Todd Schamberger is a financial advisor with Ameriprise in Neenah, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive asset management, supported by algorithmic tools and a centralized consulting team.

Nicholas Bauer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held positions at Colleton River Club, Port Royal Golf and Racquet Club, and Dick's Sporting Goods. He also operated a sole proprietorship from 2019 to 2023. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Kloeckner is a financial advisor with Edward Jones in Oshkosh, WI, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he is involved with Raymond Management Company, Inc., a hotel development and management business in Middleton, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Alice Pichler is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert Baird & Co. from 2007 to 2009. Outside of advising, she is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with a combination of discretionary and non-discretionary strategies supported by research tools.

John Schorse is a financial advisor at Osaic with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 15 years. Schorse serves as a board member of the Evergreen Foundation, a senior living retirement community in Oshkosh, WI. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Brent Robinson is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Thrivent Investment Management, where he has worked since 2019, and previously held roles at Northwestern Mutual Wealth Management Company and several other firms. Robinson serves as a general board member of Shepherd of the Valley Lutheran School, participating in governance and decision-making for the institution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account programs while maintaining separation between the two services.

Ronald Schabel is a financial advisor at Primerica Advisors with 40 years of industry experience. He has been with Primerica Advisors since 1986 and with Primerica Financial Services since 1985. He holds the Series 65 and Series 63 licenses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors.

Chad Hopfensperger is a financial advisor at Edward Jones in Neenah, WI, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joseph Mann is a financial advisor with Ameriprise in Oshkosh, WI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Wilke is a Series 66 licensed financial advisor at OSAIC with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for seven years and operates a separate health and life insurance and fixed annuities business through WT Financial. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cody Evers is a financial advisor with Raymond James & Associates in Menasha, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Associated Investment Services, and Prudential entities. Raymond James & Associates is a large firm serving a broad client base including individuals, institutional, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

Matthew Griffith is a CFP® professional with two years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at New York Life and BASSETTI Americas. Outside of financial advising, he is employed by Yoga3 LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party investment strategies.

Amy Vetrone is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2019 and previously spent five years at First National Bank of Berlin. Outside of her advisory role, she serves as Treasurer for the St John Lutheran School PTL and is President of the Professional Women's Connection of Ripon/Green Lake. Amy is also a consultant for Tastefully Simple. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to create personalized recommendation reports.

Michael Frechette is a financial advisor with LPL Financial in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2012 and concurrently serves Old National Bank, where he functions as a financial and wealth advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and incorporates various operational and research tools to assist account management.

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.

Ryan Morgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

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.