Aubrey Clark is a CFP® professional with four years of industry experience, currently affiliated with Edward Jones in Appleton, WI. Clark has previously held roles outside the financial sector, including substitute teaching and retail sales leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various advisory strategies and a network of over 23,000 advisors nationwide.

William Boehme is a financial advisor at Stifel with 33 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Heather Bytof is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans that cover a broad range of topics without portfolio management or institutional advisory services.

Greg Romanowski is a financial advisor at Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 designations with 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he performs stand-up comedy on a freelance basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Robert Geenen Jr. is a financial advisor at Robert W. Baird & Co. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1994 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Evan Connolly is a financial advisor at Ameriprise in Appleton, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Instacart and held academic positions at the University of Wisconsin - Green Bay and the University of Mary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wendy Tesch is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. and Investment Concepts during her career. In addition to her advisory role, she operates a sole proprietorship providing insurance services in life, accident, health, and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging various investment tools and third-party solutions to construct diversified portfolios across different asset classes.

Jule Butler is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory work, Butler owns and operates a tax preparation service and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options and employs both proprietary and third-party investment strategies tailored to client objectives.

Eric Loughrin is a financial advisor with Osaic, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and US Venture Inc. He also operates Zimmer Financial Group LLC, providing financial advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Shawn Murphy is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having four years of industry experience. His work history includes roles at Thrivent Financial and Bare Bones Brewery. 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 without discretionary trading authority or institutional portfolio management.

Justin Levanetz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Cetera Investment Services, and Ameriprise. Outside of financial services, he is involved in an entertainment business through Levanetz Entertainment. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Elmer is a Series 66-registered financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has five years of industry experience. His background includes roles at Capital Credit Union, CUSO Financial Services, and First Business Bank. Outside of finance, he co-owns Allie & Brian Photography LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a broad platform and extensive network of investment adviser representatives.

Kristin Schumacher is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has worked with Thrivent and its predecessor since 2003. Outside of her advisory role, she is a partner in a family-formed liability shelter partnership for their hunting land. 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 planning across various financial topics without discretionary trading authority or institutional portfolio management.

Christopher Cochrane is a financial advisor with Wells Fargo Clearing in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Advisors from 2013 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he has a 50% ownership interest in a cattle farm in Oshkosh, WI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven investment strategies and offers a range of brokerage and advisory solutions supported by a large network of financial professionals.

Carmen Buss is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with Thrivent and its related entity, Thrivent Financial for Lutherans, since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option, maintaining separate planning and portfolio management functions.

Elizabeth Kulhavy is a financial advisor at Robert Baird & Co. with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird & Co. since 1986. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Jeffrey Daye is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Appleton, WI. His prior experience includes roles at BMO Bank, Annex Wealth Management, CliftonLarsonAllen Wealth Advisors, LLC, and Schenck Investment Solutions, LLC. He is also a co-owner of Erika's Sweets Boutique, LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions and supports advisors with advanced research and operational tools.

Bret Verstegen is a CFP® certificant associated with LPL Financial, with three years of industry experience. He has held roles at LPL Financial, Isthmus Partners, LLC, and RBC Wealth Management. Verstegen has also worked in non-financial roles including at Champs Sports and Omni Glass & Paint. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational and research tools.

Cody Floeter is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006 and holds a Series 66 designation. 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 planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Dana Fenili is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2017, she worked at J.P. Morgan Securities from 2012 to 2017. Outside of her advisory role, she serves as a trustee for her parents' trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary in delivering tailored investment advice.