Lynn Haefs

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.

David Adams is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Commonwealth since 2017 and previously spent eight years at Sii Investments. He has also operated Financial Connection since 1995. Adams is involved in fixed insurance servicing as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients by providing a range of advisory programs, operational support, and technology solutions. The firm offers various investment management options, including discretionary model portfolios and personalized indexing, supporting advisors who often operate under their own brand names.

Jennifer Foster is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of experience at the firm. Prior to joining Edward Jones, she worked at the United States Postal Service for five years and was employed at Press Box for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Brian Jones is a financial advisor with Cetera, holding a Series 66 credential and bringing 19 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, and he is a partner at LVF, LLC dba Ledgevest Financial. Jones serves on the board of the Beacon House Foundation and the Fond du Lac Morning Rotary, and he organizes a longstanding charitable golf tournament in Fond du Lac. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions uncommon for a firm of its size.

Tina Grenlie is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones, Principal Securities, and Woodbury Financial Services. Outside of her advisory role, she serves on the audit committee of Trinity Lutheran Church and is a member of the American Legion Auxiliary. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments and portfolio optimization tools, offering access to a wide range of investment products and third-party managers.