Jonathan Dudzinski is a CFA® charterholder with 11 years of industry experience. He is the sole advisor at The Olympia Group LLC, an independent firm he joined in 2023. His prior experience includes roles at LPL Financial, Merit Financial Group, and Cambridge Investment Research Advisors. Outside of his advisory work, he serves on the board of UW Oshkosh and is a finance committee member for the Oshkosh Area Community Foundation; he is also involved in beekeeping through his ownership of Bee Bella LLC and managing Lotnix LLC. The Olympia Group provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutions, offering customized investment policy statements and sub-advisory services to other registered investment advisers. The firm combines quantitative screening with fundamental analysis and employs a variety of investment strategies, including long and short trading, options, margin, and short sales, while maintaining a small client roster and specialized institutional mandates.

Margaret Wittkopp is a financial advisor at Veritas Financial Services, LLC in Plymouth, WI, with 17 years of industry experience. She holds Series 63 and Series 65 designations and has been with Veritas Financial Services since 2004. Outside of her advisory role, she owns and manages the firm’s office building through a separate investment property business. Veritas Financial Services advises pooled and institutional clients primarily by referring assets to third-party money managers, focusing on passive, diversified fund-of-funds strategies grounded in Modern Portfolio Theory and the Efficient Markets Hypothesis. The firm acts as a co-adviser, providing portfolio guidance, client reviews, and educational seminars while operating on an assets-under-advisement basis.

Jeremy Burri is a financial advisor at Smith Securities LLC with 16 years of industry experience. He previously worked for Veritas Financial for 15 years before joining Smith Securities in 2024. In addition to his advisory role, Burri is an independent contractor for Reliance Accounting and Tax Services, participating in a joint venture under the name Veritax Alliance Group. Smith Securities provides advisory services to individual and high-net-worth clients through portfolio analysis, financial consulting, and referrals to third-party investment advisers. The firm emphasizes long-term trading and tailored recommendations based on fundamental analysis and modern portfolio theory, while conducting due diligence before directing clients to outside managers.

Travis Streblow is a financial advisor at Success Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at American Senior Benefits since 2006, where he spends the majority of his time as a district sales manager involved in insurance sales and services. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients, employing a goal-based, Modern Portfolio Theory approach with regular portfolio reviews and the use of third-party sub-advisors.

Brian Andrew is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He is currently with Merit Financial Advisors, joining the firm in 2024 after working at Johnson Wealth Inc. and Johnson Bank for nearly a decade. Outside of his advisory role, he serves as Chairman of the Investment Committee for Pathway 2 Cures, a venture philanthropy fund investing in start-up biotechnology companies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and committee, while offering a range of financial planning and specialized fiduciary services.

Casey Mahoney is a CFP® professional with six years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, UBS Financial Services, and Fidelity Brokerage Services LLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Andrew Schroeder is a CFA® charterholder with four years of industry experience. He currently works at Merit Financial Advisors and previously held roles at Safeguard Wealth Management, Associated Trust, and Associated Bank. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves across various investment vehicles, with oversight from a central Investment Management team and Investment Committee.

Paul Jochimsen is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Morgan Stanley. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Morgan Seidel is a financial advisor at Merit Financial Advisors in Sheboygan Falls, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Merit, Seidel worked at several firms including Purshe Kaplan Sterling Investments, LPL Financial, and Woodbury Financial Services. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee.

Mitchell Parker is a financial advisor at Merit Financial Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Safeguard Wealth Management and Morgan Stanley. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central investment team and flexibility for advisors to customize portfolios.

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.

Christian Kalnins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. He previously worked at Safeguard Wealth Management, MML Investors Services, MassMutual Life Insurance Co., and Robert W. Baird & Co. His background includes roles at both large firms and smaller advisory practices. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Zachary Mersberger is a CFA® charterholder with 15 years of industry experience, currently serving at Merit Financial Advisors since 2022. His prior roles include positions at LPL Financial, M Squared Advisory, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, he is involved with Good Medicine Developers LLC, a business entity for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, with oversight by a central Investment Management team and an Investment Committee.

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.

Jason Martone is a financial advisor with Merit Financial Advisors in Sheboygan Falls, WI, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Riversource Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Management team and Committee, while allowing advisors to customize portfolios on various platforms.

Eric Sajdak is a ChFC® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. His prior roles include positions at Safeguard Wealth Management, Safeguard Income Strategies, Fox River Capital, and a two-year period at Runaway Shoes. Merit Financial Group, LLC manages approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment strategy implemented through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Anthony Hellenbrand is a CFP® with 14 years of experience in financial advising. He is currently with Merit Financial Advisors and previously worked at Safeguard Wealth Management, Safeguard Income Strategies, and Fox River Capital. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Adam Mason is a financial advisor at IHT Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advisors' Pride and LPL Financial. Mason is involved with Sheboygan Flight, LLC, a business entity related to aircraft rental. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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.

Rhiannon Hinz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at LPL Financial since 2022 and has concurrent roles at Cuna Brokerage Services, Inc. and Kohler Credit Union dating back to 2004 and 2005. Hinz also serves as a notary, a role she has held since 2004. 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 and combines large-scale advisory operations with non-advisory product activities.

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.

Thomas Binversie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with CUNA Mutual Group and Cuna Brokerage Services, Inc. since 2008. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Eric Desjarlais is a financial advisor at Edward Jones with 10 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2015. Located in Plymouth, WI, his background is focused within the firm. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Jean Ann Blanke is a financial advisor with Cetera, holding the ChFC® designation and Series 63, 65, and 66 licenses, and has 21 years of industry experience. She previously worked at Avantax Advisory Services and related entities for over two decades. Blanke also owns a tax preparation and accounting business focused on tax planning and IRS representation. 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 solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Carl Rickmeier III is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Rickmeier serves on the boards of Camp Evergreen, a nonprofit supporting individuals with cognitive disabilities, and the Economic Club of Sheboygan. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs offering portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. The firm leverages both in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Paul Leal is a financial advisor at Edward Jones in Plymouth, WI, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior work includes roles at Fifth Third Securities and operating a dump truck service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

Larry Kettle Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Mersberger Financial Group Inc. Outside of his advisory role, he serves as president of the Marshview Conservation Club, a family hunting club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Reid Schmideler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Brookstone Capital Management and Foundations Investment Advisors LLC. He is also involved with Kettle Financial, assisting with practice management duties. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement capabilities with institutional trust solutions.

Timothy Saeger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Outside of his advisory role, Saeger serves on the board of directors for the Above & Beyond Children's Museum and is a board member at large for the Plymouth Chamber of Commerce. 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 various financial topics without discretionary trading authority.

Annie Leal is a financial advisor with Edward Jones in Plymouth, WI, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Sheboygan Resort and The Vollrath Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

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.