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.

Lisa Adams is a CFP® with 34 years of experience in the financial industry. She has worked at Commonwealth Financial Network since 2017 and previously spent eight years at SII Investments, Inc. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational support and investment management tools while allowing advisors discretion in portfolio construction.

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.

Lynn Haefs is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has been with Cetera since 2025 and also serves as a partner at LVF, LLC dba Ledgevest Financial, where she provides financial services. Prior to her current roles, she worked at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

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.

Brian Jones is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked with Cetera since 2025 and previously held roles at Wells Fargo Advisors and LVF, LLC dba Ledgevest Financial. Jones serves as president of a longstanding charitable golf tournament in Fond Du Lac, WI, which supports local causes through a donor-advised fund, and holds board positions with the Beacon House Foundation and Fond du Lac Morning Rotary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform that includes affiliated model portfolios, third-party managers, and customized strategies.

Connor Heck is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Northwestern Mutual Investment Services and PFS Investments. Outside of finance, he is involved with Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools to tailor strategies to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Benjamin Baertschy is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2024. Outside of his advisory role, he teaches at the University of Wisconsin-Oshkosh and is a member of the band Brent Bel and the Boyz. 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. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

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.

Erich Beyersdorf is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves as a resident youth pastor at Edgewood Community Church, where he leads programs and outreach for youth and young adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without discretionary trading authority.

Jessica Geiszler is a financial advisor at Osaic with 15 years of industry experience. She previously worked at Woodbury Financial Services and Rose Bertram LLC. In addition to her advisory role, she owns Agility Wealth Management LLC and is involved in equine showing and training through Agility Performance Horses. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Carl Helleberg is a financial advisor with RBC Capital Markets in Fond Du Lac, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

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.

Matthew Moses is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in finance, he was employed at Badger Liquor and General Beverage. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Eric Lueptow is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors LLC, Cetera, and Huberty Wealth Management. Outside of financial advising, he is a limited partner in self-storage and commercial real estate ventures but is not involved in their day-to-day operations. 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 strategies, and is notable for its large network of advisors and branch offices as well as affiliated investment and lending capabilities.

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.

James Taylor is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2025, he worked at Wells Fargo Advisors for two years. Outside of his advisory role, Taylor serves on several local boards, including as Sergeant at Arms for Morning Rotary, a board member of the Fondy Food Pantry, and an advisory committee member for Moraine Park Technical College’s finance program. He also coaches track and field at St. Marys Springs Academy. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers access to multiple investment managers and customized strategies across various program platforms and custodial relationships.

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 three years of industry experience. Prior to joining Edward Jones, Narance worked at Iris and had roles in furniture retail and healthcare sectors. Outside of advising, he is the sole owner of an LLC involved in property rental. 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 over $1 trillion in assets and operates a large national network of financial advisors and branch offices.