Katherine Steck is a financial advisor with Copia Wealth Management Advisors, Inc. in Wisconsin, holding a Series 65 license and six years of industry experience. She has worked at Copia Wealth Management Advisors since 2020 and has been involved with Dawson Insurance & Financial Services, doing business as Copia Wealth Management, since 2016. Outside of advisory services, she provides case management and support for an affiliated insurance company. Copia Wealth Management Advisors, Inc. offers discretionary portfolio management and financial planning primarily for individual clients. The firm allocates assets among third-party managers using a combination of fundamental, technical, and cyclical analysis and prepares individualized financial action plans with regular client reviews.

Dustin Meisel is a financial advisor at Cornerstone Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory role, he is involved with Mr. Brew Taphaus, a business he has been part of since 2016. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations with asset management, financial planning, and retirement consulting. The firm utilizes advisor-led discretionary management and various LPL-sponsored programs, combining fundamental, quantitative, and qualitative analysis to tailor investment advice to client goals.

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.

David Geschke is a financial advisor with Cornerstone Wealth Management, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He previously worked at Edward Jones for 16 years before joining Cornerstone Wealth Management and LPL Financial in 2022. Outside of his advisory role, he is a self-employed musician and author. Cornerstone Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

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.

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.

Mary Homan is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has worked at Edward Jones since 2017 and has prior experience in hospitality and event services. Mary is also involved with Springbrook Events as a server. 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 offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

Aaron Bischoff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2017 to 2021, and held roles at Glasfloss Industries and the University of Wisconsin-Oshkosh. 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, operating under a fiduciary standard.

Kelly Taillefer is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services, Feucht Financial Group, National Planning Corporation, and Friar Tucks - Progressive Investors. Outside of her advisory role, she serves as a board member for the School District of Oakfield and works as a tax preparer with Feucht Financial Group, focusing on tax planning and funeral trust insurance. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm utilizes risk-tolerance assessments combined with advanced asset allocation and portfolio optimization tools, offering a wide range of investment options and access to multiple custodial platforms.

Kevin Carnine is a financial advisor with Edward Jones in Beaver Dam, WI, holding Series 63 and Series 66 registrations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked in the insurance and securities sectors with the Kevin Carnine Agency and American Family Securities for over 16 years. He remains the president and owner of Kevin Carnine Agency LLC, a former insurance agency with no current operational duties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kimberly Margelofsky is a financial advisor at OSAIC Wealth Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Elite Wealth Planners, and Horicon Bank. Outside of her advisory role, she is involved in tax preparation and consulting through Feucht Financial Group, LLC. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and third-party managers.

Matthew Heiar is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Gradient Advisors, LLC, and MassMutual Life Insurance Co. In addition to his advisory role, he manages Heiar Insurance & Estate Planning, focusing on health and Medicare insurance without commissions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering a range of event-driven planning services.

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.

Connor Mueller is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has worked at Woodbury Financial Services Inc and Feucht Financial Group, where he also serves as a tax professional and assists clients with account management and tax preparation. Mueller has a varied background including roles in education and retail. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes 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 access to a wide range of investment products and platforms.

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.

Jeremy Feucht is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Woodbury Financial Services Inc and National Planning Corporation, and has operated Feucht Financial Group, LLC since 1989, where he serves as President and CEO overseeing tax planning, preparation, and accounting. Outside of his advisory role, he is involved in aircraft sales and leasing through his ownership of Tally 1 LLC. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services with a focus on asset allocation, portfolio optimization, and access to a wide range of investment products and custodial platforms.