David Schedler is a financial advisor with Cowling Bay Wealth Management, LLC in Oshkosh, WI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to founding Cowling Bay Wealth Management in 2019, he spent 15 years at Legacy Private Trust Company. Cowling Bay Wealth Management provides discretionary investment management and integrated financial planning primarily for high-net-worth individuals, trusts, and estates. The firm employs a long-term investment approach using low-cost mutual funds and ETFs, with portfolios managed on a discretionary basis and tailored through fundamental, technical, and charting analysis.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc. She owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes non-discretionary management, builds individualized investment policies, and offers educational seminars and speaking engagements.

Darin Walter is an advisor at Carl M. Hennig, Inc. based in Oshkosh, WI. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2013. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving roughly 24 clients with about $24.7 million in assets. The firm primarily provides non-discretionary advisory services and places brokerage clients into third-party programs while maintaining oversight and delivering regular reports.

Ryan Gravunder is an advisor at Carl M. Hennig, Inc. based in Oshkosh, WI, holding Series 63 and Series 65 licenses. He has worked in insurance and related fields since 2014, including roles at All In One Insurance Group and Caren Reich State Farm Agency. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving approximately 24 clients with about $24.7 million in assets. The firm provides non-discretionary advisory services and referral-based brokerage arrangements, overseeing third-party money managers and offering investment recommendations across various asset classes.

Kurt Caramanidis is a financial advisor with Carl M. Hennig, Inc. in Oshkosh, WI, holding Series 63 and 65 credentials and having 25 years of industry experience. He has been with Carl M. Hennig, Inc. since 2009 and has worked with Northwestern Mutual Investment Management and Northwestern Mutual, Inc. since 2000. Carl M. Hennig, Inc. is a small SEC-registered broker-dealer and state-registered investment adviser serving about 24 clients with $24.7 million in reported assets. The firm primarily delivers non-discretionary advisory services and referral-based arrangements, overseeing third-party managers and offering investments across equities, fixed income, REITs, mutual funds, and ETFs.

William Madden is a financial advisor with Packerland Brokerage Services, Inc. in Oshkosh, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with Packerland Brokerage Services since 2009 and also maintains ongoing roles with MVP Financial and 123 Consulting. Madden is involved in insurance sales on a part-time basis, offering life and long-term care products through various companies. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management, utilizing firm-managed portfolios, wrap programs, and third-party co-advisory arrangements through the Hilltop/Envestnet platform.

Julie Osladil is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Packerland Brokerage Services since 2006. Outside of her advisory role, she works as an independent insurance agent, selling long-term care, disability, health, and life insurance. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various fee-based and brokerage platforms. The firm combines individualized financial planning with discretionary and non-discretionary account management and supports multiple investment strategies and third-party manager oversight.

James Gresens is a financial advisor with Packerland Brokerage Services, Inc. in Kiel, WI, holding a Series 63 designation and 29 years of industry experience. He has been with Packerland Brokerage Services since 2004. Outside of his financial advisory role, he serves as the treasurer for the Lakeshore Estates East Pond Owner Association, a non-compensated position involving financial record-keeping and dues collection. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements. The firm combines individualized financial planning with discretionary or non-discretionary account management and routinely monitors third-party managers, providing both brokerage and advisory services through dual SEC and FINRA registration.

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.

Jani Picard is a financial advisor at On Investment Management Company with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with THE O.N. Equity Sales Company since 2000. In addition to her advisory role, she owns Financial Architects LLC, a financial planning business that offers life insurance, disability insurance, and funeral trusts. On Investment Management Company provides financial planning and investment advisory services to individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning, third-party investment programs, and retirement plan advisory services, with a substantial portion of its assets managed on a non-discretionary basis.

Mark Brown is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His prior work includes roles at Packerland Brokerage Services and National Mutual Benefit. Outside of advising, he has worked with FMS Financial Services offering life insurance, long-term care insurance, and fixed annuities through bank partnerships. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Bradley Ruh is a financial advisor with Eagle Strategies (New York Life) based in New Holstein, WI. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2010 and operates Action Financial Strategies, LLC as a partner. Ruh also serves as a volunteer board member for St. Mark Ministries, providing general advising and guidance. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Krista Halbach is a financial advisor with Eagle Strategies (NY Life) in New Holstein, WI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been associated with Eagle Strategies since 2015 and operates under the DBA Action Financial Strategies, LLC to service insurance and financial product clients. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

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.

Austin Jarrett is a financial advisor with LPL Financial based in Kimberly, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BMO Bank N.A., JP Morgan Chase Bank, and Edward Jones. Outside of his advisory work, he has been involved with Indiana University’s men's club lacrosse teams. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a range of advisory and brokerage services supported by an in-house research team that constructs model portfolios and provides both strategic and tactical investment options.

Lynn Haefs is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. Prior to joining Cetera in 2025, Lynn worked at Wells Fargo Advisors and Wells Fargo Clearing from 1997 to 2025 and has been a partner at Ledgevest Financial since 2019. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with trust and institutional solutions.

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.

Gary Keesling is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience since 2002. He serves as a board member for Painting Pathways Clubhouse, a nonprofit organization supporting adults with mental health concerns. 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 integrate planning with managed-account programs while keeping these services separate.

Grant Simon is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Primerica since 2013 and is also involved in a landscaping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution.