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 financial advisor at Osaic Wealth, Inc. with 17 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at LPL Financial and Fox Communities Investment Services. In addition to his advisory role, he is affiliated with Tenacity Advisory Group and serves as an agent for Hesperus Wealth Planning, focusing on non-variable life insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes and supports multiple advisory platforms and legacy program transitions.

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 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.

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 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.

Shannon Johnson is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Ameriprise and its affiliates since 2006. She is based in Oshkosh, Wisconsin. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized retirement-income consulting team.

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 Twohig is a financial advisor at OSAIC with CFA® and Series 66 credentials and four years of industry experience. He previously worked at Magnetar Capital and Legacy Private Trust. Outside of his advisory role, he serves as Treasurer on the Board of Directors for St. Gianna Clinic, Treasurer for the St. Mary’s Springs Academy Foundation, and Treasurer and Director for Fond du Lac Area Catholic Parents for Scouting, in addition to providing tax preparation services through Feucht Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and platforms.

Jack Cole is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Craig-Hallum Capital Group and has a background that includes experience at the University of St. Thomas and Cole Oil & Propane. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Ethan Diederich is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His background includes roles in education at the University of Wisconsin Oshkosh and Moraine Park Technical College, as well as experience in accounting and health rehabilitation through his work with Vesta and Harbor Haven Health and Rehabilitation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary investment approaches.

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 Ellestad is a financial advisor at Edward Jones in Fond Du Lac, WI, holding a Series 66 designation with 10 years of industry experience. He 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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 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.

Sean Wise is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of financial advising, he is a part owner of Christianos Pizza, a restaurant business in Wisconsin. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

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 Resop is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Patrick Broeske is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. Broeske is also involved in managing Lakeside Wealth Management, LLC, where he allocates approximately half of his professional time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.