Michael Starshak is a financial advisor with J.P. Morgan Securities in Oshkosh, WI, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. Prior to joining J.P. Morgan in 2016, he worked with firms including Jeffrey L. Butler and Great Lakes Advisors. He is also the owner of Wisconsin Hickory Syrup, a producer of hickory-based food products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Wade Paffenroth is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Osaic Wealth, Inc. His prior experience includes roles at LPL Financial, Fox Communities Investment Services, Old National Bank, and MSI Financial Services. He is also an agent with Hesperus Wealth Planning and an affiliated advisor with Tenacity Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools and third-party platforms to construct and manage portfolios.

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 Detjen is a financial advisor with Ameriprise in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its related entities since 2005. In addition to his advisory role, Detjen provides executive coaching services through Advisor Legacy, focusing on business systems and processes for other advisors. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset thresholds. The firm combines research-driven, non-discretionary recommendations with algorithmic automation and a centralized consulting team to deliver tailored income strategies that incorporate tax efficiency and Social Security options.

Jeffrey Garrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with several financial institutions throughout his career, including prior tenures at LPL Financial and Community First Credit Union. Garrett operates in Neenah, WI. 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, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Eric Lang is a financial advisor with Edward Jones in Winneconne, Wisconsin, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Lang serves as a town supervisor for the Town of Winneconne and volunteers as a firefighter with the Winneconne/Poygan Fire Department. 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, investment solutions, and affiliated financial services through a large nationwide network of financial advisors and branch offices.

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.

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.

Stephen Ziblut is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Woodbury Financial Services and has operated Ziblut Insurance, an insurance agency, since 2012. 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 institutional platforms.

Sean Wise is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of his advisory work, he is a part owner of Christianos Pizza, a restaurant and food service business. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by third-party asset managers, supported by custody and trade execution services from Pershing.

James Carriveau is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having five years of industry experience. Prior to his current role at Thrivent since 2020, he served in the Berlin Area School District for five years. Outside of his advisory work, he officiates high school and middle school football games and serves on the boards of the Berlin Area School District and the Berlin Catholic School Endowment. 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 across a broad range of topics, with the option to combine planning with managed-account programs while maintaining separate service components.

Cynthia Kuettner is a financial advisor with LPL Financial in Oshkosh, WI, holding a Series 66 designation and 22 years of industry experience. She previously worked at Associated Investment Services, Inc. for six years before joining LPL Financial in 2012. Kuettner also provides notary services for clients at no charge. 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, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Dawn Makurat is a financial advisor at LPL Financial in Oshkosh, WI, holding the Series 66 designation with six years of experience at LPL and a prior role supporting long-term care for the State of Wisconsin. She is also a commissioned notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors and a range of investment and retirement solutions.

Ryan Gregory is a financial advisor at Edward Jones in Neenah, Wisconsin, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2024, he worked at Nicolet Wealth Management and Private Client Services. Outside of advising, he assists on weekends with epoxy flooring for a family construction business. Edward Jones is a full-service wealth management firm serving 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.