Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

Michael Siedschlag is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Empower Advisory Group since 2023, following six years with Personal Capital Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joel Heeringa is a financial advisor with Edward Jones in Waupun, Wisconsin, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. He serves as president of the Utility Commission of Waupun, a board responsible for overseeing the city’s public utilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Kevin Carnine is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked in the insurance and securities sectors with the Kevin Carnine Agency and American Family Securities for over 16 years. He remains the president and owner of Kevin Carnine Agency LLC, a former insurance agency with no current operational duties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Heiar is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at Mass Mutual Investors Services since 2023. In addition to his advisory role, Heiar manages an insurance sales position focused on health and Medicare, with no commissions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to deliver written recommendations.

Max Vande Slunt is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Wisconsin School of Business and University of Wisconsin-Madison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Kylar Narance is a financial advisor with Edward Jones in Waupun, WI, holding a Series 66 designation and four years of industry experience. His work history includes roles at Edward Jones since 2022 and prior positions at Iris, Verhage Furniture, SSM Health St. Agnes - Christian Home, and Waupun Aquatic Center. Outside of advising, he is the sole owner of Fourth Gen First Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, investment options, and affiliated services supported by a large network of advisors and branches nationwide.

Garrett Moody is a financial advisor at Edward Jones in Waupun, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Schreiber Foods Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Reed Chrysler Dodge Jeep Ram Inc for 18 years. He is also an associate and employee at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.

Kyle Kahl is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including EmPeople Credit Union, OSAIC Wealth Inc, and Jasen Wealth Advisors LLC. In addition to his advisory role, Kyle owns Hawking Capital LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Adam Vande Slunt is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, he is involved as a color commentator for high school sports broadcasts and has investments in a television series adaptation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. 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 analyses and written recommendations on various planning topics, while implementation and discretionary trading authority are not included in the service.

Nicholas Schubert is a CFP® and ChFC® professional with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending options.

Joshua Schaalma is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Edward Jones and BMO Harris Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory services with access to model portfolios, research, and various program offerings.

Anthony Pochowski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and SII Investments, Inc. Outside of his advisory work, he volunteers as a firefighter in Mayville and serves as secretary on the board of Christian Life Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs through a consolidated billing option.

Michael Baerwald is a financial advisor at Edward Jones with 22 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns and manages a small storage rental business in Mayville, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive service offerings.

Richard Matravers is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones for 24 years since 2002. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Ratajczak is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the College Board and has teaching experience from Wayland Academy, where she also serves as a forensics judge and coach. Additionally, she has taught yoga classes at Elevated Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Matthew Emmer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he co-manages a commercial property through Mina Properties LLC in Beaver Dam, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supporting over 23,000 financial advisors nationwide.

Daniel Breuer is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he spent ten years at West Bend Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes affiliated and third-party model portfolios and customizable strategies.

Kevin Reitz is a financial advisor with LPL Financial in Mayville, WI, holding Series 63 and Series 66 credentials with five years of industry experience. His prior roles include positions at Landmark Credit Union, TIAA, and Lessiter Media. Outside of financial advising, he is involved in music production. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dustin Meisel is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial LLC and U.S. Bank. He also has a decade of involvement with Mr. Brew Taphaus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brian Hannan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kimberly Sellnow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Associated Investment Services, Northwestern Mutual Investment Management, and Steve H Holter. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mark Killingsworth is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He worked at Wells Fargo Advisors LLC for 12 years before joining Raymond James in 2020. Killingsworth is a board member and finance committee member of the YMCA of Dodge County, where he participates in endowment fund oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joshua Griep is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Cetera, Riviera Private Wealth Services, and TIAA. Outside of his advisory work, he is the owner of Riviera Private Wealth Services LLC, an entity associated with investment properties in Calabasas, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Patrick Clark is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary management tailored to plan objectives and demographics.

Amy Pollesch is a financial advisor at Edward Jones with one year of industry experience. She held prior roles at Edward Jones beginning in 2018, with earlier business experience including ownership of Just B Still LLC and work at Stone's Throw Soap. She previously marketed Melaleuca Inc products from 2010 to 2011 and continues to purchase them. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Vessey is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Advisors and spent over two decades with the Beaver Dam School District. He is also an owner and financial advisor at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice to client goals, and supports advisory programs through a large network of affiliated advisors.

Jonathan Leonard is a financial advisor with Thrivent Investment Management in Waupun, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages a real estate LLC that owns office space with tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive financial planning across various topics without portfolio management or discretionary trading authority.

Monica Mc Gauley is a CFP® certificant and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked at Moraine Park Technical College for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Roland Moll is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with OSAIC since 2024 and previously held roles at Securities America Advisors, CETERA Advisor Networks LLC, and Richards Benefits & Financial Services, where he has been involved since 1982. Outside of advisory roles, he is engaged in life insurance sales through Richards Benefits & Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and multiple third-party platforms, with a platform structure shaped by mergers and significant private-equity ownership.

Austin Armga is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience and previously worked at Agnesian Healthcare. Outside of his advisory role, he has been involved with the Wisconsin Interscholastic Athletic Association since 2015, serving as an official for high school athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and specialized services such as tax-efficient portfolio management.

Adelio Ikonomi is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Beaver Dam, WI. He has two years of experience in the industry, including roles at Thrivent Financial and Accelerated Logistics. Prior to his financial career, he held various positions including work at Sabrosa Cafe and Gallery and College Works Painting. 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 financial analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Katie Kohn is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked for Armor Animal Health for 17 years. Outside of her advisory role, she owns and operates Lace Nook LLC, a home decor retail and e-commerce business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.