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.

Matthew Bush is a financial advisor with Morgan Stanley in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021. Prior to this, he spent time at Deloitte Belgium and Baker Tilly Search and Staffing, as well as periods as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services that utilize structured planning tools and market modeling techniques.

William Packard is a financial advisor at RBC Capital Markets with 21 years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers multiple advisory programs that incorporate tailored investment strategies using both in-house and third-party managers.

Brent Mares is a CFP® with 18 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 12 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he operates an online sales business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and offering a broad range of financial services beyond advisory solutions.

Shane Kanaman is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previous work history with multiple credit unions and a sports-related business. Kanaman is also co-owner of Sunset Adventures Wealth Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Scott Horman is a Series 66-credentialed financial advisor with Edward Jones in Greenville, WI, where he has worked since 2020. He has 11 years of industry experience, including positions at Ahlstrom-Munksjo and operating his own practice. Outside of his financial career, Horman serves as a certified hockey official for USA Hockey and WIAA games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a large national network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Behm is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 17 years and has ownership experience at Behm and Associates, Inc., where she provided financial analysis during divorce proceedings. Susan is also a commissioned notary public in Wisconsin. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and investment advisory services with an emphasis on asset allocation, risk assessment, and the use of multiple advisory platforms.

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.

Leigh Thern is a financial advisor with Morgan Stanley in Appleton, WI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves on the board of directors and as sponsorship chair for the Executive Women's Golf Association. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.