Mark Rasner is a financial advisor with Ameriprise who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Rasner is also engaged in authoring a book that he plans to publish and make available for purchase. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Carter Danke is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Third Coast Advisors and Secura Insurance. Outside of financial services, he was involved with Woodeyes Bar and Grill from 2022 to 2023. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wayne Freund is a financial advisor with Osaic Wealth, Inc. based in Malone, Wisconsin. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including long-term roles at Fortis Investors, Inc. and Woodmen Financial Resources. Freund also owns an insurance agency selling fixed life, annuity, and health insurance products. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports a range of investment portfolios with both discretionary and non-discretionary management options.

Nick Jensen is a financial advisor at Edward Jones in Oshkosh, WI, holding a Series 63 designation with 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory work, Jensen owns and manages several rental properties, including commercial and residential real estate. 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.

Randy Husman is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 49 years of industry experience. He previously worked at Pruco Securities, LLC for 42 years before joining LPL Enterprise in 2024. Outside of advisory work, he is involved in the sales of fixed annuities through the Husman Agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wealth management programs.

Isaiah Van Roy is a Series 66 licensed financial advisor with Edward Jones in Neenah, WI, with one year of industry experience. Before joining Edward Jones, he worked at Americold Logistics Inc. as a lift truck operator for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Matthew Trypuc is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Packerland Brokerage Services, Inc. Outside of his advisory role, he owns WT Financial Services, an LLC focused on life, health, and fixed insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Wilke Sr. is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he owns WT Financial, a sole proprietorship focused on life insurance, fixed annuities, funeral trusts, and long-term care services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and managing portfolios that include various asset classes on either a discretionary or non-discretionary basis.

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.

James Heath is a financial advisor with Thrivent Investment Management based in Neenah, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent Investment Management, he was self-employed for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account programs through a consolidated billing service called WealthPlan.

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.

Nicholas Hintz is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent since 2016, including roles at Thrivent Financial and Thrivent Investment Management. Prior to joining Thrivent, he worked at Natural Healthy Concepts for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.