Julie Osladil is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Packerland Brokerage Services since 2006. Outside of her advisory role, she works as an independent insurance agent, selling long-term care, disability, health, and life insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various fee-based and brokerage platforms. The firm combines individualized financial planning with discretionary and non-discretionary account management and supports multiple investment strategies and third-party manager oversight.

James Gresens is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding a Series 63 designation and 29 years of industry experience. He has been with Packerland Brokerage Services since 2004. Outside of his financial advisory role, he serves as the treasurer for the Lakeshore Estates East Pond Owner Association, a non-compensated position involving financial record-keeping and dues collection. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and routinely monitors third-party managers, providing both brokerage and advisory services through dual SEC and FINRA registration.

Mark Brown is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Packerland Brokerage Services and National Mutual Benefit. In addition to his advisory work, he has served as an independent insurance agent offering life insurance, long-term care insurance, and fixed indexed annuities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s administrative platforms, focusing on long-term portfolio returns, rebalancing, and savings rates through point-in-time financial plans and optional managed account solutions.

Samantha Fitzgerald is a financial advisor at Creative Planning with 11 years of industry experience. She holds a Series 65 designation and has previously worked at Wipfli Financial Advisor, LLC and Hewins Financial Advisors, LLC. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Bradley Ruh is a financial advisor with Eagle Strategies (New York Life) based in New Holstein, WI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2010 and operates under the DBA Action Financial Strategies, LLC, where he is a partner. Outside of his advisory work, Ruh serves as a volunteer board member for St. Mark Ministries, providing general guidance to the local church. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers a range of advisory services such as financial planning, investment management, and retirement-plan consulting, with an emphasis on tailoring recommendations to client and plan sponsor objectives.

Krista Halbach is a financial advisor with Eagle Strategies (NY Life) in New Holstein, WI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been associated with Eagle Strategies since 2015 and operates under the DBA name of Action Financial Strategies, LLC for servicing insurance and financial product clients. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dennis Durocher is a CFP® professional with 33 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, he worked at Wells Fargo Clearing for five years. Outside of his advisory role, he is employed part-time as a delivery driver for UPS. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Jeremy Bardon is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at BMO Harris Financial Advisors and Northwestern Mutual Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms.

Paul Deibele is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior work history includes roles at Associated Investment Services, Associated Bank, Eagle Strategies, New York Life Insurance Company, and a five-year tenure at the Dane County Sheriff's Office. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Joseph Jost is a financial advisor with Ameriprise in Reedsville, WI, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Thrivent Financial and Thrivent Investment Management. He is a co-owner of Skylight Wealth Management, LLC, and serves as a member of the Board of Education in Manitowoc, WI. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Weber is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, having previously worked at Woodbury Financial Services and operating Belke Financial Group since 1999. Outside of his advisory roles, he is involved in several business ventures including co-owning a farming operation and a real estate holding LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial services and employs various asset-allocation tools and advisory platforms to manage portfolios across multiple asset classes.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

Logan Nienhaus is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Consolidated Construction Company. In addition to his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to construct portfolios including various asset classes, managed on discretionary or non-discretionary bases.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Tisch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones in various capacities since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wayne Freund is a financial advisor with Osaic Wealth, Inc. based in Malone, Wisconsin. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including long-term roles at Fortis Investors, Inc. and Woodmen Financial Resources. Freund also owns an insurance agency selling fixed life, annuity, and health insurance products. Osaic Wealth serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports a range of investment portfolios with both discretionary and non-discretionary management options.

Justin Weber is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Belke Financial Group, where he continues to serve clients. Outside of OSAIC, he is affiliated with Belke Financial Group as a financial advisor and insurance agent. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a wide range of investment platforms, utilizing asset allocation tools and third-party solutions to manage portfolios across various asset classes.

Samantha Bratz is a Series 66 licensed financial advisor with Edward Jones in New Holstein, WI, and has seven years of experience at the firm. Prior to Edward Jones, she worked with Best Friends of Neenah-Menasha and Gobbler's Knob. Outside of her advisory role, she is involved in community activities as a middle school volleyball coach and board member for the Stockbridge Booster Club, as well as an influencer with Beneve LLC, promoting health and wellness through social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Karen Weber is a financial advisor at OSAIC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Weber is co-owner of a farmland rental LLC and serves as a member of a church committee overseeing investment proceeds and grant requests. She is also involved in local government as a plan commission member for the Town of Calumet. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering portfolios constructed through various asset-allocation tools and employing a broad range of investment vehicles, managed on discretionary or non-discretionary bases.

Gretchen Krupp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Thrivent Financial and Kimberly Clark. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers both one-time and ongoing planning engagements covering a broad range of financial topics.

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.

Ryan Hale is a financial advisor at Edward Jones with 22 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining Edward Jones in 2014. Hale holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies including wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm maintains a large network of financial advisors and branch offices and operates under a fiduciary standard when providing advisory services.

Cody Evers is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Thrivent Investment Management, Prudential Insurance, and Associated Investment Services. Outside of his advisory work, Evers is involved in rental real estate management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles and affiliated research.

Sheilah Vandenhouten is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her financial career, she was an independent Mary Kay beauty consultant from 2011 to 2019, a role she continues on a limited basis servicing prior clients. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option while maintaining a separation between these offerings.

Ryan Penzenstadler is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at BMO Bank for seven years and at Pizza Hut for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Woelfel is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. She previously worked at Woodbury Financial Services and SII Investments, Inc., and is also involved with Belke Financial Group as a financial advisor and tax consultant. Outside of finance, she manages bookkeeping operations for a family-owned dairy farm. OSAIC 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, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.