Oshkosh, WI Enterprise Dr Office

Brian Petersen is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2007. In addition to his advisory role, he serves as a Pastoral Transition Coordinator at Converge Great Lakes, a religious organization. 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, utilizing both proprietary and third-party strategies across various account types.

Chantel Rechek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. She has been associated with Linsco/Private Ledger since 2004. Outside of advisory work, she is fully involved with Provident Financial Consultants, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Brenda Rolli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2013, following positions at Woodbury Financial Services and Koch Richard A & Co Inc. Outside of her advisory role, she is involved in conducting financial seminars and offers non-variable insurance services through Provident Financial Consultants, LLC. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools across a broad network of over 22,800 advisors.

Cassandra Dorn is a financial advisor with LPL Financial in Oshkosh, WI, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Raymond James Financial and FFN Investment Resources, Inc. Dorn is involved in conducting financial seminars through Provident Financial Consultants. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial services.

Carter Danke is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Third Coast Advisors and Secura Insurance. Outside of financial services, he was involved with Woodeyes Bar and Grill from 2022 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Hunter Auchtung is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles in both financial and non-financial settings, such as Green Lake Sanitary District and Concordia University of Wisconsin. He has also been involved with Missing Links Golf Course and Hawkins Ash CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by a broad operational platform.

Jacob Merk is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2015. He holds the Series 66 designation and operates out of Oshkosh, WI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Alice Pichler is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert Baird & Co. from 2007 to 2009. Outside of advising, she is a notary public. 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 services including financial planning, model portfolio programs, and institutional platforms, with a combination of discretionary and non-discretionary strategies supported by research tools.

Dawn Makurat is a financial advisor at LPL Financial in Oshkosh, WI, holding the Series 66 designation with six years of experience at LPL and a prior role supporting long-term care for the State of Wisconsin. She is also a commissioned notary public. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors and a range of investment and retirement solutions.