Hunter Auchtung is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles in both financial and non-financial settings, such as Green Lake Sanitary District and Concordia University of Wisconsin. He has also been involved with Missing Links Golf Course and Hawkins Ash CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by a broad operational platform.

Catherine Hargrave is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Thrivent since 2014 and concurrently worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option, while maintaining a separation between planning and portfolio management services.

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.

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.

Randal Gross is a financial advisor at Osaic with 19 years of industry experience and holds the Series 66 designation. He previously worked for Woodbury Financial Services, Inc. for 14 years and has been involved with RJ Gross Ltd since 1992. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and offers integrated brokerage and advisory services with a range of investment options and third-party solutions.

Holly Fitzgerald is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 17 years of industry experience. Her work history includes roles at Old National Bank, Charles Schwab, and Edward Jones. Outside of her advisory work, she is a member of Sanguineness, LLC, a non-investment-related online business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Kimball is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Kimball has also operated a S-corporation, Kimball Asset Management, Inc., which was established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Sophia Artus is a financial advisor at Ameriprise in Oshkosh, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2020, she worked at O.E.C. Graphics and Duluth Trading Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Jacob Merk is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2015. He holds the Series 66 designation and operates out of Oshkosh, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 tools and a broad network of over 22,800 advisors.

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 held prior roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company. 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 portfolio programs, third-party asset management, and institutional 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.

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.

Thomas Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he is involved with Raymond Management Company, Inc., a hotel development and management business in Middleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alice Pichler is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert Baird & Co. from 2007 to 2009. Outside of advising, she is a notary public. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with a combination of discretionary and non-discretionary strategies supported by research tools.

John Schorse is a financial advisor at Osaic with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 15 years. Schorse serves as a board member of the Evergreen Foundation, a senior living retirement community in Oshkosh, WI. Osaic Wealth, Inc. 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 investment advisory services, utilizing various asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Joseph Mann is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Wilke is a Series 66 licensed financial advisor at OSAIC with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for seven years and operates a separate health and life insurance and fixed annuities business through WT Financial. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Amy Vetrone is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at First National Bank of Berlin. Outside of her advisory role, she serves as Treasurer for the St John Lutheran School PTL and is President of the Professional Women's Connection of Ripon/Green Lake. Amy is also a consultant for Tastefully Simple. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to create personalized recommendation reports.

Michael Frechette is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2012 and concurrently serves Old National Bank, where he functions as a financial and wealth advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and incorporates various operational and research tools to assist account management.