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.

Shad Horton is a Series 66-licensed financial advisor with Edward Jones in Ripon, WI, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services under an SEC-registered program, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Marcie Kimmes is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent Financial since 2019. Prior to her current role, she was involved with Our Savior's Lutheran Church for 14 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based financial analyses and planning covering topics such as retirement, estate, and tax planning, while keeping planning and managed-account services separate.

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.

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.

Troy Noel is a Series 66-licensed financial advisor with Edward Jones in Neenah, Wisconsin, where he has worked since 2014, totaling 11 years of industry experience. He serves as a board member of the Neenah Boat and Dock Club, a nonprofit organization providing boat slips to the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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.

Jean Groleau is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having worked at Jpmorgan Chase Bank, N.A. since 1986. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.