Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.

Taj Boelter is an advisor at Kerberrose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 credentials. Boelter has been with Kerberrose Wealth Management and Northwestern Mutual since 2025, with prior experience at FedEx Freight and other roles. Kerberrose Wealth Management LLC is an independent firm that provides portfolio management, financial planning, and institutional retirement plan advisory services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets and employs diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary management along with comprehensive financial and retirement plan services.

Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously served six years in the United States Army. Richel also serves as Treasurer and board member of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $1.16 billion in assets, offering portfolio management, financial planning, and institutional retirement plan advisory services through a multi-advisor team.

Karley Wardlow is a CFP® and ChFC® credentialed advisor at Kerberrose Wealth Management, LLC with seven years of industry experience. Before joining Kerberrose in 2026, she worked at Edward Jones for seven years and Gannett Co Inc for six years. Outside of financial advising, she has listed her home for short-term rental during events such as the NFL Draft. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management and financial planning services, using asset allocation models informed by modern portfolio theory and provides both discretionary and non-discretionary management.

Julie Lefevre is a financial advisor with KerberRose Wealth Management, LLC in Shawano, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company and CliftonLarsonAllen Wealth Advisors, among others. She is also involved as a Client Service Associate with APW Capital, Inc. KerberRose Wealth Management LLC is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs diversified asset-allocation strategies and offers comprehensive financial planning and retirement plan advisory services through a multi-advisor team managing approximately $1.16 billion in assets.

Justin Damon is a financial advisor with KerberRose Wealth Management, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Northland Securities, Inc. and LPL Financial. Outside of finance, he coaches hockey goalies through Mega Goaltending, a specialized training company. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs asset-allocation models based on modern portfolio theory and offers comprehensive financial planning alongside discretionary and non-discretionary portfolio management.

Michael Rudolf is a financial advisor with KerberRose Wealth Management, LLC, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at APW Capital, Inc., LPL Financial, Sii Investments, McCone, and Packerland Brokerage Services, Inc. He serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management LLC is an independent wealth management firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans, including government systems. The firm employs diversified, asset-allocation portfolios informed by modern portfolio theory and offers comprehensive financial planning alongside institutional retirement plan advisory services.

Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.

Connor Rosin is an Associate Wealth Advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and APW Inc. Outside of his advisory role, he has experience in painting and woodworking through his prior businesses, Rosin's Painting and Rosin Woodwork Corporation. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and tax and estate planning services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Scott Schewe is a CFP® with 19 years of industry experience, currently serving as an advisor at KerberRose Wealth Management, LLC since 2019. He previously worked at APW Capital, Inc. and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Schewe is a board member of the Appleton Education Foundation, a nonprofit focused on grant funding for educational costs outside the regular school district budget. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated tax, accounting, insurance, and retirement plan administration services through affiliated entities.

Emily Schiltz is a CFP® professional with four years of industry experience. She is currently with Associated Investment Services, Inc. and has previously worked with firms including Nicolet Wealth Management and Private Client Services. Outside of financial advising, her background includes roles in media and hospitality. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers a variety of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management.

Seth Kohel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in hospitality and small business operations, including roles at Pier B Hotel and Resort and Stoked Firewood. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brian Maciejewski is a financial advisor with LPL Financial in Shawano, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Bank, Ameriprise Financial Services, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. 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 planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.

Peter Fannin is a Financial Advisor with Thrivent Investment Management in Clintonville, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2002. Fannin serves as Vice President of the Marion Lions Club and will become President in June 2024. 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 covering various topics and allows clients to combine planning with managed accounts under a consolidated billing arrangement while keeping these services distinct.

Jonathan Aumann is a financial advisor with Edward Jones, holding a Series 63 designation and over 22 years of experience, all with the same firm since 2004. He is based in Shawano, Wisconsin. Outside of his advisory work, he manages a commercial property through ABMS Properties LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Scanlan is a financial advisor with LPL Financial in Shawano, WI, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at BMO Harris Financial Advisors, BMO HARRIS Bank, and M&I Trust and related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services, including financial planning and institutional platforms.

Zias Panzer is a financial advisor with Edward Jones in Shawano, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Panzer held short-term roles in various positions including at Plae Bistro and The Launching Pad, where he worked in restaurant service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets and supported by a large network of financial advisors and branch offices across the United States.

Sandra Carroll is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Edward Jones in Shawano, WI, having joined the firm in 2025. Her prior experience includes roles at Premier Community Bank, LPL Financial, and Thrivent Financial. 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 supported by a large network of financial advisors and branch offices nationwide.

Mandy Kriesel is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Clintonville, WI. Outside of her advisory role, she is the sole member of Sixth & Main Holdings LLC, a property ownership entity related to a potential future office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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.

Joshua Hull is a financial advisor with Thrivent Investment Management based in Shawano, WI. He holds the Series 66 designation and has four years of industry experience. Prior to joining Thrivent, he worked for KBX Logistics for seven years. 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 allows clients to combine planning with managed-account programs while keeping these services separate.

Joseph Miesbauer is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2000. Outside of his advisory work, he serves as a member of the Shawano Parking Commission, vice president of the Shawano Optimists Board of Directors, and secretary of the St. James Lutheran Church Board of Trustees. 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.

Karl Miller is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves on the boards of a pregnancy helpline and his local church. 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 planning across various financial topics and combines planning with managed-account programs under a consolidated billing option.

Dalton Parson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2018, including prior roles at West Virginia University and UW Oshkosh. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Parson is a financial advisor with Thrivent Investment Management in Shawano, WI, holding a Series 66 credential and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is a co-owner of oceanfront vacation rental properties. 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 planning across various financial topics, delivered as either one-time or ongoing engagements, without portfolio management for institutional clients.

Kyle Hammen is a Series 66-licensed financial advisor with LPL Financial, based in Shawano, WI, and has three years of industry experience. Prior to joining LPL Financial, he worked at Covantage Credit Union and Northwestern Mutual. Outside of his advisory role, he operates a small business selling on Mercari. 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. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Charlene Larsen is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2009 and previously held positions at Thrivent Investment Management and CUNA Brokerage Services, Inc. In addition to her advisory role, Larsen is active as a licensed agent in life insurance, fixed annuities, and other non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

John Stang is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Shawano, WI. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Passehl is a financial advisor with Thrivent Investment Management in Shawano, WI, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of the Shawano Ski Sharks, a nonprofit water ski show team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority.

Randy Panzer is a financial advisor with Edward Jones in Shawano, WI, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he provides water sport instruction on Lift Efoil boards and serves on the finance committee for Sacred Heart Catholic Church in Shawano. He also owns the building housing his Edward Jones office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Blake Mellin is a financial advisor at Edward Jones in Clintonville, WI, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Granite Peak Ski Area, BMO Harris Bank, and Penske Truck Leasing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Angela Du Quaine is a Series 66-licensed financial advisor with Edward Jones in Shawano, WI, where she has worked since 2019. She has a total of six years in the industry, including 12 years at Capital Credit Union (formerly Pioneer Credit Union) prior to joining Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.