Scott Soulek is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and SII Investments. Soulek has also been a registered representative for KAS Investment Services Inc., an S corporation involved in advisory and retirement planning services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers a range of investment and financial planning services utilizing various asset allocation tools and third-party solutions.

Russell Winkler is a Series 66–licensed financial advisor at Edward Jones with 12 years of industry experience. He has been 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 offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Peter Zobro is a financial advisor with Edward Jones in Hobart, WI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Great Lakes Orthopedics for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mason Hoffman is a Series 66 credentialed financial advisor with Edward Jones in Pulaski, WI, with two years of industry experience. His prior work experience includes roles in education with several school districts and operational roles at Culligan Water. Outside of his advisory role, he has worked in water delivery services with Culligan Water. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Matthew Heling is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He has roles as a volleyball official for the School District of Bonduel and as a referee for Wolf River Lutheran High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Kate Van Krey is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she held positions at Treehouse Foods, Simon Property Group, and BDO USA, LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Candice Baumler is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2001. Outside of advising, she is involved in local business ventures including co-ownership of a restaurant and bar in Green Bay, Wisconsin, and serves as an assistant volleyball coach for a youth club. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver tailored, research-driven retirement income recommendations.

Rc Froistad is a CFP®-designated financial advisor with 28 years of industry experience, currently with Cetera since 2007. Prior to that, he has been involved with Cetera Financial Specialists LLC and owns Froistad & Associates, Inc., a tax, accounting, and payroll business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.