Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Christopher V
Series 66
Fond Du Lac, WI
Edward Jones
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.
Robert C
Series 66
Fond Du Lac, WI
Edward Jones
Robert Cox is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs, managed solutions, and affiliated products, supported by a large network of financial advisors and branch offices nationwide.
William R
ChFC®, Series 63
Oshkosh, WI
Cetera
William Rupnick is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. He also operates an independent insurance agency under the name William Rupnick and Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services delivered through a large network of advisors.
David D
Series 63, Series 65
Oshkosh, WI
Ameriprise
David Detjen is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is an executive coach for Advisor Legacy, providing coaching on business systems and processes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.
Jennafer W
Series 66
Fond Du Lac, WI
Edward Jones
Jennafer Wood is a Series 66-licensed financial advisor with Edward Jones, where she has worked for a total of 10 years between 2016 and the present. She also operates Wood Appraisal Service, a real estate appraisal business. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Matthew H
Series 66
Fond Du Lac, WI
Edward Jones
Matthew Hellmer is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he worked at LPi and Widex and spent 19 years at HearingLife (William Demant). Outside of his advisory role, he assists with NFL camera work for Green Bay Packers home games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services supported by a nationwide network of over 23,000 advisors.
Cody K
Series 66
Oshkosh, WI
Edward Jones
Cody Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he spent eight years at Raymond Management Company. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Steven D
Series 63
Fond Du Lac, WI
Wells Fargo Clearing
Steven Dilling is a financial advisor with Wells Fargo Clearing in Fond Du Lac, WI, holding a Series 63 designation and 27 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.
Sean T
CFA®, Series 66
Fond Du Lac, WI
OSAIC
Sean Twohig is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services Inc and Magnetar Capital. Outside of his advisory role, Twohig serves as Treasurer of the Board of Directors for the St. Gianna Clinic, is Treasurer and a board member of the St. Mary’s Springs Academy Foundation, and is Treasurer and Director for Fond du Lac Area Catholic Parents for Scouting. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.
Shad H
Series 66
Ripon, WI
Edward Jones
Shad Horton is a Series 66-licensed financial advisor with Edward Jones in Ripon, WI, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services under an SEC-registered program, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.
Jack C
Series 63, Series 66
Fond Du Lac, WI
LPL Financial
Jack Cole is a financial advisor with LPL Financial in Fond Du Lac, Wisconsin. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at Craig-Hallum Capital Group and the University of St. Thomas. 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 access to third-party asset management, and supports its advisors with a variety of investment tools and platforms.
Ethan D
Series 66
Fond Du Lac, WI
Cetera
Ethan Diederich is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation. His work history includes roles at Vesta Advisory, LLC and CETERA Financial Specialists LLC, as well as positions in education and health services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.
Gregory S
Series 66
El Dorado, WI
Edward Jones
Gregory Szymanski is a financial advisor at Edward Jones in El Dorado, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Van Horn Automotive Group and SoftwareONE. Outside of finance, he has experience managing an Audio Therapy DJ Service. 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.
Chad F
Series 63, Series 66
Fond Du Lac, WI
OSAIC
Chad Feucht is a financial advisor with OSAIC in Fond Du Lac, WI, holding Series 63 and Series 66 designations and 31 years of industry experience. He previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, Feucht is president and CEO of Feucht Financial Group LLC, which provides tax planning, preparation, and accounting services, and he owns an aircraft sales and leasing business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, and financial planning services with access to multiple advisory platforms and third-party money managers.
Patrick E
Series 66
Fond Du Lac, WI
Edward Jones
Patrick Ellestad is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Paul B
Series 66
Fond Du Lac, WI
OSAIC
Paul Bilitz is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. In addition to his advisory role, Bilitz engages in producing fixed annuities and non-variable insurance products through a separate business. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering a range of integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms, combining proprietary resources with third-party solutions to manage portfolios across various asset classes.
Jeffrey W
Series 66
Fond Du Lac, WI
Edward Jones
Jeffrey Wills is a financial advisor with Edward Jones in Fond Du Lac, Wisconsin. He holds a Series 66 designation and has 12 years of industry experience, all of which he has spent with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael K
Series 63, Series 65
Fond Du Lac, WI
RBC Capital Markets
Michael Korb is a financial advisor with RBC Capital Markets based in Fond Du Lac, Wisconsin, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, Korb serves on the board and executive committee of the Blue Line Family Ice Center and is involved in philanthropic and community organizations such as Second Helpings and the Korb Family Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, supported by a range of advisory programs and integrated capital markets capabilities.
Gerald R
Series 66
Fond Du Lac, WI
J.P. Morgan Securities
Gerald Resop is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including JPMorgan Chase Bank, NA, J.P. Morgan Securities LLC, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.
Patrick B
Series 63, Series 65
Fond Du Lac, WI
LPL Financial
Patrick Broeske is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He has been with LPL Financial since 2002, following two years at Merrill. Broeske also manages Lakeside Wealth Management, LLC, dedicating significant time to this endeavor. 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, supported by technology and a large network of advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide