Research since 2021 and has a background that includes time at Baird and the Wisconsin Athletic Club. Outside of advising, Kenzi is the owner of a yoga studio in Neenah, WI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

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.