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.

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.

Davis Suckow is a financial advisor at Osaic with a Series 66 designation and approximately one year of experience in the industry. His prior roles include positions at Northwestern Mutual, Road America, and founding Suckow Financial Partners. He has also held various roles outside finance, including teaching at the University of Oshkosh and working at several local businesses. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, retirement plans, pension and corporate clients, and institutions. The firm offers investment management, financial planning, and retirement consulting through its Vision2020 Wealth Management Platform and provides access to specialized strategies and services across multiple custodial relationships.

Ronald Sitzman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with PFS Investments, Inc. since 1988 and with Primerica Financial Services since 1987. His other business activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure.

Paul Deibele is a Series 66 licensed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Associated Investment Services, Associated Bank, Eagle Strategies, and New York Life Insurance Company. Before entering the financial industry, he worked for the Dane County Sheriff's Office for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Daniel Weber is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Belke Financial Group since 1999 and was previously affiliated with Woodbury Financial Services Inc. Weber is co-owner of a farming operation and involved in a real estate LLC with family members. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

Logan Nienhaus is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services Inc. and Consolidated Construction Company. Outside of his advisory role, he is involved with Belke Financial Group as an insurance agent and financial advisor. OSAIC Wealth, Inc. is an 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 utilizes a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of financial advisors.

Phillip Kubichka is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and works out of New Holstein, WI. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Stoker is a CFP® professional with 28 years of experience in the financial services industry. He has been with Edward Jones since 1997. 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 strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nancy Miller is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2011. Outside of her advisory role, she assists with basic bookkeeping and check writing for Pigeon Lake of Manitowoc. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, addressing both traditional and complex investment strategies.

Dana Tisch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones in various capacities since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wayne Freund is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. and Woodmen Financial Resources since 1995. Outside of advising, he owns and operates an insurance agency focused on fixed life, annuity, and health insurance products. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm utilizes a technology-driven investment process and offers a broad range of services and investment options through a network of thousands of advisors.

Justin Weber is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and has been involved with Belke Financial Group since 2018. Osaic Wealth, Inc. serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers a variety of investment programs and custodial platforms.

Samantha Bratz is a financial advisor at Edward Jones in New Holstein, WI, holding a Series 66 designation and with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked with Best Friends of Neenah-Menasha and Gobbler's Knob. Outside of her advisory role, she is involved in health and wellness as an influencer for Beneve LLC and serves as a middle school volleyball coach and board member for the Stockbridge Booster Club, where she assists with event planning and athletic program coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Karen Weber is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. She previously worked at Woodbury Financial Services Inc. and SII Investments, Inc., and has been involved with Belke Financial Group since 2011. Outside of her advisory role, she serves on the Belke Memorial Fund church committee and is a member of the Town of Calumet Plan Commission. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process that incorporates risk tolerance assessments, asset allocation planning, and portfolio optimization, offering a variety of investment programs and access to multiple custodial platforms.

John Frausto is a Series 66-licensed financial advisor with LPL Financial, bringing nine years of industry experience. He has worked at several firms, including CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2018, and previously at TCFG Wealth Management and SII Investments. Outside of finance, he is the owner of Topspin Tennis LLC and works as a tennis associate at Sports Core. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Gretchen Krupp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Thrivent Financial and Kimberly Clark. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers both one-time and ongoing planning engagements covering a broad range of financial topics.

Julie Woelfel is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Outside of her advisory work, she manages bookkeeping for a family dairy operation through City View Dairy, LLC. OSAIC is an 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 using risk tolerance assessments and portfolio optimization tools, offering a range of investment products and advisory programs.