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.

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.

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.

Connor Heck is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Primerica and Northwestern Mutual Investment Management. Outside of finance, he is involved with Solu Estate Winery & Meadery. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation strategies supported by firm research and an extensive affiliate network.

Benjamin Baertschy is a financial advisor with LPL Financial in Fond Du Lac, WI, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL Financial in 2024. Outside of advising, Baertschy is employed part-time at the University of Wisconsin-Oshkosh and is a member of the band Brent Bel and the Boyz. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Erich Beyersdorf is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves as a resident youth pastor at Edgewood Community Church, where he leads programs and outreach for youth and young adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without discretionary trading authority.

Jessica Geiszler is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has held positions at Woodbury Financial Services, Rose Bertram LLC, ProEquities, and Bankers Life & Casualty. Outside of her role at OSAIC, she owns and operates Agility Wealth Management LLC and is involved in equine showing and training through Agility Performance Horses LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment options across both advisory and brokerage platforms.

Carl Helleberg is a financial advisor with RBC Capital Markets in Fond Du Lac, WI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

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 Moses is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his career in finance, he was employed at Badger Liquor and General Beverage. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Eric Lueptow is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors LLC, Cetera, and Huberty Wealth Management. Outside of financial advising, he is a limited partner in self-storage and commercial real estate ventures but is not involved in their day-to-day operations. 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, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices as well as affiliated investment and lending capabilities.

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.

James Taylor is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Wells Fargo Advisors from 2023 to 2025. Outside of his advisory role, he serves on the boards of the Fondy Food Pantry and Moraine Park Technical College’s finance advisory committee and coaches track and field at St. Marys Springs Academy. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

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.

Todd Lowe is a financial advisor with OSAIC in Fond Du Lac, WI, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Valmark Advisers, Mutual Advisors, and Sagepoint Financial. Outside of his advisory work, he is a shareholder in The Vanderbloemen Group, a nonprofit consulting firm. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process that integrates risk tolerance assessments with portfolio optimization and offers access to various custodial platforms and third-party money managers.