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®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Associated Trust Company and Marine Credit Union. He is also involved with Investment Designers, where he serves as a financial planner and manages a book of business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Sean Liedtky is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise from 2021 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 bringing seven years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. He serves as a board member of the Appleton Fox Cities Kiwanis Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and consulting services, utilizing multiple program models and a combination of 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®-certified financial advisor with 33 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is employed as a delivery driver for UPS in his local area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools.

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.

Matthew Verstegen is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Artisan Partners and EY. Matthew is associated with VandenBoom Verstegen Wealth Management as an investment representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, combining advisory platforms with non-advisory financial activities.

James Fischer is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He worked at Woodbury Financial Services, Inc. for 27 years before joining LPL Financial in 2018. Fischer also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Wilson is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of Luxemburg Raymond James. He serves as a board member of the Walk on Arts Foundation, a nonprofit organization based in De Pere, WI. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Emilie Dercks is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Community First Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

Michael Gillespie is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Tax Management Services, MML Investors Services, and MassMutual Life Insurance. Gillespie is involved with Gillespie & Associates Financial Services, where he analyzes and recommends life, disability, and long-term care insurance products, as well as funeral trusts and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a broad range of investment options and uses various tools and platforms to construct and manage client portfolios.