David Savides is a financial advisor at Robert Baird & Co. with 17 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the Endowment Committee for the YMCA of the Fox Cities, overseeing the management of its endowment fund. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations through customized consulting and portfolio services. The group utilizes a variety of investment strategies, including discretionary and non-discretionary management, manager selection, and overlay services, to align with client goals and risk tolerances.

Ryan Mudge is a financial advisor with MassMutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of financial advising, he is involved as a principal and broker in an insurance sales business and has worked in the restaurant industry. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kerrie Jo Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2018 and previously served at INVEST Financial Corp and Valley Financial Group, Inc. in Appleton, WI. 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 a range of financial planning, portfolio management, and institutional platforms supported by a large network of advisors.

Nicole Benzschawel is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2022, having worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Ferris is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, ALDI Inc., Altria, and the University of Wisconsin-Madison. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Melissa Raspotnik is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Appleton, WI. Her career at Thrivent spans various roles since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across a wide range of financial topics. The firm emphasizes planning without discretionary trading authority and integrates planning with managed-account services through its WealthPlan option.

Vincent Moore is a financial advisor at Edward Jones with 23 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Edward Jones since 2002. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Steven Everts is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and PFS Investments Inc, among others. Outside of his advisory role, he operates as a notary public in Appleton, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, employing asset-allocation tools and offering access to third-party money managers and managed account solutions.

Shannon Soulek is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services, LaForce, and KAS Investment Services, Inc. Prior to her current role, she held positions involving investment advisory and financial planning. Outside of her advisory work, she is involved as a joint successor trustee in an immediate family member’s estate planning. OSAIC serves a diverse clientele including retail and institutional investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Tom Rothe is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with firms including Avantax Insurance Agency and Avantax Advisory Services for more than two decades. Outside of his advisory role, he is president of Tom A. Rothe, S.C., a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Tyler Verstegen is a financial advisor with LPL Financial based in Kimberly, Wisconsin. He holds the Series 66 designation and has one year of experience with LPL Financial, along with prior roles at Verstegen Wealth Management LLC and Avaii Wealth Management LLC. He also operates Verstegen Tax LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

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.

Gary Jepson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Edward Jones since 2014. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,700 advisors and offers a range of wealth management and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Luke Eichstedt is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.