Larry Dogs is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Gradient Securities and Guidance Insurance & Brokerage Services, LLC since 2014. Outside of his advisory work, he serves as an elder at Trinity Lutheran Church and is a board member of the Dodge County Board of Adjustment. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and the use of third-party managers.

Brian Hamm is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Mutual of Omaha from 2010 to 2019 before joining J.W. Cole Advisors and J.W. Cole Financial in 2019. Hamm is also a partner in Luebeck Geisler Hamm Wealth Management, Inc., where he is involved in financial planning and insurance sales. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on both discretionary and non-discretionary bases.

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.

Nathaniel Schlotthauer is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors. Outside of his advisory work, he serves on the finance committee of Emmanuel Community United Methodist Church and holds trustee and board member roles with local nonprofit organizations including the Schauer Arts and Activities Center and the Hartford Historical Preservation Foundation. Cetera Investment Advisers serves a diverse client base including individuals, 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 supported by proprietary and third-party investment solutions.

Christopher Ersbo is a financial advisor with Edward Jones in Hartford, WI, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. His prior roles include positions at Cetera Investment Services LLC, North Shore Bank, and American Beacon Advisors. Outside of his advisory work, he maintains approximately 30 beehives as a hobby through his flower farm and apiary business, Chenequa Farms LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

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.

Kylar Narance is a Series 66-registered financial advisor with Edward Jones, based in Waupun, WI, and has three years of industry experience. Prior to joining Edward Jones, Kylar worked at IRIS and Verhage Furniture. Outside of his advisory role, he is the sole owner of an LLC involved in property rental. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm’s offerings include discretionary and non-discretionary fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services, supported by a large nationwide network of financial advisors and branch offices.

Richard Griep is a financial advisor with Edward Jones in Beaver Dam, Wisconsin, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as vice president and secretary of Rugged Outdoors Inc., a business specializing in mailboxes and shelving units. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment advisory programs and managed solutions, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2024, he worked for 18 years at Reed Chrysler Dodge Jeep Ram Inc. He is also an associate at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services provided in a non-discretionary capacity.

Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.

Andrew Rux is a financial advisor with Edward Jones in Hartford, WI, holding Series 63 and Series 66 licenses. He has 18 years of industry experience, having been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Kyle Kahl is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at EmPeople Credit Union, OSAIC Wealth Inc, and Jasen Wealth Advisors LLC. Outside of his advisory role, he is the owner of Hawking Capital LLC, a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Adam Vande Slunt is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of advising, he is involved as a color commentator for high school sports broadcasts and has investments in a television series adaptation. 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 approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Michael Kapets is a financial advisor with Thrivent Investment Management in Beaver Dam, WI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2010. 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.

Nicholas Schubert is a CFP® and ChFC® professional with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated mutual funds, a trust company, and securities-based lending options.

Joshua Schaalma is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and Edward Jones. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anthony Pochowski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Commonwealth Financial Network and SII Investments, Inc. Outside of his advisory work, he volunteers as a firefighter in Mayville and serves as secretary on the board of Christian Life Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs through a consolidated billing option.

Michael Baerwald is a financial advisor at Edward Jones in Mayville, WI, holding a Series 63 designation with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he owns a small storage rental business managing ten units. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managed solutions with approximately $1.01 trillion in assets under management.

Richard Matravers is a financial advisor with Edward Jones in Waupun, WI, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones for 24 years since 2002. 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, operating under a fiduciary standard.

Elizabeth Ratajczak is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at the College Board and has teaching experience from Wayland Academy, where she also serves as a forensics judge and coach. Additionally, she has taught yoga classes at Elevated Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Kevin Reitz is a financial advisor with LPL Financial in Hartford, Wisconsin, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Landmark Credit Union and TIAA-CREF. Outside of finance, he is involved in music production. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Patrick Rich is a financial advisor at Edward Jones in Hartford, WI, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles including language consulting and staffing. His work history also includes involvement with youth soccer organizations and nonprofit community services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers both discretionary and non-discretionary investment strategies.

Ryan Gonzalez is a financial advisor with Edward Jones in Hartford, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winneconne Family Dentistry, Inc. for 11 years. Outside of his advisory role, Gonzalez serves as a youth and high school basketball referee with the Fox Cities Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Heather Konkol is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at BMO Harris Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.

Casey Moneer is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he held positions at Johnson Controls and Primera Engineers, and he was involved with the Milwaukee School of Engineering. Outside of his advisory role, Casey serves as a head hockey coach for the Milwaukee Jr. Admirals Hockey Program. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its large network of advisors and branch offices, as well as affiliated capabilities including a trust company, mutual funds, and securities-based lending.

Jacob Hausmann is a Series 66 designated financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2022 and previously spent 18 years at The Boldt Company. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Alec Lothert is a financial advisor with Edward Jones in Hartford, WI, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Kristen Strupp is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has worked at Cetera and its affiliated entities since 2017, as well as at Voya Financial Advisors. Outside of her advisory role, she serves as president of the Hartford Chamber of Commerce. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Byron Schuster is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns LLCs related to real estate holdings in Hartford, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kimberly Sellnow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and Associated Investment Services, Inc. She has been with Raymond James & Associates since 2018. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Mark Killingsworth is a CFP® professional with 40 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. Prior to this, he spent 12 years with Wells Fargo Advisors LLC. He is also a board member and finance committee participant at the YMCA of Dodge County. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Joshua Griep is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Cetera, Riviera Private Wealth Services, and TIAA. Outside of his advisory work, he is the owner of Riviera Private Wealth Services LLC, an entity associated with investment properties in Calabasas, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.

Amy Pollesch is a financial advisor at Edward Jones with one year of industry experience. She held prior roles at Edward Jones beginning in 2018, with earlier business experience including ownership of Just B Still LLC and work at Stone's Throw Soap. She previously marketed Melaleuca Inc products from 2010 to 2011 and continues to purchase them. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeffrey Sitzman is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hartford, Wisconsin, with two years of industry experience. He has held various roles within Thrivent Financial and its affiliates since 2023. Outside of his advisory role, Sitzman serves as an umpire for youth baseball leagues and provides music for worship services at Crown of Life Lutheran Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Stephen Vessey is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and the Beaver Dam School District. Vessey is also an owner and financial advisor at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive research and a broad affiliate network.

Jonathan Leonard is a financial advisor with Thrivent Investment Management in Waupun, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages a real estate LLC that owns office space with tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive financial planning across various topics without portfolio management or discretionary trading authority.

Monica Mc Gauley is a CFP® certificant and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. Prior to joining Edward Jones in 2018, she worked at Moraine Park Technical College for ten years. 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 managed solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Roland Moll is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes prior roles at Securities America Advisors and Cetera Advisor Networks, as well as operating Richards Benefits & Financial Services, where he is involved in life insurance sales. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a variety of investment programs and access to multiple custodial platforms.

Austin Armga is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience and previously worked at Agnesian Healthcare. Outside of his advisory role, he has been involved with the Wisconsin Interscholastic Athletic Association since 2015, serving as an official for high school athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and specialized services such as tax-efficient portfolio management.

Adelio Ikonomi is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Beaver Dam, WI. He has two years of experience in the industry, including roles at Thrivent Financial and Accelerated Logistics. Prior to his financial career, he held various positions including work at Sabrosa Cafe and Gallery and College Works Painting. 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 financial analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.