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Christopher V

Series 66

Fond Du Lac, WI

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Robert C

Series 66

Fond Du Lac, WI

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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William R

ChFC®, Series 63

Oshkosh, WI

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David D

Series 63, Series 65

Oshkosh, WI

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric L

Series 66

Winneconne, WI

Edward Jones

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.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jennafer W

Series 66

Fond Du Lac, WI

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cody K

Series 66

Oshkosh, WI

Edward Jones

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.

College savings (529s, UTMA, etc.) Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Shannon J

Series 63, Series 65

Oshkosh, WI

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sean T

CFA®, Series 66

Fond Du Lac, WI

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen Z

Series 63, Series 65

Oshkosh, WI

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ethan D

Series 66

Fond Du Lac, WI

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chad F

Series 63, Series 66

Fond Du Lac, WI

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul B

Series 66

Fond Du Lac, WI

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sean W

Series 65, Series 63

Oshkosh, WI

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael K

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Gerald R

Series 66

Fond Du Lac, WI

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Brady M

Series 66

Fond Du Lac, WI

OSAIC

Brady Madigan is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at Feucht Financial Group, LLC, Rural Mutual Insurance Company, and Compeer Financial. Outside of his advisory role, Madigan is involved in his local community as a JV baseball coach for the Rosendale-Brandon School District. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and provides access to multiple investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristen C

Series 66

Fort Du Lac, WI

Raymond James Financial

Kristen Crass is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at several firms including OSAIC and Onward Financial Network, where she is also involved in a non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jennifer R

CFP®, Series 63

Fond Du Lac, WI

Raymond James Financial

Jennifer Riedeman is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with National Exchange Bank and Trust since 2001. Outside of her advisory work, she serves as the president of the Rosendale-Brandon School Board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cynthia K

Series 66

Oshkosh, WI

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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