Alyssa Doro is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. Her background includes roles at AEGIS Financial and Bowman & Company S.C. dba AEGIS Financial. Outside of advising, she has been involved in a family farm business raising beef cattle and crops, and participates in a local market providing farm-raised beef. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach that blends passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Bruce Romberg is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc from 2007 to 2023, followed by positions at Park Avenue Securities and Guardian Life Insurance Company since 2023. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management with about 1,900 investment adviser representatives.

Melissa Jones is a financial advisor with Principal Financial Services in Menasha, WI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Principal Life Insurance Company, Woodbury Financial Services, LPL Financial, and Transamerica, among others. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm’s advisory approach emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brock Becker is a CFP® professional with four years of industry experience, currently advising at Hightower Advisors. He previously worked at Financial Planning and Information Services, Inc. and Wipfli LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Kelly Watzka is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Commonwealth in 2023, Kelly worked at Associated Investment Services, Inc. for 13 years. Outside of advisory roles, Kelly is a co-owner of Pinnacle Private Wealth, LLC and owns Watzka Wealth Management, LLC, both entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Jacob Harmsen is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors, Harmsen Tax, Raymond James Financial Services, and AEGIS Financial. He is based in Green Bay, WI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses such as a law firm and trust company.

Alexa Schulze is a CFP® with five years of industry experience, currently serving as a financial advisor at Creative Planning. She joined Creative Planning in 2022 after working at Wipfli Financial Advisors LLC and has a background that includes multiple roles at St. Norbert College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment strategy focused on low-cost indexing and buy-and-hold methods for long-term goals, supplemented by diversified portfolio management and access to private market investments.

Michael Villeneuve is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at AEGIS Financial, Private Client Services, Raymond James Financial Services, and National Planning Corp. He is based in Oshkosh, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that blends passive and active management guided by quantitative and fundamental research.

Samuel Christie is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 credential. He has one year of industry experience and previously worked at Bowman & Company S.C. and WIPFLI Financial Advisors. Outside of his advisory role, he works part-time as a forklift operator at Valley Bakers Cooperative Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Taylor Zornow is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 16 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2022, he worked at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans from 2007 to 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach includes integrated service delivery tied to Empower’s administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and savings rates.

Brian Rogers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Oshkosh, WI. His prior experience includes roles at Raymond James Financial Services and AEGIS Financial. Outside of his advisory work, Rogers is involved in youth soccer coaching with the Oshkosh United Soccer Club and serves on the executive board of Winnebago Lutheran Academy, as well as the Fox Valley Estate Planning Council. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and consulting services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Todd Funk is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Associated Investment Services, Inc. for 17 years and is a co-owner and senior partner of Pinnacle Private Wealth, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a broad range of advisory programs and operational support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures, supporting advisors with trading, compliance, technology, and investment management.

Madeline Baranczyk is a CFP® and Series 65-registered advisor at Creative Planning with seven years of industry experience. She previously worked at Wipfli Financial Advisors and Pillar Financial Advisors. Baranczyk serves on the investment committee for the Bay Lakes Council Boy Scouts of America. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Brian Borden is a CFP® professional with two years of industry experience, currently serving at OSAIC Advisory Services, LLC. He has prior experience with Associated Trust Company and Marine Credit Union. In addition to his advisory role, Borden is involved with Investment Designers, where he works as a financial planner and manages client portfolios. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to build and monitor client portfolios.

Kimberly Dewane is a CFP® professional with six years of experience in financial advising. She has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors and Associated Trust Company. Dewane serves as a board member and finance committee member for YWCA Greater Green Bay. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices.

David Lardinois is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and seven years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. Outside of his advisory work, Lardinois serves as a board member for the Appleton Fox Cities Kiwanis Club. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a variety of investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

James Weber is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Dennis Durocher is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial advisory role, he is employed part-time as a delivery driver for UPS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Angela Abbott is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America, Inc. Abbott is also associated with Zimmer Financial Group LLC in a financial advisory capacity and utilizes Highland Capital for clients' term insurance needs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.