Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, Wisconsin, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Empower Retirement since 2017 and spent one year with the Hoffman Family office prior to that. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

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.

Jennifer Foster is a financial advisor at Edward Jones in Fond Du Lac, Wisconsin, holding a Series 66 designation with nine years at the firm and two years of industry experience. Prior to her current role, she worked at Press Box for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

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.

Mary Homan is a financial advisor at Edward Jones in Randolph, Wisconsin, holding a Series 66 designation with one year of industry experience. She has worked with Edward Jones since 2017 and has prior experience with Rooted Hospitality and MJs by the Lake. Outside of her advisory role, she is involved as a server at Springbrook Events, a wedding event venue. 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 investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs and a fiduciary standard for advisory services.

Aaron Bischoff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2017 to 2021, and held roles at Glasfloss Industries and the University of Wisconsin-Oshkosh. 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, operating under a fiduciary standard.

Kelly Taillefer is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Feucht Financial Group, National Planning Corporation, and Friar Tucks - Progressive Investors. Outside of financial advising, she serves as a board member for the School District of Oakfield and works as a tax preparer with Feucht Financial Group. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

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.

Kimberly Margelofsky is a financial advisor with OSAIC Wealth Inc. and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including prior roles at LPL Financial, Elite Wealth Planners, and Horicon Bank. Additionally, she is involved in tax preparation and consulting through her work with Feucht Financial Group, L.L.C. OSAIC Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Ann Kienast is a financial advisor with LPL Financial in Beaver Dam, WI, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked at LPL Financial since 2011 and has been associated with Old National Bank (formerly Anchor Bank) since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

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.

Connor Mueller is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has previously worked at Woodbury Financial Services and Feucht Financial Group, where he also serves as a financial advisor and tax professional. Mueller's activities include preparing tax returns and meeting with clients in addition to investment-related duties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.

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.

Jeremy Feucht is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and over 30 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and National Planning Corporation. He is also president and CEO of Feucht Financial Group, LLC, where he oversees tax planning, preparation, and accounting services. Additionally, he owns Tally 1 LLC, an aircraft sales and leasing business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers portfolios with a range of investment options managed on both discretionary and non-discretionary bases.

Kathleen Tavs is a Series 66 credentialed financial advisor with Edward Jones, based in Fond Du Lac, WI. She has been with Edward Jones since 2016, totaling nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.